威靈頓管理香港有限公司
Wellington Management is the Hong Kong office of Wellington Management Company LLP, one of the world's largest independent investment management firms founded in Boston in 1928. Licensed for securities and futures dealing, securities advisory, and asset management, the Hong Kong office supports Wellington's Asia-Pacific investment capabilities and client servicing across equities, fixed income, and multi-asset strategies. Its client base is exclusively institutional, comprising pension funds, sovereign wealth funds, insurance companies, and endowments globally. Wellington is well known for its partnership structure, deep fundamental research culture, and its long history as a sub-advisor to major global investment funds.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 20Source firms · arrivals 2003–present
Where talent goes
Top 8 of 20Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| KAO Chi Lam 高志霖 DealingAdvising | AXO032 | 2026-04-22 | |
| ZHOU Bo 周波 DealingAdvisingAsset Mgmt | AYZ673 | 2026-04-20 | |
| CHUNG Chi Kin Joe DealingAdvising | BUX053 | 2026-04-10 | |
| CHEUNG Fuk Shing 張福城 DealingAdvising | BHD205 | 2026-02-27 | |
| ISCH Roberto Jose DealingAdvising | BUS793 | 2026-02-24 | |
| DILKES Ross Peter DealingAdvising | ASH948 | 2026-01-23 | |
| REECE Schuyler Shearson DealingAdvising | BVO584 | 2026-01-23 | |
| BERGER Joshua Michael AdvisingAsset Mgmt | BWV147 | 2025-11-11 | |
| GORMAN Stephen Alexander DealingAdvising | BWV716 | 2025-10-10 | |
| HUNG Cheuk Ting 洪綽廷 DealingAdvising | BPM600 | 2025-09-16 | |
| TAN Ying Ting Sherilyn DealingAdvising | BWU721 | 2025-09-16 | |
| MANNING Timothy Newton DealingAdvising | BVI632 | 2025-09-12 | |
| HOSNY Ehab DealingAdvising | BWS088 | 2025-09-01 | |
| YAU Tat Wing 邱達榮 Dealing | BWS991 | 2025-08-22 | |
| KAMIMURA Takuma DealingAdvisingAsset Mgmt | BWR343 | 2025-08-12 | |
| MO Cheuk Hei Marcus 武倬禧 DealingAdvising | BWO342 | 2025-07-22 | |
| HUANG Qin 黃沁 DealingAdvising | BWH848 | 2025-05-28 | |
| SY Yat Hei 施日晞 Dealing | BWG946 | 2025-05-26 | |
| COX Samuel Oscar DealingAdvising | BWG036 | 2025-05-09 | |
| WANG Shuning 汪姝凝 DealingAdvising | BVZ961 | 2025-04-10 | |
| GUO Yue 郭越 DealingAdvising | BVX193 | 2025-02-26 | |
| GOODMAN III Robert Campe DealingAdvising | BNO751 | 2025-02-14 | |
| SHARP PAUL Andrew David DealingAdvising | BEX115 | 2025-01-10 | |
| REYNOLDS Sean Carvin DealingAdvising | BVQ630 | 2025-01-07 | |
| TAN Eng Kiat Jonathan DealingAdvising | BVP941 | 2025-01-06 | |
| SO Chi Kay 蘇智琪 DealingAdvising | BDM977 | 2024-11-01 | |
| KERGALL Boris Xavier Marie DealingAdvising | BUV381 | 2024-10-18 | |
| LAU Felix Ka Fung 劉嘉峰 DealingAdvising | BVL615 | 2024-10-15 | |
| FITZGERALD Connor DealingAdvising | BVB726 | 2024-07-03 | |
| DAI Xiaowen 戴小文 DealingAdvising | BUV612 | 2024-05-17 | |
| CRICHTON Charles Patrick Vesey DealingAdvising | BUT379 | 2024-03-26 | |
| KAUSHIK Vasuki DealingFutures | BUK297 | 2024-01-05 | |
| LIPTON Matthew Thomas DealingAdvising | BNI289 | 2023-11-03 | |
| PERRET Christopher Scott DealingAdvising | BPF315 | 2023-11-03 | |
| XIE Yan 謝言 DealingAdvising | BUA277 | 2023-08-30 | |
| JOSEPH Davina Vijitha DealingAsset Mgmt | BTT898 | 2023-06-26 | |
| ZHU Yue 朱玥 DealingAdvising | BTT648 | 2023-06-13 | |
| CHEN Ziyun 陳子蘊 Dealing | BTT856 | 2023-06-05 | |
| BUTTERWORTH Jeremy Hemantha DealingAdvising | BTM501 | 2023-05-18 | |
| SAMOUILHAN Nicholas Lawrence DealingAdvising | BTS571 | 2023-05-11 | |
| SONG Jiyun DealingAdvising | BTR724 | 2023-05-04 | |
| ANGELI Steven Carl DealingAdvising | BGV075 | 2023-04-24 | |
| MACDONALD Alistair John DealingAdvising | AVW485 | 2023-04-14 | |
| WANG Tiansi 王天思 DealingAdvising | BCZ087 | 2022-12-28 | |
| CHEUNG Wing Kui 張詠鉅 DealingAdvising | BTF441 | 2022-12-16 | |
| LO Pui Man 勞珮雯 DealingAdvising | AJD641 | 2022-12-14 | |
| CHAMBERS Alexander Royston DealingAdvising | BCG384 | 2022-12-05 | |
| SON Joo Rak DealingFutures | BGK634 | 2022-11-22 | |
| ZHANG Xiaying 張夏穎 DealingAdvising | BCL115 | 2022-11-01 | |
| LO Long Pak Rambo 盧朗柏 DealingAdvising | AWA647 | 2022-10-13 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.