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Asset ManagerActive

Union Insight Asset Management Limited

合悉資產管理有限公司

11
Total licensed
2
Currently active
9
Arrivals tracked
5
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Source firms · arrivals 2003–present

1Octal Capital Asset Management Limited2
2China Credit International Securities1
3Heritvest Wealth Management1
4HK Monkey Securities Limited1
5Quam Securities1
6Shangding International Asset Management Company Limited1
7Wisdom Bright Asset Management1
8YBN Asset Management1

Where talent goes

Destination firms · departures 2003–present

1Apollo Asset Management1
2Capital Group1
3Golden Full Asset Management1
4Qoo Asset Management Limited1
5Sunrise Fund (China) Limited1

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇨🇳China
1
🇭🇰Hong Kong
1

People

Active SFC licences
Name ↕CE# ↕Joined ↓
LEE Chak Fai 李澤輝
AdvisingAsset Mgmt
BFU9962025-05-02
Shi Yanling 施延凌
AdvisingAsset Mgmt
BTU8232023-07-28

Top competitors by talent overlap

1Insights Asset Management5.72Insight Capital Management5.73U&I Asset Management Limited5.74Ubiquant Asset Management Co., Limited5.65Universal Unite Wealth Management Limited5.66Uni-Century International Asset Management Limited5.57United Great International Investment Limited5.58United Gain Investment Limited5.49Original Asset Management Limited5.410Innovation Asset Management Co., Limited5.3