Xinyi Zhang
章心怡
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Xinyi Zhang (章心怡), a licensed Representative with CE reference BKK367. Currently licensed at 1 firm(s): Pacific Synergy Group Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 8.5 years of SFC licence history. Total licence records on file: 9.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Pacific Synergy Group Limited | Rep | Type 4 - Advising on securities | 2026-10-02 | present |
| Pacific Synergy Group Limited | Rep | Type 9 - Asset management | 2026-10-02 | present |
| RL Asset Management (HK) Limited | Rep | Type 4 - Advising on securities | 2025-06-24 | 2026-03-17 |
| RL Asset Management (HK) Limited | Rep | Type 9 - Asset management | 2025-06-24 | 2026-03-17 |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 2 - Dealing in futures contracts | 2020-10-20 | 2025-05-06 |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2020-05-21 | 2025-05-06 |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2020-05-21 | 2025-05-06 |
| Guotai Junan Securities (Hong Kong) Limited 國泰君安證券(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2017-08-09 | 2020-04-24 |
| Guotai Junan Securities (Hong Kong) Limited 國泰君安證券(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2017-08-09 | 2020-04-24 |
Worked alongside
The 9 closest colleagues, strongest tie first — individuals licensed at the same firm as Xinyi Zhang 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.
| Name | Shared firm | Overlap |
|---|---|---|
| King Yip Chung | RL Asset Management (HK) Limited | 2025–2026 |
| Danni Guo | RL Asset Management (HK) Limited | 2025–2026 |
| Danfeng Xiao | RL Asset Management (HK) Limited | 2025 |
| Jian Xu | Pacific Synergy Group Limited | 2026–present |
| Jayde Ying Ching Yip | Pacific Synergy Group Limited | 2026–present |
| Wing Lam Cheng | Pacific Synergy Group Limited | 2026–present |
| Fung Lam | Pacific Synergy Group Limited | 2026–present |
| Yihao Zhou | Pacific Synergy Group Limited | 2026–present |
| Hiu Ki Jesine Lui | RL Asset Management (HK) Limited | 2025 |