誠智國際財經策劃有限公司
Reliance International Financial Planners Limited is a Hong Kong-based financial services firm licensed for dealing in securities, advising on securities, and asset management. The firm provides financial planning, investment advisory, and portfolio management services, suggesting it targets retail and high-net-worth individual clients seeking holistic wealth management solutions. Revenue is generated through advisory fees, commissions, and asset management mandates. It operates as a boutique independent financial planning and investment management firm.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source 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 ↓ | |
|---|---|---|---|
| LEE Yiu Kai, Godwin 李耀基 DealingAdvisingAsset Mgmt | AET319 | 2022-11-01 | |
| LIU Che Wah, Chiny 廖紫華 DealingAdvisingAsset Mgmt | ABH699 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.