卓滙投資(香港)有限公司
Excel Investment (HK) Limited is a boutique asset management firm licensed by the SFC to conduct asset management activities in Hong Kong. The firm focuses on managing investment portfolios and funds, likely targeting securities across Asian and Greater China markets. Its client base is likely composed of high-net-worth individuals and smaller institutional investors. As a relatively small operation, it likely offers tailored discretionary portfolio management services.
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 ↓ | |
|---|---|---|---|
| SHENG Xuanyang 盛旋洋 Asset Mgmt | BRD890 | 2021-05-27 | |
| ZHAO Wenbin Warren 趙文彬 Asset Mgmt | BHG104 | 2016-04-18 | |
| ZHANG Wenyuan 張文源 Asset Mgmt | ARJ899 | 2014-07-21 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.