傲卓財富管理有限公司
Orchard Wealth Management is a Hong Kong-based wealth management and asset management firm licensed for advising on securities and asset management. The firm provides discretionary and advisory portfolio management services, likely with a focus on bespoke investment solutions. Its client base is primarily high-net-worth individuals and family offices seeking tailored wealth management. The firm operates as a boutique, differentiating itself through personalised service and customised investment strategies.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source 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 ↓ | |
|---|---|---|---|
| PETERSOHN Steven Jeffrey Asset Mgmt | ABF770 | 2017-06-07 | |
| WONG Yui Cheong, Andrew 黃裔昌 AdvisingAsset Mgmt | BDO256 | 2016-06-06 | |
| CHUNG Chui Yi 鍾翠儀 AdvisingAsset Mgmt | ASE466 | 2009-02-25 | |
| CHUNG Hon Sze 鍾瀚葹 AdvisingAsset Mgmt | ADN482 | 2008-11-05 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.