第一上海投資管理(香港)有限公司
First Shanghai Investment Management is the asset management arm associated with First Shanghai Group, a well-established Hong Kong-based financial services conglomerate with a long history in Greater China markets. The firm is licensed for advising on securities and asset management, providing portfolio management and investment advisory services primarily focused on Chinese and Asian equities. Its client base likely includes institutional investors, private banks, and high-net-worth individuals seeking China-oriented investment expertise. First Shanghai Group has been a prominent independent financial institution in Hong Kong since the 1970s, with deep roots in Greater China investment.
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 ↓ | |
|---|---|---|---|
| POON Chun Sun, Eric 潘浚燊 Asset Mgmt | AEQ238 | 2025-11-18 | |
| CHENG Siyu 成思雨 AdvisingAsset Mgmt | BRY033 | 2023-02-23 | |
| ZHANG Philippe Jianhong 張建宏 AdvisingAsset Mgmt | BIS079 | 2022-11-25 | |
| YEUNG Wai Kin 楊偉堅 AdvisingAsset Mgmt | ACC364 | 2015-03-18 | |
| LAI Ho Yin 黎浩然 AdvisingAsset Mgmt | AIH679 | 2015-03-18 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.