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Hereditas Capital Management

承達資本管理(亞洲)有限公司

Hereditas Capital Management is a Hong Kong boutique asset manager licensed for advising on securities and asset management, with a name derived from the Latin word for 'inheritance,' suggesting a focus on wealth preservation and intergenerational wealth management. The firm manages discretionary portfolios and provides investment advisory services, likely targeting family offices, high-net-worth individuals, and private wealth clients seeking long-term capital preservation strategies. Its investment philosophy likely emphasises prudent, value-oriented approaches suited to multigenerational wealth management. The active team reflects an ongoing and operational investment management business.

12
Total licensed
6
Currently active
1
Arrivals tracked
0
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

Where talent goes

Destination firms · departures 2003–present

No data

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇨🇳China
5
🇭🇰Hong Kong
1

People

Active SFC licences
Name CE# Joined
BAI Ruofei 白若菲
AdvisingAsset Mgmt
BPS2282023-04-17
CHEN Yiwen 陳伊雯
AdvisingAsset Mgmt
BSM4382022-06-14
LIU Qing 劉晴
AdvisingAsset Mgmt
BRU6622021-11-19
YANG Hanlu 楊含露
AdvisingAsset Mgmt
BQH3942020-11-26
CHIU Long Ying Edith 招朗盈
AdvisingAsset Mgmt
BOT9542019-10-14
ZHANG Yi, Kevin 張奕
AdvisingAsset Mgmt
ACN9142019-04-01