富衛財務策劃有限公司
FWD Financial Planning is the securities distribution and advisory arm associated with FWD Group, the pan-Asian insurance and financial services conglomerate founded by Richard Li. Licensed for dealing in and advising on securities, the firm primarily distributes investment and wealth management products, including funds and structured products, to retail and high-net-worth clients. Its business model is closely tied to FWD's broader insurance and wealth management ecosystem, leveraging the group's large customer base across Asia. Revenue is generated primarily through product distribution commissions and advisory fees.
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 20Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| KO Cheuk Yin 高卓嫣 DealingAdvising | BYA325 | 2026-07-21 | |
| ZHANG Yong 张勇 DealingAdvising | BXX901 | 2026-07-20 | |
| LEE Ho Tsun Aaron 李晧峻 DealingAdvising | BYD908 | 2026-06-12 | |
| CHAN Ka Yeung 陳家揚 DealingAdvising | ALH659 | 2026-05-26 | |
| LI Wei 李偉 DealingAdvising | BVF404 | 2026-05-26 | |
| CHAN Yiu Kong Gil 陳耀剛 DealingAdvising | BXT717 | 2026-05-12 | |
| CHAN Kai Wa 陳啓華 DealingAdvising | BXW223 | 2026-05-07 | |
| LEE Chue Fung 李鑄峯 DealingAdvising | BXQ698 | 2026-04-28 | |
| LI Wing Yin 李永彥 DealingAdvising | BTH578 | 2026-04-28 | |
| GUO Shengwei 郭聖偉 DealingAdvising | BWU922 | 2026-03-16 | |
| ZHOU Ding Rong Elia 周定容 DealingAdvising | BXL906 | 2026-03-12 | |
| AU Chun Kit, Paul 區俊傑 DealingAdvising | AGN721 | 2026-02-09 | |
| HUANG Lingyan 黃玲艷 DealingAdvising | BXG195 | 2026-01-16 | |
| YAN Bing 颜兵 DealingAdvising | BXF857 | 2026-01-16 | |
| FONG Po Yi 方寶怡 DealingAdvising | BXF733 | 2026-01-16 | |
| TIAN Yue 田越 DealingAdvising | BXF634 | 2025-12-11 | |
| NG Kwan Yi 吳筠怡 DealingAdvising | BWY675 | 2025-12-01 | |
| XIE Zhengshun 謝正順 DealingAdvising | BWW930 | 2025-12-01 | |
| LUI Suet Ying 呂雪盈 DealingAdvising | BWV693 | 2025-11-26 | |
| YIP Chun Yu 葉俊裕 DealingAdvising | BAC312 | 2025-11-25 | |
| JIANG Shiping 蔣世平 DealingAdvising | BXB708 | 2025-11-19 | |
| LAM Wai Tung 林偉東 DealingAdvising | BEY802 | 2025-10-28 | |
| YIU Wing Kit 姚永傑 DealingAdvising | BMF440 | 2025-10-27 | |
| CHENG Shuk Fa 鄭淑花 DealingAdvising | BHI954 | 2025-10-27 | |
| FONG Ka Man 方嘉敏 DealingAdvising | BDW594 | 2025-10-22 | |
| CHOI Hong Man 蔡匡民 DealingAdvising | BRD736 | 2025-10-09 | |
| DONG Lijun 董麗君 DealingAdvising | BWR640 | 2025-10-06 | |
| HAN Liping 韓麗萍 DealingAdvising | AYT141 | 2025-09-29 | |
| WAN Man Fung 尹文鋒 DealingAdvising | BTB462 | 2025-09-23 | |
| DAI Jiang 代江 DealingAdvising | BWL724 | 2025-08-27 | |
| FUNG Hiu Yu 馮曉榆 DealingAdvising | BKK300 | 2025-08-08 | |
| CHUNG King Wan 鍾璟芸 DealingAdvising | ATL551 | 2025-08-01 | |
| XIAN Huipin 冼慧嬪 DealingAdvising | BWH516 | 2025-07-11 | |
| CHUNG Hei Man 鍾希汶 DealingAdvising | BEX225 | 2025-06-23 | |
| WANG Chaofeng 王超鋒 DealingAdvising | BWC219 | 2025-05-15 | |
| CHUNG Tsz Ching 鍾芷澄 DealingAdvising | BWA633 | 2025-04-23 | |
| LEUNG Ho Yin 梁灝賢 DealingAdvising | ASX480 | 2025-04-17 | |
| HO Siu Hong 何晁慷 DealingAdvising | BVZ051 | 2025-03-31 | |
| CHAU Chi Kwan Coral 周祉君 DealingAdvising | AMD041 | 2025-01-17 | |
| LAM Siu Cham, Felix 林兆湛 DealingAdvising | ALO564 | 2025-01-07 | |
| KAM Shuk Yi, Ada 甘淑儀 DealingAdvising | ALN863 | 2024-12-19 | |
| LUNG Him Yick Matthew 龍謙益 DealingAdvising | BOD645 | 2024-11-26 | |
| CHEN Shuyan 陳淑妍 DealingAdvising | BRS451 | 2024-11-15 | |
| WONG Wai Shing 黃偉誠 DealingAdvising | BAX111 | 2024-11-08 | |
| HUI Chak Ling 許澤玲 DealingAdvising | BAV463 | 2024-11-04 | |
| TONG Wai Mei 湯慧美 DealingAdvising | APQ567 | 2024-10-29 | |
| TO Kwan Ting 陶筠婷 DealingAdvising | BFS509 | 2024-10-25 | |
| HO Hoi Ching 何海晴 DealingAdvising | BFS361 | 2024-10-25 | |
| TANG Yuhong 唐宇宏 DealingAdvising | BVI205 | 2024-10-16 | |
| WAN Yuet Ting 溫悅婷 DealingAdvising | BVM611 | 2024-10-16 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.