星安傳承有限公司
IAM Legacy Limited is a Hong Kong-based independent asset manager and investment advisory firm licensed for advising on securities and asset management. The firm focuses on providing tailored portfolio management and investment advisory services to high-net-worth individuals, family offices, and private clients seeking independent, non-bank investment management. As an independent manager without a dealing licence, it likely executes trades through third-party brokers while focusing on investment strategy and relationship management. IAM Legacy operates in the growing Hong Kong independent asset manager (IAM) space, which has expanded alongside the city's developing private wealth industry.
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 ↓ | |
|---|---|---|---|
| LEUNG Mei Kit 梁美潔 AdvisingAsset Mgmt | ARI450 | 2026-04-16 | |
| MO Kit Man 武杰文 AdvisingAsset Mgmt | BXM413 | 2026-02-27 | |
| WONG Chi San, Allan 黃志山 AdvisingAsset Mgmt | AAI951 | 2018-10-30 | |
| LIN An Ming 林安明 AdvisingAsset Mgmt | AEC085 | 2017-02-20 | |
| CHENG Ping Kuen 鄭炳權 AdvisingAsset Mgmt | ACY864 | 2014-02-04 | |
| WONG Woon Cheung 黃煥章 AdvisingAsset Mgmt | ANV169 | 2013-08-01 | |
| TONG Yi-chih, Kevin AdvisingAsset Mgmt | AQB107 | 2013-05-14 | |
| TSUNG Kin Hung Adam 叢阡雄 Advising | AGO319 | 2011-06-14 | |
| TSUNG Pui Yung, Eric 叢培勇 AdvisingAsset Mgmt | AFR238 | 2011-06-01 | |
| LIU Yuen Ling 廖婉玲 AdvisingAsset Mgmt | AHC104 | 2011-06-01 | |
| FONG Ching Man, Jessica 方靜雯 AdvisingAsset Mgmt | AEM238 | 2009-07-07 | |
| YEUNG Wai Keung 楊偉強 AdvisingAsset Mgmt | AKV288 | 2009-03-09 | |
| WONG Lork Heng, Geoffrey 王諾衡 AdvisingAsset Mgmt | ANM592 | 2009-03-02 | |
| LI Kai Keung, Norman 李繼強 AdvisingAsset Mgmt | ACD880 | 2007-08-21 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.