瑞橡資本管理有限公司
Oakwise Capital Management is a Hong Kong-based asset management boutique licensed for dealing in securities, advising on securities, and asset management. The firm focuses on equity and securities portfolio management, likely with an Asia or Greater China investment mandate. Its client base typically includes high-net-worth individuals, family offices, and smaller institutional investors. Oakwise operates as an independent manager, offering bespoke investment solutions and discretionary portfolio management services.
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 12Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| WU Peizhe 吳沛哲 AdvisingAsset Mgmt | BOM088 | 2026-02-12 | |
| TAO RAN 陶然 AdvisingAsset Mgmt | BUX431 | 2026-01-09 | |
| Huang Chenghu 黄誠虎 AdvisingAsset Mgmt | BNP866 | 2025-05-21 | |
| TSOI Po Yi 蔡寶兒 Asset Mgmt | BSD825 | 2024-02-28 | |
| LUO Zhihua 羅志華 AdvisingAsset Mgmt | BTY241 | 2023-08-10 | |
| CHEN Yingxin 陳穎欣 AdvisingAsset Mgmt | BRQ024 | 2021-10-25 | |
| ZHANG Fan 張帆 DealingAdvisingAsset Mgmt | AXG303 | 2021-07-20 | |
| ZHANG Nanxi 張楠希 AdvisingAsset Mgmt | BQB485 | 2020-09-15 | |
| WONG Sze Yuen, Marshal 黃思遠 AdvisingAsset Mgmt | AUK435 | 2020-05-13 | |
| DONG Xiao 董瀟 AdvisingAsset Mgmt | BEJ224 | 2019-09-27 | |
| LI Sisi 黎偲偲 DealingAdvisingAsset Mgmt | AWL795 | 2019-09-12 | |
| WANG Fengyu 王風雨 DealingAdvisingAsset Mgmt | APX278 | 2019-03-07 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.