匯晉資產管理有限公司
Harmony Wealth Management Limited is a Hong Kong-based wealth management and asset management firm licensed for securities advising and asset management. The firm focuses on providing investment advisory and portfolio management services, generating revenue through advisory fees and management fees. Its client base primarily consists of high-net-worth individuals and family offices seeking personalised wealth management solutions. It is notable for maintaining a relatively active and stable licensed workforce, suggesting a well-established advisory practice.
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 ↓ | |
|---|---|---|---|
| ZHANG Haibin 張海濱 AdvisingAsset Mgmt | BGL755 | 2026-04-28 | |
| LAU Siu Yin Angela 劉小燕 AdvisingAsset Mgmt | BXW948 | 2026-04-28 | |
| TANG Lai Ping 鄧麗萍 AdvisingAsset Mgmt | BWN518 | 2025-08-20 | |
| WONG Winnie 黃詠宜 AdvisingAsset Mgmt | BWM084 | 2025-08-06 | |
| YIM Tao Hop 嚴道合 AdvisingAsset Mgmt | AOX044 | 2024-04-15 | |
| YUEN Tin Chi, Edmund 袁天池 AdvisingAsset Mgmt | ADI152 | 2023-09-15 | |
| CHENG Lai Man 鄭禮文 AdvisingAsset Mgmt | BTZ863 | 2023-08-23 | |
| CHAN Ka Hei, Cherie 陳嘉禧 AdvisingAsset Mgmt | BHG173 | 2023-05-11 | |
| LEE Yin Ping Clara 李燕萍 AdvisingAsset Mgmt | AZH202 | 2023-04-04 | |
| LEE Ka Bik 李嘉碧 AdvisingAsset Mgmt | BTL978 | 2023-04-04 | |
| LAU AUYANG Sandra 劉歐陽苑姍 AdvisingAsset Mgmt | ADP267 | 2023-03-21 | |
| LEE Jack Sze Chit 李思捷 AdvisingAsset Mgmt | ACI114 | 2023-03-14 | |
| CHAN Sau Lai 陳秀麗 AdvisingAsset Mgmt | AJA115 | 2023-03-02 | |
| WONG Koon Chung, Stephen 王貫中 AdvisingAsset Mgmt | AGA156 | 2023-02-21 | |
| LUK Wai Ha Eva 陸慧霞 AdvisingAsset Mgmt | BRM311 | 2023-02-21 | |
| NIEM Philip 嚴剛良 AdvisingAsset Mgmt | AAE608 | 2023-01-06 | |
| YAU Ching Yee 游靜儀 AdvisingAsset Mgmt | BAA826 | 2023-01-06 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.