合悉資產管理有限公司
Union Insight Asset Management Limited is a Hong Kong-based asset management boutique licensed for advising on securities and asset management, focused on managing discretionary portfolios and providing investment advisory services. The firm likely targets high-net-worth individuals and institutional investors, with a probable focus on Greater China or pan-Asian equity and fixed income strategies. With a small active team, it operates as a specialist investment manager serving a select client base. The name suggests positioning around deep market insight and disciplined portfolio management.
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 ↓ | |
|---|---|---|---|
| Shi Yanling 施延凌 AdvisingAsset Mgmt | BTU823 | 2023-07-28 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.