天道理財有限公司
Heavenly Wealth Management Limited is a Hong Kong-based wealth management and asset management firm licensed by the SFC for dealing in securities, advising on securities, and asset management. The firm offers a comprehensive suite of investment services including portfolio management, securities dealing, and investment advisory, generating revenue from management fees and transaction commissions. Its client base is likely composed of high-net-worth individuals, retail investors, and family offices seeking integrated wealth management services. The multi-licence structure indicates it provides end-to-end investment solutions rather than a narrowly focused service.
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 ↓ | |
|---|---|---|---|
| CHAN Kam Kong Kenneth 陳錦光 DealingAdvisingAsset Mgmt | BSR165 | 2026-01-12 | |
| WONG Chui Yan 王翠欣 DealingAdvising | AZP108 | 2022-08-02 | |
| WONG Chi Kai 黃志佳 DealingAdvising | ACG603 | 2022-07-05 | |
| SHUM Yin Sheung 岑燕嫦 DealingAdvisingAsset Mgmt | BBQ754 | 2017-06-29 | |
| WONG Lai Sheung, Barbara 黃麗雙 DealingAdvisingAsset Mgmt | BCG393 | 2017-06-29 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.