覽眾投資管理有限公司
Pinnacle Investment Management is a Hong Kong-based boutique investment firm licensed by the SFC for dealing in securities, advising on securities, and asset management. The firm provides integrated investment management services, including portfolio management, securities advisory, and brokerage execution, likely targeting high-net-worth individuals and institutional clients. Its broad licence coverage suggests a full-service approach within a boutique framework. The firm maintains an active team of licensed professionals supporting its investment management operations.
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 ↓ | |
|---|---|---|---|
| YIP Wai Yan 葉渭茵 Asset Mgmt | AXZ867 | 2025-01-14 | |
| YU Yiqi 俞一騏 DealingAdvising | BAL416 | 2022-07-21 | |
| YUAN Zijia 袁子甲 DealingAdvisingAsset Mgmt | AYN418 | 2020-12-14 | |
| MAN Chi Wai 文志偉 Asset Mgmt | BBH998 | 2016-06-29 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.