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Excelsior Capital Asia

溢盛亞洲投資管理有限公司

Excelsior Capital Asia is a Hong Kong boutique financial advisory and asset management firm licensed for advising on securities, advising on corporate finance, and asset management. The firm provides a blend of investment advisory, portfolio management, and corporate finance services, likely targeting mid-market corporate clients and high-net-worth individuals. Its multi-licence profile suggests an integrated advisory model covering both capital market transactions and ongoing portfolio management. The firm operates on a small scale consistent with an independent advisory boutique serving Greater China-focused clients.

8
Total licensed
2
Currently active
1
Arrivals tracked
1
Departures tracked

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

RA4 · Advising on SecuritiesRA6 · Advising on Corporate FinanceRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
2

People

Active SFC licences
Name CE# Joined
CHUNG Koon Wah, Jonathan 鍾冠華
AdvisingAsset Mgmt
ADH5222025-11-03
CHIU Dicken 趙迪勤
AdvisingAsset Mgmt
BNJ0142018-09-04