Preferred Investment Advisors (H.K.) Limited
保富投資顧問(香港)有限公司
Information
- Summary:
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Preferred Investment Advisors (H.K.) Limited (保富投資顧問(香港)有限公司), a Hong Kong-based licensed corporation with CE reference APY827. Currently licensed for regulated activity type(s) 1 - Dealing in securities; 4 - Advising on securities; 9 - Asset management. Current licensed staff on file: 14 (total recorded over time: 36). Earliest licence on file: 2008-03-12.
- Category:
-
Buyside · Asset management
- Registered address:
- Unit 01 on 8th Floor, Beautiful Group Tower, 77 Connaught Road Central
- Website:
- LinkedIn:
Licence history
| Activity | From | To |
|---|---|---|
| Type 1 - Dealing in securities | 2008-12-30 | present |
| Type 4 - Advising on securities | 2008-03-12 | present |
| Type 9 - Asset management | 2008-03-12 | present |
Licensed staff trend
-
Total licensed staff, all activities
Licensed staff (all-time) (36)
Active on date
| Name | Activities | First licensed | To |
|---|---|---|---|
| Chia-Yu Chang 張家瑜 | RO 1, 4, 9 Rep 9 | 2008-03 | Present |
| Hsien Wen Tsai 蔡憲文 | RO 1 Rep 1, 4, 9 | 2011-02 | Present |
| Lun-Chun Yeh 葉倫君 | RO 1, 4, 9 | 2008-03 | Present |
| Cheng-Yu Chang 張正宇 | Rep 1, 9 | 2013-03 | Present |
| Chih-Hsuan Chang 張芷瑄 | Rep 9 | 2024-03 | Present |
| Yau Ming Cheung 張友名 | Rep 1, 9 | 2021-10 | Present |
| Chen-Jen Chu 朱宸蓁 | Rep 1, 9 | 2023-02 | Present |
| Bowen Duan 段博文 | Rep 1, 9 | 2026-08 | Present |
| Wan Shan Lee 李宛珊 | Rep 1, 9 | 2015-07 | Present |
| Guan Ying Li 李冠瑩 | Rep 1, 9 | 2021-11 | Present |
| Hsin Jung Lin 林忻蓉 | Rep 1, 9 | 2012-03 | Present |
| Hsueh Yen Lin 林雪燕 | Rep 1 | 2018-07 | Present |
| Kuo Ping Liu 劉國萍 | Rep 9 | 2024-09 | Present |
| Yung-Ching Ou 歐永井 | Rep 1, 9 | 2013-04 | Present |
| Chih-Yuan Lin 林治源 | RO 1, 4, 9 | 2008-03 | 2025-05 |
| Ya Chi Wu 吳雅娸 | Rep 1, 9 | 2014-03 | 2025-01 |
| Chieh Fen Tsai 蔡劼峯 | Rep 1, 9 | 2012-08 | 2024-10 |
| Yen Chun Chang 張燕淳 | Rep 1, 9 | 2012-05 | 2023-05 |
| Qin Lu 陸沁 | Rep 1, 9 | 2015-08 | 2023-03 |
| Siyu Cheng 成思雨 | Rep 1, 9 | 2022-07 | 2023-01 |
| Chia-Hsuan Huang 黃家軒 | Rep 1, 4, 9 | 2011-01 | 2021-06 |
| Cheng Hao Chien 簡正浩 | Rep 1, 9 | 2017-04 | 2020-12 |
| Tong Fai Wu 胡堂輝 | Rep 1, 9 | 2016-12 | 2018-06 |
| Vanessa Yuen Ching Wong 黃苑菁 | Rep 1, 9 | 2015-10 | 2016-11 |
| Chao Kuang Chiang 姜昭光 | Rep 1, 9 | 2015-06 | 2016-10 |
| Man Wui Li 李文滙 | Rep 1, 9 | 2012-09 | 2015-06 |
| Cheng-Yueh Teng 鄧鎮岳 | Rep 1 | 2013-03 | 2015-04 |
| Wei-Kuo Yeh 葉為國 | Rep 1 | 2014-09 | 2015-04 |
| Hsin-Ju Hsieh 謝欣如 | Rep 1 | 2013-08 | 2014-11 |
| Shih-Hsiang Yuan 阮世祥 | Rep 1, 4 | 2012-08 | 2014-09 |
| Ker-Yu Chuang 莊克宇 | Rep 1, 9 | 2011-01 | 2013-10 |
| Mei-Chen Liang 梁梅珍 | Rep 1 | 2013-05 | 2013-08 |
| Ming Cheng Yang 楊明錚 | Rep 1, 4, 9 | 2012-05 | 2013-07 |
| Tsorng-Huey Hwang 黃琮惠 | Rep 1 | 2012-03 | 2012-09 |
| William Shui Lun Wong 王瑞麟 | Rep 9 | 2008-07 | 2009-12 |
| Kuo Ruei Ou Yang 歐陽國瑞 | Rep 9 | 2008-07 | 2008-10 |
Showing 1–36 of 36
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