寶鉅投資顧問有限公司
Paochu Investment Advisory is a small Hong Kong-based investment advisory and asset management firm licensed for advising on securities and asset management. The firm focuses on providing investment strategy, portfolio advisory, and discretionary management services, likely targeting high-net-worth individuals and small institutional clients. Without a dealing licence, it executes trades through external brokers, concentrating on its advisory and management value proposition. Its modest scale suggests a boutique approach with a focused client base and investment mandate.
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 20Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| CHEUNG Chi Kong, Ronald 張志江 AdvisingAsset Mgmt | AEE551 | 2019-04-12 | |
| WANG Chun Lin 王俊霖 AdvisingAsset Mgmt | BFT482 | 2015-07-06 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.