保富投資顧問(香港)有限公司
Preferred Investment Advisors is a Hong Kong-based financial services firm holding SFC licences for dealing in securities, advising on securities, and asset management, positioning it as a full-service investment advisory and brokerage firm. The firm serves a client base likely comprising retail investors, high-net-worth individuals, and smaller institutions seeking integrated trading, advisory, and portfolio management services. Its broad licence scope allows it to offer end-to-end investment solutions from execution to portfolio oversight. The firm maintains a moderate team of active licensed professionals.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 10Source 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 ↓ | |
|---|---|---|---|
| LIU Kuo Ping 劉國萍 Asset Mgmt | AOY514 | 2024-09-04 | |
| CHANG CHIH-HSUAN 張芷瑄 Asset Mgmt | BTY184 | 2024-03-20 | |
| CHU Chen-Jen 朱宸蓁 DealingAsset Mgmt | BTJ490 | 2023-02-21 | |
| LI Guan Ying 李冠瑩 DealingAsset Mgmt | BQI385 | 2021-11-02 | |
| CHEUNG Yau Ming 張友名 DealingAsset Mgmt | BRO391 | 2021-10-08 | |
| LIN Hsueh Yen 林雪燕 Dealing | AJL300 | 2018-07-16 | |
| LEE Wan Shan 李宛珊 DealingAsset Mgmt | BFP948 | 2015-07-13 | |
| OU Yung-ching 歐永井 DealingAsset Mgmt | ASZ561 | 2013-04-22 | |
| CHANG Cheng-Yu 張正宇 DealingAsset Mgmt | AQO323 | 2013-03-07 | |
| LIN Hsin Jung 林忻蓉 DealingAsset Mgmt | AZE934 | 2012-03-27 | |
| TSAI Hsien Wen 蔡憲文 DealingAdvisingAsset Mgmt | AST254 | 2011-02-24 | |
| CHANG Chia-Yu 張家瑜 DealingAdvisingAsset Mgmt | AQA121 | 2008-03-12 | |
| YEH Lun-Chun 葉倫君 DealingAdvisingAsset Mgmt | AQA122 | 2008-03-12 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.