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 ↓ | |
|---|---|---|---|
| YEUNG See Ah 楊思雅 Dealing | 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 | |
| LEE Ho Bong 李浩邦 DealingFutures | BGZ940 | 2025-12-15 | |
| ZHU Mengxi 朱夢溪 Dealing | BXB658 | 2025-12-15 | |
| WU Chiang Li 吳強立 DealingAsset 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 | |
| KIM Jooyoung 金柱咏 Dealing | AYU182 | 2025-11-17 | |
| LEE Hung Pang 李泓邦 DealingFutures | BXC727 | 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 | |
| CHAN Hin Geung, Mark 陳献章 Dealing | ADX490 | 2025-07-08 | |
| ZENG Huanshi 曾煥詩 Dealing | BPE836 | 2025-07-08 | |
| NI Wei-i 倪瑋怡 Dealing | BFC747 | 2025-06-05 | |
| XIE Kaixi 謝凱西 DealingFuturesAdvising | BFO612 | 2025-06-05 | |
| CHAN Chor Hon 陳楚翰 DealingFuturesAdvising | BUG279 | 2025-06-05 | |
| LIN Ting Pong 連庭邦 Dealing | AOC860 | 2025-05-16 | |
| NG Kathy Ka Wai 伍家慧 Dealing | AXS569 | 2025-05-06 | |
| LOUIE Sze Ho Eugene 雷思灝 DealingFuturesAdvising | AYA786 | 2025-04-24 | |
| CHEN JIALIN 陈佳林 DealingFutures | BWE406 | 2025-04-24 | |
| LEUNG Wai Hang 梁煒鏗 Advising | ARA294 | 2025-04-03 | |
| KAN Po Yee 簡寶兒 DealingFutures | BWB469 | 2025-03-21 | |
| ZHANG Su 張蘇 DealingFuturesAdvising | BDJ817 | 2025-03-18 | |
| MA Li 馬力 DealingFutures | BBG535 | 2025-03-07 | |
| CHOW Wing Yan, Joseph 周永忻 Asset Mgmt | AQZ664 | 2025-03-05 | |
| DUAN Zhijian 段之鍵 Asset Mgmt | BRH096 | 2025-02-24 | |
| SUEN Wing Sze Camille 孫穎詩 DealingFutures | BUC626 | 2025-01-23 | |
| LUAN Qian 栾倩 DealingFuturesAdvising | BPK584 | 2025-01-13 | |
| NG Yan Yan 吳欣欣 DealingFutures | BVT435 | 2024-12-24 | |
| LEUNG Kai Tong 梁啟棠 DealingAdvising | ADU276 | 2024-12-20 | |
| WEY Jyh-Jye James 魏志傑 DealingFuturesAdvisingAdv.FuturesAsset Mgmt | BEQ291 | 2024-12-16 | |
| XU Tianle 許天樂 DealingFutures | BVP890 | 2024-11-22 | |
| CHEUNG Chi Lok 張熾樂 Asset Mgmt | AWC705 | 2024-11-01 | |
| LIAO Hao Po 廖皓博 Dealing | BVK180 | 2024-09-23 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.