Yvonne Chi Yuen Ko
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yvonne Chi Yuen Ko (高志遠), a licensed Representative with CE reference AJJ561. Currently licensed at 1 firm(s): Centaline Wealth Management Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 8.8 years of SFC licence history. Total licence records on file: 14.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Centaline Wealth Management Limited 中原資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2025-02-18 | present |
| Centaline Wealth Management Limited 中原資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2025-02-18 | present |
| Centaline Wealth Management Limited 中原資產管理有限公司 |
Rep | Type 9 - Asset management | 2025-02-18 | present |
| WRise Wealth Management (Hong Kong) Limited 昇世資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2024-04-18 | 2024-12-31 |
| WRise Wealth Management (Hong Kong) Limited 昇世資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2024-04-18 | 2024-12-31 |
| WRise Wealth Management (Hong Kong) Limited 昇世資產管理有限公司 |
Rep | Type 9 - Asset management | 2024-04-18 | 2024-12-31 |
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 1 - Dealing in securities | 2020-11-11 | 2024-03-22 |
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 4 - Advising on securities | 2020-11-11 | 2024-03-22 |
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 9 - Asset management | 2020-11-11 | 2024-03-22 |
| HSBC Investment Funds (Hong Kong) Limited | Rep | Type 1 - Dealing in securities | 2005-05-13 | 2007-06-08 |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Type 9 - Asset management | 2005-05-13 | 2007-06-08 |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Type 4 - Advising on securities | 2005-05-12 | 2007-06-08 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2004-01-13 | 2005-02-25 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 6 - Advising on corporate finance | 2004-01-13 | 2005-02-25 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Yvonne Chi Yuen Ko 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.