Steve Holdener
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Steve Holdener, a licensed Responsible Officer with CE reference BHH536. Currently licensed at 1 firm(s): Sona Asset Management (HK) Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 6.9 years of SFC licence history. Total licence records on file: 8.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Sona Asset Management (HK) Limited | RO | Type 1 - Dealing in securities | 2025-08-28 | present |
| Sona Asset Management (HK) Limited | RO | Type 4 - Advising on securities | 2025-08-28 | present |
| Sona Asset Management (HK) Limited | RO | Type 9 - Asset management | 2025-08-28 | present |
| Sona Asset Management (HK) Limited | Rep | Type 1 - Dealing in securities | 2025-08-15 | 2025-08-28 |
| Sona Asset Management (HK) Limited | Rep | Type 4 - Advising on securities | 2025-08-15 | 2025-08-28 |
| Sona Asset Management (HK) Limited | Rep | Type 9 - Asset management | 2025-08-15 | 2025-08-28 |
| Pittodrie Finance Limited | Rep | Type 1 - Dealing in securities | 2019-07-17 | 2022-06-30 |
| Pittodrie Finance Limited | RO | Type 9 - Asset management | 2016-06-23 | 2022-06-30 |
Worked alongside
The 14 closest colleagues, strongest tie first — individuals licensed at the same firm as Steve Holdener 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 |
|---|---|---|
| Florian Alexander Linner | Pittodrie Finance Limited | 2016–2022 |
| Oliver Richard Diethelm | Pittodrie Finance Limited | 2016–2022 |
| Hans Koller | Pittodrie Finance Limited | 2016–2022 |
| Simon Dominic Feurer | Pittodrie Finance Limited | 2016–2022 |
| Dominik Michael Maria Gassmann | Pittodrie Finance Limited | 2019–2022 |
| Yannick Ammann | Pittodrie Finance Limited | 2020–2022 |
| Robert Jen | Pittodrie Finance Limited | 2019–2022 |
| Owain Benjamin Griffiths | Sona Asset Management (HK) Limited | 2025–present |
| Hyeon Joon Kim | Sona Asset Management (HK) Limited | 2025–present |
| Jiwei Cheng | Sona Asset Management (HK) Limited | 2025–present |
| Peran Harald James Soady | Sona Asset Management (HK) Limited | 2025–present |
| Niteesh Joshi | Sona Asset Management (HK) Limited | 2025–present |
| Adrian Winiger | Pittodrie Finance Limited | 2021–2022 |
| Ling Zhu | Sona Asset Management (HK) Limited | 2025–present |