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Wealth ManagementActive

Yan Yun Family Office (HK) Limited

胤源世創家族辦公室(香港)有限公司

16
Total licensed
8
Currently active
16
Arrivals tracked
7
Departures tracked

Licensed headcount

Active licence holders · monthly snapshot

Where talent comes from

Top 8 of 13

Source firms · arrivals 2003–present

1Avenue Family Office4
2Avenue Investment Management Limited1
3Billion Capital Partners1
4Central China International Futures1
5Central China International Securities1
6China Vered Asset Management1
7China Vered Securities Limited1
8CIS Securities Asset Management1

Where talent goes

Destination firms · departures 2003–present

1AvantFaire Investment Management Limited1
2Creekfront Capital1
3Galaxy Treasure International Asset Management Limited1
4Kietex Capital Limited1
5Ming Yang Capital1
6Pearl International Securities Limited1
7Riche Bright Securities1

Regulated activities

RA4 · Advising on SecuritiesRA9 · Asset Management

Country of origin · active staff

Inferred from name · current members only

🇭🇰Hong Kong
4
🇨🇳China
2

People

Active SFC licences
Name ↕CE# ↕Joined ↓
LI Zhantao 栗占濤
AdvisingAsset Mgmt
BWH6472025-06-23
ZHAO JILING 趙吉玲
AdvisingAsset Mgmt
BWI2532025-06-09
YEUNG Choi Fung, Amy 楊才鳳
AdvisingAsset Mgmt
ANN6632025-04-24
WONG Wai Sun 黃慧新
AdvisingAsset Mgmt
BUW3732024-04-25
YE Qi 叶琪
AdvisingAsset Mgmt
BSZ4992024-01-12
LAM Chin Ting Mandy 林芊廷
AdvisingAsset Mgmt
BTV6652023-06-13

Top competitors by talent overlap

1Yunfeng Asset Management Limited5.72Hefeng Family Office (Hong Kong) Limited5.63DL Digital Family Office (HK) Limited5.54Livermore Family Office Services Limited5.45Hung Sing Asset Management5.46Yunqiao Technology Asset Management5.47Zhong Shan Asset Management Limited5.48Hua Liang Asset Management Limited5.49Xuanwu Capital Management Limited5.410Yongan Guofu Asset Management (Hong Kong) Company Limited5.4