富理基有限公司
Phoenician is a small Hong Kong-based investment advisory and asset management firm licensed for advising on securities and managing portfolios. The firm likely provides bespoke investment advisory and discretionary management services to a niche client base of high-net-worth individuals or family offices. Operating with a minimal team, it functions as a highly focused boutique with a relationship-driven business model. Revenue is derived from advisory retainers and management fees on assets under management.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 15Source firms · arrivals 2003–present
Where talent goes
Top 8 of 14Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| TAN Xiaoqian 譚小倩 AdvisingAsset Mgmt | BGQ372 | 2026-08-18 | |
| AROSTI Marco AdvisingAsset Mgmt | APZ595 | 2018-06-07 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.