Mackenzie Investments is the Hong Kong operation of Mackenzie Financial Corporation, a major Canadian asset management company and subsidiary of IGM Financial. The firm offers dealing, advisory, and asset management services across securities and futures, serving institutional clients and distributing investment products in the Asian market. Its revenue is derived from fund management fees and investment advisory services, leveraging its Canadian parent's broad product suite. The Hong Kong office primarily supports Mackenzie's international distribution and investment management capabilities in Asia.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 16Source firms · arrivals 2003–present
Where talent goes
Top 8 of 10Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| ZHANG Xinxin 張信欣 DealingAsset Mgmt | BUD128 | 2026-02-24 | |
| PONG Hayden Hei Ting 龐熙霆 DealingAsset Mgmt | APO549 | 2023-01-10 | |
| WU Michael Kai-tai 胡啟泰 AdvisingAsset Mgmt | BEJ964 | 2023-01-09 | |
| FUNG Wing Sze 馮詠詩 DealingAdvisingAsset Mgmt | APP358 | 2021-06-02 | |
| KWOK Wai Ting, Wendy 郭瑋婷 Asset Mgmt | BBF236 | 2019-11-04 | |
| HAYASHI Ryoichi 林良一 DealingAdvisingAsset Mgmt | BBW086 | 2018-10-24 | |
| CHAN Siu Wing 陳紹榮 AdvisingAsset Mgmt | BEC072 | 2017-01-12 | |
| GEDDES Marc Alan DealingAdvisingAsset Mgmt | BBC911 | 2015-05-18 | |
| WHELAN Mark Gerald AdvisingAsset Mgmt | BEN655 | 2014-12-23 | |
| SCOTT Nicholas Peter DealingAdvisingAsset Mgmt | AFX190 | 2014-09-15 | |
| LAU Yik Yiu 劉奕堯 AdvisingAsset Mgmt | AHK487 | 2007-08-10 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.