信安投資及退休金服務有限公司
Principal Financial Group is a major US-based global financial services company specialising in retirement, insurance, and asset management solutions, with its Hong Kong operations focused on dealing in and advising on securities. The firm primarily serves corporate clients, institutional investors, and pension fund managers, offering investment solutions and retirement planning services tailored to the Asia-Pacific market. Its Hong Kong presence supports the group's broader strategy of providing employee benefits and financial protection products to regional employers and individuals. Principal Financial Group is a well-established name in the global pension and asset management industry, listed on the NASDAQ.
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 ↓ | |
|---|---|---|---|
| OUYANG Dengyan 歐陽鄧妍 DealingAdvising | BPN030 | 2026-04-14 | |
| FU Chia-wen 傅佳玟 DealingAdvising | BXS429 | 2026-04-13 | |
| LIU Sai Kit 廖世傑 DealingAdvising | BJS797 | 2024-07-18 | |
| CHAN Hiu Yung Crystal 陳曉蓉 Dealing | BOE956 | 2024-06-03 | |
| CHENG Chui Ying 鄭翠盈 DealingAdvising | BTB519 | 2022-12-02 | |
| LO King Chung 盧敬忠 DealingAdvising | AKP938 | 2022-09-29 | |
| YAU Yuet Fong 丘月芳 Dealing | ANG124 | 2022-07-19 | |
| TEOH Chin Wei 張津偉 DealingAdvising | ARP541 | 2021-07-16 | |
| CHONG Kwok Chee 莊國幟 DealingAdvising | BAN207 | 2021-07-02 | |
| WONG Yuen Lee 黃婉梨 DealingAdvising | AFL364 | 2018-08-28 | |
| KE Wing Shuen 柯泳璇 Dealing | AFD507 | 2018-08-16 | |
| LAM Lai Kwan 林麗君 Dealing | AXC908 | 2017-12-28 | |
| SARAN Phillip Howard Hasenfus 郝振毅 DealingAdvising | AYZ046 | 2017-11-22 | |
| LEE Chui Shan 李翠珊 DealingAdvising | BJT301 | 2017-07-07 | |
| IP Kwai Keung 葉桂強 DealingAdvising | AMS708 | 2014-07-15 | |
| CHEUNG Kam Ping 張錦屏 DealingAdvising | AEX966 | 2014-01-21 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.