凱基財富管理有限公司
KGI Securities is a mid-sized broker-dealer in Hong Kong that is part of the KGI Group, the financial services arm of the Taiwan-based CDIB & Partners Investment Holding (formerly China Development Financial). The firm offers a broad range of services including securities and futures dealing, corporate finance advisory, and asset management, catering to both retail and institutional clients. KGI has a significant retail brokerage presence in Hong Kong alongside investment banking and research capabilities focused on Greater China equities. Its comprehensive licence portfolio makes it a full-service broker competitive in both local and regional markets.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 20Source 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 ↓ | |
|---|---|---|---|
| SHI RUI 石銳 DealingFutures | BYJ464 | 2026-07-28 | |
| XU Zhuoya 徐卓雅 DealingFutures | BYE654 | 2026-07-28 | |
| SUN Jingjing 孫晶晶 DealingFutures | BYI154 | 2026-07-24 | |
| LIU ZHENGHAO 劉政濠 DealingFutures | BYG349 | 2026-07-14 | |
| TSENG Chun Chieh 曾俊傑 Dealing | BUI381 | 2026-07-13 | |
| LI HSUN CHIANG 李訓強 Dealing | BYF945 | 2026-07-09 | |
| HOU Anna 侯安娜 DealingFutures | BYF966 | 2026-07-09 | |
| CHWU NAN CHUN 儲南軍 DealingFutures | BYE395 | 2026-07-09 | |
| YUEN YAT LONG ENOCH 袁日朗 DealingFutures | BYD958 | 2026-07-09 | |
| WONG Chor Tung 王楚彤 DealingFutures | BGP797 | 2026-07-09 | |
| WOODROW Mark Darren Dealing | BYC269 | 2026-06-25 | |
| LI Sze Hok 李思學 DealingFutures | BVK019 | 2026-06-25 | |
| ZHAO YIRU 趙一如 DealingFutures | BYE178 | 2026-06-25 | |
| HO Kwok Leung 何國樑 DealingFutures | AFN809 | 2026-06-23 | |
| HAN SIANG TENG 韓向騰 DealingFutures | AVH609 | 2026-06-22 | |
| YIN He 尹賀 Advising | AJM689 | 2026-06-22 | |
| LEUNG Kun Hin Michael 梁貫軒 DealingAdvising | BYC192 | 2026-06-22 | |
| XIE Weijie 謝偉杰 Dealing | BVK875 | 2026-06-02 | |
| LEUNG Wai Lam 梁蔚藍 Dealing | BXW052 | 2026-05-27 | |
| LI Xingyue 李幸悅 Dealing | BXV847 | 2026-05-27 | |
| WU Kefan 吳克凡 DealingFutures | BHA163 | 2026-05-27 | |
| CHENG Jian-wen 鄭健汶 DealingFutures | BXZ927 | 2026-05-20 | |
| CHONG William 莊威麟 DealingFutures | AJH379 | 2026-05-18 | |
| JIANG Wei 蒋伟 DealingFutures | BRP887 | 2026-05-11 | |
| YEUNG See Ah 楊思雅 DealingFutures | ARD761 | 2026-05-08 | |
| KUO Fang Yu 郭芳瑜 DealingFutures | BUL652 | 2026-05-05 | |
| LEUNG Chuk Kwan Patty 梁竹君 DealingAdvising | BAL422 | 2026-04-30 | |
| CHEN Chung-Wei 陳仲偉 DealingFutures | BEX457 | 2026-04-09 | |
| FUNG In Nei 馮燕妮 DealingAdvising | BWS761 | 2026-03-27 | |
| LEE Sai Ying Lisa 李世瑩 Dealing | BVO594 | 2026-02-23 | |
| NG Ching Yee 吳靜儀 DealingFutures | BMW775 | 2026-02-05 | |
| YIU Chun Yan Jason 姚進昕 Dealing | BVN680 | 2026-02-02 | |
| WU Wan Ru 吳宛儒 Dealing | BIQ110 | 2026-01-07 | |
| CHAN Chak Hung 陳澤雄 DealingAdvising | BWZ620 | 2026-01-02 | |
| LEUNG Vivian 梁慧雲 DealingAdvisingAdv.Futures | ADT505 | 2025-12-15 | |
| ZHU Mengxi 朱夢溪 Dealing | BXB658 | 2025-12-15 | |
| WU Chiang Li 吳強立 DealingFuturesAsset Mgmt | ACF083 | 2025-12-12 | |
| CHOW Ka Hang 周嘉恆 DealingFutures | BIY485 | 2025-12-04 | |
| ZHOU Zining 周紫凝 Dealing | BXD800 | 2025-11-18 | |
| LEE Hung Pang 李泓邦 DealingFutures | BXC727 | 2025-11-17 | |
| KIM Jooyoung 金柱咏 Dealing | AYU182 | 2025-11-17 | |
| KANG Ho Sang Dealing | BHF431 | 2025-11-13 | |
| HAN Lu 韓露 DealingFutures | BTB994 | 2025-11-12 | |
| OU YANG Ying Chih 歐陽穎之 Dealing | BWH177 | 2025-11-10 | |
| YIP Lai Ting Chloe 葉麗婷 Dealing | BWW809 | 2025-09-29 | |
| YU Chin Ting 游景婷 DealingFutures | BQW322 | 2025-09-26 | |
| XU Xinchang 徐新昌 DealingFutures | BWU646 | 2025-09-09 | |
| HUANG Chun Chia 黃俊嘉 DealingFutures | BWS015 | 2025-08-15 | |
| YANG Xi 楊茜 Dealing | BWO177 | 2025-08-07 | |
| LIU Xiaoyi 劉小奕 DealingFutures | BWM149 | 2025-07-09 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.