美國萬利理財控股有限公司
Money Concepts International is a financial advisory and wealth management firm operating in Hong Kong with licences for dealing in securities, advising on securities, and asset management. The firm provides retail and high-net-worth clients with investment planning, portfolio advisory, and fund distribution services. It draws on the Money Concepts brand, which is associated with financial planning and investment education for individual investors. The firm's multi-licence structure allows it to offer end-to-end wealth management solutions from advice through to execution.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 11Source firms · arrivals 2003–present
Where talent goes
Top 8 of 9Destination 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 | 2024-01-18 | |
| LIU Pui Yee Pearl 廖佩兒 DealingAdvising | BJE599 | 2022-12-28 | |
| LO Yuen Mei 羅婉薇 DealingAdvisingAsset Mgmt | BAL307 | 2022-12-20 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.