Ivy Pro Limited is a small, multi-licensed financial services firm holding SFC licences for dealing in securities, advising on securities, and asset management. The firm likely provides a combination of portfolio management, investment advisory, and securities execution services to a select client base. Its clients are likely high-net-worth individuals or small institutional investors seeking integrated investment solutions. As a boutique operation, it likely offers personalised discretionary or advisory mandates with a focus on Asian markets.
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 ↓ | |
|---|---|---|---|
| POON Sek Fun, Justin 潘碩勳 DealingAdvisingAsset Mgmt | ARW860 | 2025-11-17 | |
| KONG Qingyuan 孔慶元 DealingAdvisingAsset Mgmt | BVV873 | 2025-05-27 | |
| LIU Zhijuan 劉志娟 DealingAdvisingAsset Mgmt | BVS389 | 2025-04-01 | |
| LAU Yiu Wai 劉耀威 DealingAdvisingAsset Mgmt | ACI099 | 2024-08-23 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.