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Asset ManagerActive

Elite Financial Services

卓越理財顧問有限公司

12
Total licensed
1
Currently active
10
Arrivals tracked
9
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

1IAM Legacy Limited4
2JS Securities Limited3
3Athena Wealth Management1
4Centaline Group1
5National Asset Management1

Where talent goes

Destination firms · departures 2003–present

1Asset Management Group2
2Global Investment Advisors Limited2
3CASH Algo Finance Group1
4Fortune Asset Management Limited1
5Longmega Asset Investment Management Limited1
6Open Asset Management Limited1
7Zhongcai Asset Management Limited1

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
2

People

Active SFC licences
Name ↕CE# ↕Joined ↓
CHEUNG Ho Yeung Kelvin 張浩揚
AdvisingAsset Mgmt
BUV8342024-05-21
YUEN Kam Lun, Jackson 袁金倫
AdvisingAsset Mgmt
AFE5882004-01-26

Top competitors by talent overlap

1Fore Elite Capital Management6.02Enhanced Investment Management Limited5.73Prestige Asset Management5.64Pinnacle Investment Management Limited5.65Essence Asset Management5.56China Pinnacle Equity Management Limited5.57Prime Capital Management5.58Fortune Asset Management Limited5.59Prominence Investment Management5.510Emerald Hill Capital Partners5.5