盈加理財顧問有限公司
IPP Financial Advisers is a Singapore-headquartered independent financial advisory firm with a significant Hong Kong presence, holding licences for dealing in securities and investment advisory. The firm provides comprehensive financial planning, investment advisory, and product distribution services primarily to retail and mass affluent clients, including expatriates. IPP is one of the larger independent financial advisory firms in Southeast Asia, known for its tied-agency model distributing third-party investment and insurance products. Its business model is primarily commission-based, drawing revenue from product sales and advisory fees.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 15Source 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 ↓ | |
|---|---|---|---|
| WONG Man Chun 黃文振 DealingAdvising | BYG819 | 2026-07-27 | |
| LEUNG Wing Shan, Amy 梁𩓙珊 DealingAdvising | BYB616 | 2026-07-09 | |
| LEE Shuk Ying 李淑英 DealingAdvising | AXY625 | 2026-06-26 | |
| YEUNG Man Yung, David 楊文勇 DealingAdvising | BXY003 | 2026-06-16 | |
| TSE Fong Ching, Alice 謝方晴 DealingAdvising | BXU534 | 2026-05-26 | |
| FUNG Nga Lai, Cordelia 馮雅麗 DealingAdvising | BXU523 | 2026-05-26 | |
| JIAN Qianming 簡芊茗 DealingAdvising | BXU014 | 2026-05-26 | |
| WONG Yat Sum 黃一心 DealingAdvising | BXR847 | 2026-05-26 | |
| TSUI Chun Lap 徐駿立 DealingAdvising | BXR722 | 2026-05-26 | |
| SIU Yin Hei 蕭延希 DealingAdvising | BXR414 | 2026-04-27 | |
| PANG Sze Yan 彭詩茵 DealingAdvising | BXR744 | 2026-04-27 | |
| LAU Mung Lam 劉夢琳 DealingAdvising | BPP079 | 2026-02-24 | |
| CHAN Lok Yin 陳洛賢 DealingAdvising | BXI762 | 2026-02-03 | |
| CHIU Yuen Kwan 趙婉君 DealingAdvising | BXI761 | 2026-02-03 | |
| LAM Mei Mei 林美美 DealingAdvising | BXH594 | 2026-02-03 | |
| NGAI Pui Man 魏佩雯 DealingAdvising | BWY669 | 2025-11-17 | |
| LI Anna 李安娜 DealingAdvising | BWR022 | 2025-09-02 | |
| YUE Chung Yan 庾頌欣 DealingAdvising | BWP047 | 2025-08-18 | |
| POON Pui Ting 潘佩婷 DealingAdvising | BWM131 | 2025-07-28 | |
| DENG Xinyue 鄧心悅 DealingAdvising | BWI862 | 2025-07-14 | |
| LAU Yu Him, Dicky 劉宇謙 DealingAdvising | BWJ852 | 2025-06-16 | |
| YEUNG Kai Wing 楊啓榮 DealingAdvising | BWH233 | 2025-06-12 | |
| SHIU Cheuk Ting 蕭卓婷 DealingAdvising | BWF714 | 2025-06-12 | |
| CHUNG Lai Fun, Amy 鍾麗芬 DealingAdvising | BWF405 | 2025-06-12 | |
| SIU Hau Ling 蕭巧玲 DealingAdvising | BWC345 | 2025-06-12 | |
| YEUNG Chiu Yu 楊肖瑜 DealingAdvising | BWB376 | 2025-03-26 | |
| CHAN Sze Yan, Grace 陳思恩 DealingAdvising | BWB556 | 2025-03-26 | |
| CHAN Wai Shan 陳惠珊 DealingAdvising | BTZ317 | 2025-03-26 | |
| IP Chun Ming Brandon 葉振銘 DealingAdvising | BVX002 | 2025-03-05 | |
| YEUNG Tsz Yan Vico 楊旨印 DealingAdvising | BVS978 | 2025-02-11 | |
| SZE Wang 施宏 DealingAdvising | BVT363 | 2025-01-13 | |
| KO Yue Yan Steven 高裕仁 DealingAdvising | BVI685 | 2024-09-30 | |
| KHO Heung Wan 古享弘 DealingAdvising | AEK367 | 2024-08-30 | |
| LAU HEI YEUNG 劉熙揚 DealingAdvising | BUV570 | 2024-05-17 | |
| CHAU KA YAN 周加恩 DealingAdvising | BTY835 | 2023-08-21 | |
| SHING Yuen Kiu 盛婉喬 DealingAdvising | BTW088 | 2023-08-15 | |
| LUK Ting Nai, Daniel 陸定禮 DealingAdvising | ADC443 | 2023-07-26 | |
| CHAN King Sin 陳璟羨 DealingAdvising | BTS599 | 2023-06-23 | |
| CHOK Vun Hou Edmond 卓文濠 DealingAdvising | BTQ674 | 2023-06-12 | |
| HUNG Kai Hong 洪啟康 DealingAdvising | BST675 | 2022-08-08 | |
| LI Lok Wai Enrico 李諾韋 DealingAdvising | BSE601 | 2022-03-02 | |
| LEUNG Tsz Yan 梁芷茵 DealingAdvising | BRX755 | 2022-01-31 | |
| CHOI Chi Wang 蔡志宏 DealingAdvising | BRX754 | 2022-01-31 | |
| HO Ka Man 何家文 DealingAdvising | BRS400 | 2021-11-09 | |
| MIU Yuk Shan 苗玉珊 DealingAdvising | BRO123 | 2021-09-17 | |
| TSANG Shing Yam 曾承鑫 DealingAdvising | BQW939 | 2021-05-06 | |
| SIU Lee Hung 蕭莉虹 DealingAdvising | BQK980 | 2020-12-28 | |
| POON Wing Man Katie 潘詠雯 DealingAdvising | BQE177 | 2020-11-03 | |
| CHENG Tsz Yan, Louisaanne 鄭芷甄 DealingAdvising | ARE602 | 2019-04-11 | |
| WONG Siu Tang 黃少騰 DealingAdvising | BAC232 | 2018-12-13 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.