美國萬利資產管理有限公司
Money Concepts Asset Management is a Hong Kong-based investment firm licensed for dealing in securities, advising on securities, and asset management, offering a range of investment services to its clients. The firm provides portfolio management, securities advisory, and fund management services, likely targeting retail and high-net-worth individual clients seeking accessible investment solutions. Its name suggests an orientation toward financial planning and wealth management in addition to pure asset management. It operates as a small boutique with a focused team.
Licensed headcount
Active licence holders · monthly snapshot
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 ↓ | |
|---|---|---|---|
| WONG Lai Kuen Fanny 黃麗娟 AdvisingAsset Mgmt | AFL820 | 2024-04-17 | |
| LO Yuen Mei 羅婉薇 DealingAdvisingAsset Mgmt | BAL307 | 2022-09-15 | |
| LIU Pui Yee Pearl 廖佩兒 DealingAdvising | BJE599 | 2017-04-21 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.