Fidelity Management & Research is the Hong Kong entity of Fidelity Investments, one of the world's largest and most well-known asset management groups headquartered in Boston. The firm conducts securities and futures dealing, investment advisory, and asset management activities in Hong Kong, supporting Fidelity's extensive range of mutual funds and institutional mandates focused on Asia-Pacific markets. Its client base includes global institutional investors, pension funds, and retail investors accessing Fidelity's funds through local distribution channels. The Hong Kong office is a key hub for Fidelity's Asian equity research and investment management operations.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 20Source firms · arrivals 2003–present
Where talent goes
Top 8 of 16Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| SEABOLT Christopher John DealingFutures | ALP933 | 2026-01-20 | |
| LI Zhi 李至 AdvisingAsset Mgmt | BJV304 | 2025-07-31 | |
| REN Xuemei 任雪梅 Advising | BQM610 | 2025-07-29 | |
| WU Lyu 吴虑 Advising | BWO919 | 2025-07-28 | |
| GAO Eileen Xiaoyuan AdvisingAsset Mgmt | BDZ935 | 2025-07-09 | |
| LANG Yuanlin 郎媛琳 AdvisingAsset Mgmt | AUZ665 | 2025-03-25 | |
| LOW Joven Kien Wee AdvisingAsset Mgmt | BVZ505 | 2025-03-03 | |
| HANCOCK James Christian AdvisingAsset Mgmt | BAA092 | 2025-01-03 | |
| KENNEDY William James AdvisingAsset Mgmt | BVJ815 | 2024-09-30 | |
| SHAH Aaditya Rohan AdvisingAsset Mgmt | BVF611 | 2024-07-29 | |
| NG Zheng Wei Nigel AdvisingAsset Mgmt | BVE903 | 2024-07-22 | |
| CHAN Wing Kie, Cammie 陳穎琪 DealingFuturesAsset Mgmt | BJR655 | 2024-02-26 | |
| SALTER Nathaniel Norr AdvisingAsset Mgmt | BTZ329 | 2023-10-18 | |
| MOK Ka Yu Calvin 莫嘉裕 DealingFuturesAsset Mgmt | BUC357 | 2023-09-12 | |
| JUNEJA Gaurav AdvisingAsset Mgmt | BRQ237 | 2023-09-11 | |
| NG Terry 伍嘉朗 Advising | BOJ797 | 2023-01-03 | |
| VARMA Sandeep AdvisingAsset Mgmt | BTD573 | 2022-11-21 | |
| CHEUNG Yee Lung, Chantel 張懿濃 DealingFuturesAsset Mgmt | BEA488 | 2022-01-06 | |
| YAN Hao 閆昊 Advising | BKD001 | 2020-03-24 | |
| BARTOLI Christopher John Antoine AdvisingAsset Mgmt | BNP501 | 2018-11-01 | |
| BALAKRISHNAN Subramanian AdvisingAsset Mgmt | AWF074 | 2018-09-27 | |
| JIANG Yiwei 姜一葦 AdvisingAsset Mgmt | BFO772 | 2018-08-27 | |
| GUO Yanzhe AdvisingAsset Mgmt | BMX602 | 2018-07-23 | |
| LENTON James Christopher DealingFuturesAsset Mgmt | AZC997 | 2017-10-20 | |
| WU Charles York AdvisingAsset Mgmt | BJV578 | 2017-08-04 | |
| LIU Huaying AdvisingAsset Mgmt | BCZ574 | 2016-07-18 | |
| AGARWAL Nitesh AdvisingAsset Mgmt | BGM477 | 2016-01-04 | |
| LIEU Stephen AdvisingAsset Mgmt | BDX968 | 2014-09-08 | |
| LUO Yongjun 羅勇俊 AdvisingAsset Mgmt | BDW711 | 2014-08-01 | |
| REZNIKAS Michael I AdvisingAdv.FuturesAsset Mgmt | AQI811 | 2013-09-03 | |
| LEE Yui Yu 李蕊汝 DealingFuturesAsset Mgmt | BBI003 | 2013-05-27 | |
| WONG Kan Man 黃健民 DealingFuturesAsset Mgmt | AGP718 | 2012-12-17 | |
| XU Jianan 徐佳楠 DealingFuturesAsset Mgmt | AQD023 | 2012-12-03 | |
| MOON Jennifer Hyunkyung AdvisingAdv.FuturesAsset Mgmt | AZR984 | 2012-09-10 | |
| XIE Ke 謝可 AdvisingAdv.FuturesAsset Mgmt | AZS277 | 2012-09-10 | |
| CHEN Tong AdvisingAdv.FuturesAsset Mgmt | AZS286 | 2012-09-10 | |
| JAIN vivek AdvisingAdv.Futures | AZS290 | 2012-08-22 | |
| CHUNG Lewis Hui Chit 鍾煦捷 AdvisingAdv.FuturesAsset Mgmt | AXK041 | 2011-08-15 | |
| SUN Peifang 孫培芳 AdvisingAdv.FuturesAsset Mgmt | ATR253 | 2009-09-04 | |
| SERGEANT Iain Andrew AdvisingAdv.FuturesAsset Mgmt | AMI862 | 2008-10-13 | |
| LECORNU Sharon Yau 邱思安 AdvisingAdv.FuturesAsset Mgmt | AIU747 | 2008-09-04 | |
| SHANLEY III William Francis AdvisingAdv.FuturesAsset Mgmt | ARJ514 | 2008-09-04 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.