瑞承財富管理(香港)有限公司
Heritvest Wealth Management is a Hong Kong-based wealth management firm holding SFC licences across securities dealing, futures dealing, securities advisory, and asset management. The firm provides comprehensive investment services including portfolio management, futures trading, and investment advisory, catering primarily to high-net-worth individuals and family offices. Its multi-licence profile enables it to offer both traditional and alternative investment solutions across asset classes. The firm operates as a full-service boutique wealth manager within Hong Kong's competitive private wealth industry.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Where talent goes
Top 8 of 10Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| YANG Bin DealingAdvisingAsset Mgmt | BXU396 | 2026-04-09 | |
| ZHAI Jin 翟津 DealingAdvisingAsset Mgmt | BOS131 | 2023-12-04 | |
| WU Wai Kong, Lawrence 胡偉剛 DealingAdvisingAsset Mgmt | ACO383 | 2021-04-20 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.