Helen Lu
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Helen Lu, a licensed Representative with CE reference BXU737. Currently licensed at 1 firm(s): KTF Capital Management Limited. Active regulated activities: Type 9 - Asset management. This person has 0.3 years of SFC licence history. Total licence records on file: 1.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| KTF Capital Management Limited 金石同方資本管理有限公司 |
Rep | Type 9 - Asset management | 2026-04-16 | present |
Worked alongside
The 2 closest colleagues, strongest tie first — individuals licensed at the same firm as Helen Lu 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 |
|---|---|---|
| Jie Li | KTF Capital Management Limited | 2026–present |
| Jie Zhang | KTF Capital Management Limited | 2026–present |