方圓基金管理(香港)有限公司
Prudence Investment Management is a Hong Kong-based asset manager and securities adviser licensed for dealing and advising on securities as well as discretionary portfolio management. The firm provides investment management and securities advisory services, likely focusing on equity and fixed income strategies. Its client base probably encompasses high-net-worth individuals, family offices, and smaller institutional investors. The firm operates as a boutique investment manager with a tailored approach to wealth and portfolio management.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 12Source firms · arrivals 2003–present
Where talent goes
Top 8 of 13Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| CHEN Fangze 陳方澤 AdvisingAsset Mgmt | BXM468 | 2026-01-27 | |
| LAI Shaoping 賴少萍 AdvisingAsset Mgmt | BAG440 | 2025-10-16 | |
| LI YING 李莹 AdvisingAsset Mgmt | BUT980 | 2024-04-02 | |
| YANG Xi 楊茜 AdvisingAsset Mgmt | BRV136 | 2021-11-26 | |
| DENG Ti Shun 鄧體順 DealingAdvisingAsset Mgmt | AER867 | 2020-05-28 | |
| GUO Chenyang 郭晨阳 DealingAdvisingAsset Mgmt | BGC464 | 2018-07-06 | |
| ZENG Qianqian 曾千芊 DealingAdvisingAsset Mgmt | BMQ907 | 2018-04-03 | |
| SU Yanling 蘇艷玲 DealingAdvisingAsset Mgmt | BKY819 | 2017-10-20 | |
| XIA Yun 夏云 DealingAdvisingAsset Mgmt | BJA039 | 2017-02-02 | |
| CHAN Man Fung 陳文豐 DealingAdvisingAsset Mgmt | AXN001 | 2011-08-09 | |
| CHEN Liye 陳禮燁 DealingAdvisingAsset Mgmt | AXF909 | 2011-05-27 | |
| TAN Shuyue 譚姝玥 DealingAdvisingAsset Mgmt | AWP011 | 2011-01-31 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.