卓越理財顧問有限公司
Elite Financial Services is a small Hong Kong-based investment advisory and asset management firm licensed by the SFC. Its core activities include advising clients on securities investments and managing discretionary portfolios. The firm likely targets high-net-worth individuals or small institutional clients seeking personalised investment solutions. With minimal active licensed personnel, it operates as a boutique practice with a narrow client base.
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 ↓ | |
|---|---|---|---|
| CHEUNG Ho Yeung Kelvin 張浩揚 AdvisingAsset Mgmt | BUV834 | 2024-05-21 | |
| YUEN Kam Lun, Jackson 袁金倫 AdvisingAsset Mgmt | AFE588 | 2004-01-26 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.