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Asset ManagerActive

First Shanghai Investment Management

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.

8
Total licensed
5
Currently active
5
Arrivals tracked
2
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent goes

Destination firms · departures 2003–present

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
3
🇨🇳China
1
🇫🇷France
1

People

Active SFC licences
Name CE# Joined
POON Chun Sun, Eric 潘浚燊
Asset Mgmt
AEQ2382025-11-18
CHENG Siyu 成思雨
AdvisingAsset Mgmt
BRY0332023-02-23
ZHANG Philippe Jianhong 張建宏
AdvisingAsset Mgmt
BIS0792022-11-25
YEUNG Wai Kin 楊偉堅
AdvisingAsset Mgmt
ACC3642015-03-18
LAI Ho Yin 黎浩然
AdvisingAsset Mgmt
AIH6792015-03-18