美建管理有限公司
Upbest Assets Management is a Hong Kong financial firm licensed for advising on securities, advising on corporate finance, and asset management. The firm provides investment advisory, portfolio management, and corporate finance advisory services, generating revenue across fee-based advisory and managed account mandates. Its client base likely includes high-net-worth individuals, family offices, and smaller corporate clients requiring capital markets guidance. The inclusion of corporate finance advisory suggests involvement in IPO sponsorship, placing, or M&A transactions in addition to traditional asset 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 ↓ | |
|---|---|---|---|
| AU-YONG Shong, Samuel 歐陽淞 Corp Finance | ACH857 | 2018-10-04 | |
| WOO Yun Shing, Vincent 胡殷誠 Asset Mgmt | AQA799 | 2016-11-01 | |
| CHOW Wing Kit, Dennis 周榮傑 AdvisingAsset Mgmt | ABN739 | 2012-06-06 | |
| CHENG Wai Ling, Annie 鄭偉玲 AdvisingCorp FinanceAsset Mgmt | ALI160 | 2004-11-26 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.