Jiali Liu
劉嘉麗
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jiali Liu (劉嘉麗), a licensed Representative with CE reference BTE247. Currently licensed at 1 firm(s): Wealth Management Group Limited. Active regulated activities: Type 9 - Asset management. This person has 2.7 years of SFC licence history. Total licence records on file: 2.
Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Wealth Management Group Limited | Rep | Type 9 - Asset management | 2026-05-04 | present |
| Wealth Management Group Limited | Rep | Type 9 - Asset management | 2023-02-08 | 2025-05-23 |
Worked alongside
The 3 closest colleagues, strongest tie first — individuals licensed at the same firm as Jiali Liu 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 |
|---|---|---|
| William Scott McNeice | Wealth Management Group Limited | 2023–present |
| David Wayne Wilkinson | Wealth Management Group Limited | 2023–present |
| Neil Laurence Thomas | Wealth Management Group Limited | 2023–present |