Nicholas John Donaldson
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Nicholas John Donaldson, a licensed Representative with CE reference ACP433. Currently licensed at 1 firm(s): WealthTac Global Asset Management Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 20.4 years of SFC licence history. Total licence records on file: 11.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| WealthTac Global Asset Management Limited 富達環球資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2024-04-10 | present |
| WealthTac Global Asset Management Limited 富達環球資產管理有限公司 |
Rep | Type 9 - Asset management | 2024-04-10 | present |
| International Commerce Corporation | Rep | Type 4 - Advising on securities | 2020-01-23 | 2024-01-01 |
| International Commerce Corporation | Rep | Type 9 - Asset management | 2020-01-23 | 2024-01-01 |
| Goldyard Capital Limited 金營資本有限公司 |
Rep | Type 4 - Advising on securities | 2016-04-06 | 2019-12-11 |
| Goldyard Capital Limited 金營資本有限公司 |
Rep | Type 9 - Asset management | 2016-04-06 | 2019-12-11 |
| CBH Asia Limited 瑞金亞洲有限公司 |
Rep | Type 1 - Dealing in securities | 2010-10-15 | 2016-01-26 |
| CBH Asia Limited 瑞金亞洲有限公司 |
Rep | Type 4 - Advising on securities | 2007-10-09 | 2016-01-26 |
| CBH Asia Limited 瑞金亞洲有限公司 |
Rep | Type 9 - Asset management | 2007-10-09 | 2016-01-26 |
| Hong Kong Asset Management Limited 香港資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2006-04-03 | 2007-09-10 |
| Hong Kong Asset Management Limited 香港資產管理有限公司 |
Rep | Type 9 - Asset management | 2005-06-27 | 2007-09-10 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Nicholas John Donaldson during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.
| Name | Shared firm | Overlap |
|---|---|---|
| Christopher Paul Frederick Hopkins | CBH Asia Limited | 2007–2016 |
| Richard Evan Jones | CBH Asia Limited | 2007–2016 |
| Doron Huang | CBH Asia Limited | 2007–2016 |
| Jason Alexander Going | CBH Asia Limited | 2007–2016 |
| Julie Ning Chi Kwok | CBH Asia Limited | 2007–2016 |
| Anthony David Roberts | CBH Asia Limited | 2007–2016 |
| Kenman Wai Ching Wong | CBH Asia Limited | 2007–2016 |
| Milton Kwan Leung | CBH Asia Limited | 2007–2014 |
| Maria Yuk Munn Cheung | CBH Asia Limited | 2007–2014 |
| Mei Sze Wong | CBH Asia Limited | 2007–2014 |
| Jannie Man Hsih Shum | CBH Asia Limited | 2007–2016 |
| Jon Patrick Dingley | CBH Asia Limited | 2007–2016 |
| Yuet Ming Tong | CBH Asia Limited | 2007–2016 |
| Lai Wai Tse | CBH Asia Limited | 2007–2014 |
| Kevin Chi Kit Liem | CBH Asia Limited | 2009–2016 |
| Manbir Singh | International Commerce Corporation | 2020–2024 |
| Zachary Tin Ying Chan | CBH Asia Limited | 2011–2016 |
| David Charles Blumsom | CBH Asia Limited | 2011–2016 |
| Andrew Gregory Eden | Goldyard Capital Limited | 2016–2019 |
| Christopher Henry Hutchings | Goldyard Capital Limited | 2016–2019 |