鍾山資產管理有限公司
Zhong Shan Asset Management Limited is a small Hong Kong-based boutique asset manager licensed to advise on securities and manage assets. The firm manages investment portfolios on a discretionary basis and provides securities advisory services, likely targeting high-net-worth individuals and small institutional investors. Its focus on China-related investments is suggested by its name, possibly managing mandates with exposure to Greater China equity or fixed income markets. The firm operates on a lean scale consistent with a boutique mandate-driven model.
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 ↓ | |
|---|---|---|---|
| WANG Can 王燦 AdvisingAsset Mgmt | BXL615 | 2026-02-06 | |
| SUN Haoyuan 孫浩元 AdvisingAsset Mgmt | BUG437 | 2023-11-06 | |
| HUEN Kit Yee 禤潔儀 AdvisingAsset Mgmt | AHJ779 | 2023-06-01 | |
| YE Guangji 叶光霽 AdvisingAsset Mgmt | BPS627 | 2020-06-08 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.