傳承資產管理有限公司
Inheritance Asset Management is a Hong Kong-based investment management firm licensed by the SFC for advising on securities and asset management. The firm provides portfolio management and securities advisory services, likely targeting high-net-worth individuals, family offices, and local institutional clients. Its name and structure suggest a focus on wealth preservation and intergenerational asset management strategies. The firm operates as a boutique manager with a personalised approach to client investment mandates.
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 ↓ | |
|---|---|---|---|
| LING Cheuk Wing Henry 凌卓榮 AdvisingAsset Mgmt | ASH431 | 2025-03-10 | |
| SONG Yunlu AdvisingAsset Mgmt | BTT538 | 2023-09-27 | |
| CHAN Cheuk Kei 陳焯基 AdvisingAsset Mgmt | AXV178 | 2023-08-28 | |
| CHUNG Ching Wan 鍾証允 AdvisingAsset Mgmt | BTR273 | 2023-06-29 | |
| CHAN Chun Kit, Lawrance 陳駿傑 AdvisingAsset Mgmt | ART448 | 2022-10-24 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.