Wealth Management Group is a Hong Kong-based asset management firm holding a single SFC licence for asset management. The firm focuses on discretionary investment management, managing portfolios on behalf of clients across various asset classes. Its primary client base likely consists of high-net-worth individuals and family offices seeking professional management of their investment portfolios. The firm's exclusive focus on asset management suggests a pure advisory and portfolio management model without direct brokerage execution capabilities.
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 ↓ | |
|---|---|---|---|
| LIU Jiali 劉嘉麗 Asset Mgmt | BTE247 | 2026-05-04 | |
| MCNEICE William Scott Asset Mgmt | BHV418 | 2016-07-29 | |
| THOMAS Neil Laurence Asset Mgmt | ALS139 | 2007-03-08 | |
| WILKINSON David Wayne Asset Mgmt | ABZ070 | 2007-02-02 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.