胤源世創家族辦公室(香港)有限公司
Yan Yun Family Office (HK) Limited is a Hong Kong-based single or multi-family office licensed for advising on securities and asset management, providing bespoke wealth management services. The firm manages and advises on investment portfolios tailored to the specific needs of wealthy family clients, offering discretionary portfolio management alongside strategic investment advice. Its client base consists of high-net-worth and ultra-high-net-worth families, likely with Chinese or pan-Asian heritage given the firm's name and Hong Kong base. Family offices of this type typically provide holistic wealth preservation, succession planning, and capital allocation services across multiple asset classes.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 13Source 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 Zhantao 栗占濤 AdvisingAsset Mgmt | BWH647 | 2025-06-23 | |
| ZHAO JILING 趙吉玲 AdvisingAsset Mgmt | BWI253 | 2025-06-09 | |
| YEUNG Choi Fung, Amy 楊才鳳 AdvisingAsset Mgmt | ANN663 | 2025-04-24 | |
| WONG Wai Ho 黃偉豪 AdvisingAsset Mgmt | AUQ931 | 2025-02-04 | |
| HAU Bun Ho 侯斌皓 AdvisingAsset Mgmt | ASL913 | 2024-05-21 | |
| WONG Wai Sun 黃慧新 AdvisingAsset Mgmt | BUW373 | 2024-04-25 | |
| CHEUNG Kam Fong 張錦方 AdvisingAsset Mgmt | ADY085 | 2024-02-27 | |
| YE Qi 叶琪 AdvisingAsset Mgmt | BSZ499 | 2024-01-12 | |
| LAM Chin Ting Mandy 林芊廷 AdvisingAsset Mgmt | BTV665 | 2023-06-13 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.