加百利投資管理(香港)有限公司
Total Invest Group Asset Management is a Hong Kong-based asset management and securities advisory firm licensed by the SFC for advising on securities and asset management. The firm provides portfolio management and investment advisory services, likely focusing on Hong Kong and Asian equity markets. Its client base likely includes high-net-worth individuals and smaller institutional investors seeking regional investment expertise. The firm operates with a small active team, consistent with a boutique investment management structure.
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 ↓ | |
|---|---|---|---|
| TAM Kwan Hung 譚鈞鴻 AdvisingAsset Mgmt | BBT082 | 2021-03-22 | |
| LIU Pohong 劉珀宏 AdvisingAsset Mgmt | BBS515 | 2013-11-29 | |
| ZHOU Nan 周楠 AdvisingAsset Mgmt | BBS517 | 2013-11-29 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.