永聯財富管理有限公司
Winland Wealth Management Limited is a Hong Kong-based wealth management firm licensed by the SFC for dealing in and advising on securities. The firm focuses on securities brokerage and investment advisory services, catering primarily to high-net-worth individuals and retail investors seeking personalised wealth management solutions. Its name and licensing profile suggest a focus on providing integrated securities dealing and advisory services to clients managing personal wealth portfolios. The firm operates as a boutique wealth manager within Hong Kong's sizeable private wealth industry.
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 ↓ | |
|---|---|---|---|
| LI Wai Yi Dealing | BXC192 | 2025-12-19 | |
| LI Ho Yan 李昊昕 DealingAdvising | BVG154 | 2024-10-16 | |
| WONG Tan Ni 黄丹妮 DealingAdvising | BRZ890 | 2022-01-18 | |
| LIM Jia Jie 林佳杰 DealingAdvising | BQL711 | 2020-11-23 | |
| CHAN Cho Wai, Jo-jo 陳祖慧 DealingAdvising | AEM930 | 2016-12-12 | |
| WONG Keith 黃尚傑 DealingAdvising | AXV636 | 2015-01-02 | |
| TSUI Shun Lan 崔舜蘭 DealingAdvising | AZI541 | 2014-12-24 | |
| TSANG TSE Sze Kar, Jessica 曾謝思嘉 Dealing | BAV631 | 2013-02-28 | |
| WONG TSANG Kai Shan, Cassandra 黃曾啟珊 DealingAdvising | AOQ771 | 2007-04-02 | |
| TSANG Wing Fun 曾永芬 Dealing | AAC374 | 2005-07-21 | |
| TSANG Wing Wah 曾永華 DealingAdvising | AAC442 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.