Morningstar is the Hong Kong entity of the globally recognised investment research and data firm headquartered in Chicago. Its Hong Kong operations provide independent investment research, fund ratings, and data analytics services to institutional investors, asset managers, and financial advisers in the Asia-Pacific region. The firm also manages investment portfolios and model portfolios under its asset management licence, leveraging its proprietary research methodologies and manager selection expertise. Morningstar is widely regarded as a leading provider of independent financial data and fund analysis globally.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 11Source firms · arrivals 2003–present
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 ↓ | |
|---|---|---|---|
| TING Stephanie Cheuk Wai 丁卓蔚 Advising | BXG115 | 2025-12-04 | |
| CHENG Yu Tong 程宇彤 Advising | BRH041 | 2025-09-05 | |
| NAITO Makoto Advising | BWS641 | 2025-08-25 | |
| TAN Jiaping 譚嘉萍 Advising | BFZ641 | 2025-06-10 | |
| LAM Yat Hymn Douglas 林溢謙 Advising | BWI355 | 2025-05-28 | |
| SONG Xiao Wei 宋曉偉 Advising | AUC824 | 2025-03-17 | |
| YANG Junhao 杨钧皓 Advising | BWB165 | 2025-03-17 | |
| YANG Shuchao 楊書超 Advising | BPJ523 | 2023-10-12 | |
| KAN Siu Chung 簡兆聰 Advising | BFJ639 | 2023-05-08 | |
| HUI Ka Wo 許家和 Advising | BSU572 | 2022-08-02 | |
| SUN Fei 孫飛 Advising | AWK584 | 2022-02-23 | |
| WANG Chien-Kai 王健凯 Advising | BRQ901 | 2021-10-04 | |
| BEAUDOIN Hunter Reece Advising | BRR988 | 2021-09-23 | |
| ZHANG Junfei 張峻菲 Advising | BRQ133 | 2021-09-01 | |
| TSANG Ho Yin 曾浩賢 Advising | BRP912 | 2021-08-30 | |
| CHAN Ching Yee 陳靖怡 Advising | BQM897 | 2020-12-02 | |
| LEE Chok Wai Advising | BGR491 | 2019-11-07 | |
| PANG Yuk Hung Advising | BPB277 | 2019-10-30 | |
| LEE Yuk Yeung, Phelix 李旭暘 Advising | BCC892 | 2019-10-25 | |
| LIANG Zhengwei 梁政瑋 Advising | BOK497 | 2019-06-06 | |
| ABEYGUNAWARDANA Shihan Chamila Advising | BOA865 | 2019-01-22 | |
| SU Ruzhe 蘇汝哲 Advising | BMI065 | 2018-03-23 | |
| CHEUNG Nicholas 張瀚升 Advising | BCN387 | 2016-09-21 | |
| TAN Edna Lorraine Advising | AIR089 | 2015-08-17 | |
| CHOY Tsun Kit, Jackie 蔡俊傑 Advising | ANK724 | 2014-11-17 | |
| BAKER Daniel Robert Advising | AOX581 | 2014-11-17 | |
| TAM Yee Hang 譚綺蘅 Advising | AUT514 | 2014-11-17 | |
| CHAN Wing Hei 陳永熙 Advising | AWL048 | 2014-11-17 | |
| SHARE Chung Man, Germaine 佘仲文 Advising | BEJ962 | 2014-11-17 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.