泓泰資產管理有限公司
Soteria Asset Management is a Hong Kong-based investment firm licensed for both advising on securities and asset management. The firm provides investment advisory services and manages discretionary portfolios, likely focused on Asian or global equities and fixed income. Its client base likely includes high-net-worth individuals, family offices, and smaller institutional investors. The name 'Soteria,' derived from the Greek goddess of safety and preservation, may reflect a capital preservation or risk-focused investment philosophy.
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 ↓ | |
|---|---|---|---|
| LAU Sai Kit, Dennis 劉世傑 AdvisingAsset Mgmt | AUV774 | 2025-09-02 | |
| YAM Kam Shing 任錦成 AdvisingAsset Mgmt | AGE094 | 2022-05-16 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.