梧桐資產管理有限公司
Planetree Asset Management Limited is a boutique asset management firm licensed by the SFC to conduct discretionary portfolio management services. The firm likely manages segregated accounts or pooled funds on behalf of a select group of clients, generating revenue through management and performance fees. Its client base is likely composed of high-net-worth individuals and small institutional investors. As a small independent manager, it occupies a niche in the Hong Kong alternatives or multi-asset space.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 9Source firms · arrivals 2003–present
Where talent goes
Top 8 of 19Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LAI Tai Yan 黎大恩 Asset Mgmt | BFI937 | 2026-03-30 | |
| WONG Kin Chun, Gilbert 黃健俊 Asset Mgmt | AAI303 | 2026-01-26 | |
| TSUI Chi Hin 徐子軒 Asset Mgmt | AGH786 | 2026-01-16 | |
| YUEN Ying Ho 袁英豪 Asset Mgmt | ACK266 | 2025-10-14 | |
| HALEK David Neil Asset Mgmt | ACJ179 | 2025-02-18 | |
| SAM Chi Yung 岑智勇 Asset Mgmt | APR850 | 2024-07-12 | |
| HUNG Siu Chun, Michael 洪小駿 Asset Mgmt | AGA524 | 2022-12-20 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.