雲龍資本投資顧問有限公司
Dragon Investment Advisory Company Limited is a small, full-service Hong Kong investment firm licensed for dealing in securities, advising on securities, and asset management. The firm provides a comprehensive suite of investment services, including portfolio management and securities advisory, likely targeting high-net-worth individuals and family offices in the region. Its broad licensing reflects an integrated investment advisory model catering to private clients. The firm continues to maintain a small number of active licensed persons.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Where talent goes
Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| CHEN Danhua 陳丹華 DealingAdvisingAsset Mgmt | AFG448 | 2022-09-15 | |
| ZHAI Jun 翟隽 DealingAdvisingAsset Mgmt | AEW118 | 2016-09-27 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.