國新資產管理有限公司
Sino Wealth Asset Management Limited is a boutique SFC-licensed firm authorised to advise on securities and manage investment assets in Hong Kong. The firm likely manages portfolios with a focus on Chinese and Hong Kong equities or fixed income instruments, catering to clients seeking exposure to Greater China markets. Its client base likely includes high-net-worth individuals, family offices, and smaller institutional investors. The firm operates with a small team, indicating a targeted and specialised investment approach.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 13Source 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 ↓ | |
|---|---|---|---|
| LO Chun Wah 魯震華 AdvisingAsset Mgmt | AJD784 | 2026-05-05 | |
| YU Miu Ki 庾苗期 AdvisingAsset Mgmt | AJL686 | 2023-05-30 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.