OC Consultants is a small Hong Kong-based financial services firm holding SFC licences for dealing in securities, advising on securities, and asset management. The firm likely provides investment advisory and discretionary portfolio management services alongside securities execution for its clients. Its client base is probably composed of high-net-worth individuals and small institutional investors seeking personalised investment solutions. The breadth of its licences suggests a multi-service boutique positioning despite its compact size.
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 ↓ | |
|---|---|---|---|
| YUAN Shuai 袁帥 DealingAdvisingAsset Mgmt | BVH589 | 2025-01-20 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.