昇世資產管理有限公司
WRise Wealth Management is a Hong Kong-based wealth management and asset management firm licensed for dealing in securities, advising on securities, and asset management. The firm provides comprehensive wealth management services including portfolio management, investment advisory, and securities brokerage, catering to the growing demand for private wealth solutions in Asia. Its client base primarily comprises high-net-worth individuals and family offices, with a likely focus on Chinese and Asian clients seeking both onshore and offshore investment opportunities. WRise represents the expanding cohort of independent wealth management firms targeting Asia's rapidly growing private wealth market.
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 13Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LIN Jinyi 林津屹 DealingAdvisingAsset Mgmt | BXH628 | 2026-01-23 | |
| YUAN Siyan 袁斯彦 DealingAdvisingAsset Mgmt | BTU273 | 2025-12-10 | |
| YANG Peilin 楊佩琳 DealingAdvisingAsset Mgmt | BVX179 | 2025-11-20 | |
| POON Kar Kin 潘嘉健 DealingAdvisingAsset Mgmt | BWR135 | 2025-11-11 | |
| ZHANG Yifang 张译方 DealingAdvisingAsset Mgmt | BVW796 | 2025-08-19 | |
| LEUNG Nga Ying 梁雅瑩 DealingAdvisingAsset Mgmt | BRI306 | 2025-07-09 | |
| KWOK Ka Ho 郭家皓 DealingAdvisingAsset Mgmt | BSR216 | 2025-07-07 | |
| WONG Emily Man-ching 王敏清 DealingAdvisingAsset Mgmt | AGN956 | 2025-01-03 | |
| ZHAO Xiqian 赵西茜 DealingAdvisingAsset Mgmt | BVN056 | 2024-11-20 | |
| ZHANG Xiaoyue 張瀟悦 DealingAdvisingAsset Mgmt | BVF704 | 2024-11-07 | |
| DENG Jiaxin 鄧佳薪 DealingAdvisingAsset Mgmt | BUX818 | 2024-07-16 | |
| CHENG Binqian 程彬倩 DealingAdvisingAsset Mgmt | BTG714 | 2024-02-07 | |
| LIANG Junyao 梁俊堯 DealingAdvisingAsset Mgmt | BQI440 | 2023-10-30 | |
| CHENG Tsz Yan DealingAdvisingAsset Mgmt | BTF063 | 2023-05-05 | |
| ZHANG Di 張頔 DealingAdvisingAsset Mgmt | BSD691 | 2022-07-25 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.