信安資金管理(亞洲)有限公司
Principal Asset Management is the Hong Kong operation of Principal Financial Group, a leading US-based global financial services company headquartered in Des Moines, Iowa, with strong roots in retirement and insurance solutions. In Hong Kong, the firm focuses on fund management, investment advisory, and corporate finance advisory, offering mutual funds and institutional asset management services. Its client base spans retail investors, pension funds, and institutional investors, with particular expertise in multi-asset and fixed income strategies. Principal has been an active Mandatory Provident Fund (MPF) scheme provider in Hong Kong, making retirement savings a key part of its local business.
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 ↓ | |
|---|---|---|---|
| LIU Tianyu 劉天雨 AdvisingAsset Mgmt | BTO567 | 2026-02-09 | |
| HO Chun Yee 何俊義 DealingAdvisingAsset Mgmt | BUG016 | 2025-11-20 | |
| LAU Martin Kin Yeung 劉健洋 DealingAdvising | AXX232 | 2025-07-15 | |
| ZHAO Jing 趙晶 DealingAdvising | BKG141 | 2025-07-08 | |
| SHEK Mei Shan 石美珊 DealingAdvising | BWF266 | 2025-07-07 | |
| ZHOU Chenruo 周辰若 DealingAdvisingAsset Mgmt | BOS229 | 2025-06-13 | |
| DENG Yifan 鄧逸凡 AdvisingAsset Mgmt | BRN906 | 2025-06-12 | |
| CAO Yang 曹阳 AdvisingAsset Mgmt | BHN783 | 2024-11-13 | |
| TEOH Chin Wei 張津偉 DealingAdvisingAsset Mgmt | ARP541 | 2024-10-28 | |
| LIU Hsiang Ching 劉向晴 AdvisingAsset Mgmt | BTK148 | 2023-11-20 | |
| LIU Chang 劉暢 AdvisingAsset Mgmt | BDO978 | 2023-04-13 | |
| SIAW Kiat Hau Asset Mgmt | BTM987 | 2023-03-14 | |
| YE Junrui 叶俊睿 AdvisingAsset Mgmt | BNU268 | 2022-12-01 | |
| LI Man 李曼 AdvisingAsset Mgmt | BKX346 | 2022-12-01 | |
| KE Wing Shuen 柯泳璇 DealingAdvising | AFD507 | 2022-12-01 | |
| ZHANG Yifan 張一凡 AdvisingAsset Mgmt | BIR398 | 2022-12-01 | |
| YU Ran 郁然 AdvisingAsset Mgmt | BBR452 | 2022-12-01 | |
| CHONG Kwok Chee 莊國幟 DealingAdvising | BAN207 | 2022-12-01 | |
| LUO Xi 羅希 AdvisingAsset Mgmt | BAE895 | 2022-12-01 | |
| YU Ying 余穎 AdvisingAsset Mgmt | BFU726 | 2022-12-01 | |
| LAM Lai Kwan 林麗君 DealingAdvising | AXC908 | 2022-12-01 | |
| KOH Chee Sin Asset Mgmt | BLE454 | 2022-11-18 | |
| WONG Wing Leong 王永亮 AdvisingAsset Mgmt | BTC619 | 2022-11-02 | |
| YAU Yuet Fong 丘月芳 DealingAdvising | ANG124 | 2022-07-19 | |
| GOPALAKRISHNAN Prakash Asset Mgmt | BPW944 | 2022-07-15 | |
| WAN Howe Chung Asset Mgmt | BNV174 | 2022-07-15 | |
| WANG Xi 王曦 AdvisingAsset Mgmt | AON741 | 2022-07-11 | |
| LEUNG Wing Hang 梁永恒 AdvisingAsset Mgmt | BRU664 | 2021-10-18 | |
| SINGH Raj Kumar AdvisingAsset Mgmt | AYD306 | 2021-07-14 | |
| PENG Han 彭瀚 AdvisingAsset Mgmt | BEZ915 | 2020-07-21 | |
| CHAN Hiu Yung Crystal 陳曉蓉 DealingAdvisingAsset Mgmt | BOE956 | 2019-03-11 | |
| TO Ming Kan 杜銘勤 DealingAdvisingAsset Mgmt | BHO110 | 2016-06-29 | |
| CHEUNG Kam Ping 張錦屏 AdvisingAsset Mgmt | AEX966 | 2014-05-26 | |
| SARAN Phillip Howard Hasenfus 郝振毅 DealingAdvisingAsset Mgmt | AYZ046 | 2012-02-13 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.