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WRise Wealth Management

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.

44
Total licensed
15
Currently active
17
Arrivals tracked
17
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Regulated activities

RA1 · Dealing in SecuritiesRA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇨🇳China
8
🇭🇰Hong Kong
7

People

Active SFC licences
Name CE# Joined
LIN Jinyi 林津屹
DealingAdvisingAsset Mgmt
BXH6282026-01-23
YUAN Siyan 袁斯彦
DealingAdvisingAsset Mgmt
BTU2732025-12-10
YANG Peilin 楊佩琳
DealingAdvisingAsset Mgmt
BVX1792025-11-20
POON Kar Kin 潘嘉健
DealingAdvisingAsset Mgmt
BWR1352025-11-11
ZHANG Yifang 张译方
DealingAdvisingAsset Mgmt
BVW7962025-08-19
LEUNG Nga Ying 梁雅瑩
DealingAdvisingAsset Mgmt
BRI3062025-07-09
KWOK Ka Ho 郭家皓
DealingAdvisingAsset Mgmt
BSR2162025-07-07
WONG Emily Man-ching 王敏清
DealingAdvisingAsset Mgmt
AGN9562025-01-03
ZHAO Xiqian 赵西茜
DealingAdvisingAsset Mgmt
BVN0562024-11-20
ZHANG Xiaoyue 張瀟悦
DealingAdvisingAsset Mgmt
BVF7042024-11-07
DENG Jiaxin 鄧佳薪
DealingAdvisingAsset Mgmt
BUX8182024-07-16
CHENG Binqian 程彬倩
DealingAdvisingAsset Mgmt
BTG7142024-02-07
LIANG Junyao 梁俊堯
DealingAdvisingAsset Mgmt
BQI4402023-10-30
CHENG Tsz Yan
DealingAdvisingAsset Mgmt
BTF0632023-05-05
ZHANG Di 張頔
DealingAdvisingAsset Mgmt
BSD6912022-07-25