Heritvest Wealth Management (Hong Kong) Co., Limited
瑞承財富管理(香港)有限公司
Information
- Summary:
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Heritvest Wealth Management (Hong Kong) Co., Limited (瑞承財富管理(香港)有限公司), a Hong Kong-based licensed corporation with CE reference BNC350. Currently licensed for regulated activity type(s) 1 - Dealing in securities; 4 - Advising on securities; 9 - Asset management. Current licensed staff on file: 4 (total recorded over time: 23). Earliest licence on file: 2018-12-07.
- Category:
-
Buyside · Wealth management
- Registered address:
- Unit 8202B-04A, International Commerce Centre, 1 Austin Road West, Kowloon
- Website:
- LinkedIn:
Licence history
| Activity | From | To |
|---|---|---|
| Type 1 - Dealing in securities | 2018-12-07 | present |
| Type 4 - Advising on securities | 2022-03-07 | present |
| Type 9 - Asset management | 2022-03-07 | present |
| Type 2 - Dealing in futures contracts | 2018-12-07 | 2022-03-07 |
Licensed staff trend
-
Total licensed staff, all activities
Licensed staff (all-time) (23)
Active on date
| Name | Activities | First licensed | To |
|---|---|---|---|
| Bingze Gu 谷秉泽 | RO 4, 9 | 2026-01 | Present |
| Lawrence Wai Kong Wu 胡偉剛 | RO 1, 4, 9 | 2021-04 | Present |
| Jin Zhai 翟津 | RO 1, 4, 9 Rep 1, 4, 9 | 2023-12 | Present |
| Bin Yang | Rep 1, 4, 9 | 2026-04 | Present |
| Ning Fan 范宁 | RO 4, 9 Rep 1 | 2023-07 | 2025-11 |
| Chen Xue 薛忱 | Rep 1, 4, 9 | 2025-09 | 2025-11 |
| Wai Fong Chui 徐惠芳 | Rep 1, 4, 9 | 2024-12 | 2025-04 |
| Shi Qin 秦诗 | Rep 1, 4, 9 | 2023-08 | 2025-02 |
| Chi Ming Hon 韓志明 | Rep 1 | 2022-07 | 2024-05 |
| Chun Lan Wun 尹春蘭 | RO 1 | 2021-05 | 2024-02 |
| Angela Yuen Lam Tam 譚菀霖 | RO 4, 9 Rep 1 | 2023-11 | 2024-01 |
| Haoyu Wang 王浩宇 | RO 4, 9 Rep 1 | 2023-06 | 2024-01 |
| Mei Ling Lee 李美玲 | Rep 1, 4, 9 | 2022-10 | 2023-07 |
| Suen Lam | RO 1, 4, 9 Rep 1 | 2022-02 | 2023-05 |
| Ryan Pui Yu Lam 林沛宇 | RO 1, 4, 9 Rep 1 | 2021-06 | 2022-10 |
| Ka Ho Wong 黃家豪 | Rep 1 | 2021-08 | 2021-11 |
| Xiaochen Ying 应晓晨 | RO 1 | 2021-09 | 2021-11 |
| Wah Kin Lee 李華健 | RO 1, 2 Rep 1 | 2018-12 | 2021-02 |
| Wai Leung Cheng 鄭偉良 | RO 1, 2 | 2018-12 | 2020-02 |
| Wai Tat Luk 陸偉達 | Rep 2 | 2019-04 | 2020-01 |
| Philip Chi Wah Wong 黃智華 | Rep 1, 2 | 2019-10 | 2019-12 |
| Ka Ho Chan 陳家豪 | RO 1, 2 | 2018-12 | 2019-06 |
| Chun Yuk Lam 林俊旭 | RO 1, 2 Rep 1 | 2019-02 | 2019-05 |
Showing 1–23 of 23
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