順裕資產管理有限公司
Surich Asset Management Limited is a Hong Kong-based boutique asset management firm licensed for advising on securities and asset management. The firm focuses on managing investment portfolios and providing securities advisory services, likely with a focus on Asian equity or multi-asset strategies. Its client base likely includes high-net-worth individuals, family offices, and small institutional investors. The firm operates as an independent investment manager serving a select clientele.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 12Source 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 ↓ | |
|---|---|---|---|
| CAI Liyan 蔡立言 AdvisingAsset Mgmt | BRF353 | 2026-04-15 | |
| WONG Wai Chuen, Edward 黃偉全 AdvisingAsset Mgmt | AXC541 | 2025-10-21 | |
| IP Wing Kwan 葉泳君 AdvisingAsset Mgmt | BVU045 | 2025-04-11 | |
| CHUNG Man Him, James 鍾文謙 AdvisingAsset Mgmt | ANK917 | 2024-11-04 | |
| FUNG Long Hin 馮朗騫 AdvisingAsset Mgmt | BVJ940 | 2024-10-29 | |
| CHONG Ho Wai, Howard 莊浩惟 AdvisingAsset Mgmt | BJC704 | 2023-03-28 | |
| TONG Hok Hung Timothy 唐學黌 AdvisingAsset Mgmt | BSZ767 | 2022-11-30 | |
| YUEN Kar Wai 阮嘉偉 AdvisingAsset Mgmt | BOE902 | 2019-05-17 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.