Wells Global Asset Management is a small Hong Kong-based asset management firm licensed for dealing in securities, advising on securities, and asset management. Its core business involves managing investment portfolios and providing securities advisory services, generating revenue through management fees and advisory mandates. The firm likely serves high-net-worth individuals and smaller institutional clients seeking managed investment solutions. It appears to be an independent boutique with no known affiliation to Wells Fargo or other major financial groups.
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 ↓ | |
|---|---|---|---|
| TAMURA Kota 田村孝太 DealingAdvisingAsset Mgmt | BTT250 | 2023-06-01 | |
| HASEGAWA Kenichi 長谷川建一 DealingAdvisingAsset Mgmt | AWF432 | 2022-09-21 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.