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INV Advisory

INV Advisory is a Hong Kong-based investment advisory and asset management firm licensed by the SFC for Advising on Securities and Asset Management. The firm provides securities advisory and discretionary portfolio management services, likely catering to professional and high-net-worth investors. Its streamlined name and boutique size suggest a focus on niche investment strategies or specific asset classes within Asian markets. It operates as an independent advisory firm serving a select institutional or private client base.

9
Total licensed
3
Currently active
5
Arrivals tracked
4
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

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇨🇳China
2
🇭🇰Hong Kong
1

People

Active SFC licences
Name CE# Joined
XIA Alan Zhe 夏瑞哲
Asset Mgmt
BTW1832023-09-28
YU Eunice 于如玥
AdvisingAsset Mgmt
AYG2872022-01-05
CHAN Mei Yan 陳美欣
AdvisingAsset Mgmt
AGJ2212016-09-19