IP Investment Management is a Hong Kong-based investment firm holding SFC licences for advising on securities and asset management. The firm provides portfolio management and investment advisory services, likely targeting institutional clients, family offices, and high-net-worth individuals. Its business model appears centred on discretionary asset management and securities advisory for clients with exposure to Asian and global markets. The firm maintains a moderate licensed team supporting its advisory and management activities.
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 ↓ | |
|---|---|---|---|
| LANE Graeme John AdvisingAsset Mgmt | AOG216 | 2026-08-07 | |
| WILLSHER Benjamin Ernest John AdvisingAsset Mgmt | BVI019 | 2024-10-07 | |
| LAM Wah 林華 AdvisingAsset Mgmt | BUW218 | 2024-05-13 | |
| SO Chak Ming 蘇澤明 AdvisingAsset Mgmt | BOJ610 | 2019-07-08 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.