睿智金融資產管理有限公司
Vision Finance Asset Management is a Hong Kong-based investment management firm licensed for dealing in securities, advising on securities, and asset management. The firm provides discretionary portfolio management and securities advisory services, likely with a focus on Asian equities and related asset classes. Its client base probably spans high-net-worth individuals and family offices seeking active management in regional markets. The inclusion of a securities dealing licence allows the firm to execute transactions directly on behalf of its managed accounts.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 12Source firms · arrivals 2003–present
Where talent goes
Top 8 of 10Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LEONG Jonathan Raymond 梁健寧 AdvisingAsset Mgmt | AVM644 | 2026-01-02 | |
| BENT Alexander John Asset Mgmt | BUW316 | 2025-09-10 | |
| SHTARKMAN Ariel Olga Asset Mgmt | BUW323 | 2025-09-10 | |
| YAO Yingqi 姚英奇 Dealing | BDM677 | 2025-01-23 | |
| LAM Hoi Yan, Karen 林藹茵 AdvisingAsset Mgmt | AEY346 | 2017-12-19 | |
| HU Yi Na 胡伊娜 DealingAdvisingAsset Mgmt | AWM092 | 2016-10-17 | |
| LIAW Chia Lien 廖家聯 AdvisingAsset Mgmt | BHX550 | 2016-10-04 | |
| NIU Zhongjie 牛鍾洁 AdvisingAsset Mgmt | AFR748 | 2008-12-17 | |
| AU Wing Ki, Astor 區詠琪 Advising | AML953 | 2008-12-17 | |
| ZHANG Chengliang 張承良 DealingAdvisingAsset Mgmt | AIR259 | 2006-11-14 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.