David Wayne Wilkinson
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for David Wayne Wilkinson, a licensed Responsible Officer with CE reference ABZ070. Currently licensed at 1 firm(s): Wealth Management Group Limited. Active regulated activities: Type 9 - Asset management. This person has 22.7 years of SFC licence history. Total licence records on file: 12.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Wealth Management Group Limited | RO | Type 9 - Asset management | 2007-02-02 | present |
| FWD Financial Planning Limited 富衛財務策劃有限公司 |
Rep | Type 4 - Advising on securities | 2005-10-27 | 2006-08-01 |
| Private Capital Limited |
Rep | Type 4 - Advising on securities | 2004-07-22 | 2005-10-07 |
| Private Capital Limited |
Rep | Type 9 - Asset management | 2004-07-22 | 2005-10-07 |
| Private Capital Limited |
RO | Type 4 - Advising on securities | 2003-09-15 | 2004-07-22 |
| Private Capital Limited |
RO | Type 9 - Asset management | 2003-09-15 | 2004-07-22 |
| Private Capital Limited |
Rep | Type 4 - Advising on securities | 2003-04-24 | 2003-09-15 |
| Private Capital Limited |
Rep | Type 9 - Asset management | 2003-04-24 | 2003-09-15 |
| UKFP (Asia) HK Limited | Rep | Type 1 - Dealing in securities | Pre-2003 | 2003-04-17 |
| UKFP (Asia) HK Limited | Rep | Type 4 - Advising on securities | Pre-2003 | 2003-04-17 |
| UKFP (Asia) HK Limited | Rep | Type 6 - Advising on corporate finance | Pre-2003 | 2003-04-17 |
| UKFP (Asia) HK Limited | Rep | Type 9 - Asset management | Pre-2003 | 2003-04-17 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as David Wayne Wilkinson 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.