Kevin Yi Zhang
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Kevin Yi Zhang (張奕), a licensed Responsible Officer with CE reference ACN914. Currently licensed at 1 firm(s): Hereditas Capital Management (Asia) Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 13.3 years of SFC licence history. Total licence records on file: 6.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Hereditas Capital Management (Asia) Limited 承達資本管理(亞洲)有限公司 |
RO | Type 4 - Advising on securities | 2019-04-01 | present |
| Hereditas Capital Management (Asia) Limited 承達資本管理(亞洲)有限公司 |
RO | Type 9 - Asset management | 2019-04-01 | present |
| Goldman Sachs (Asia) L.L.C. 高盛(亞洲)有限責任公司 |
RO | Type 1 - Dealing in securities | Pre-2003 | 2009-02-16 |
| Goldman Sachs Futures (Asia) Limited 高盛期貨(亞洲)有限公司 |
RO | Type 2 - Dealing in futures contracts | Pre-2003 | 2004-01-05 |
| Goldman Sachs (Asia) L.L.C. 高盛(亞洲)有限責任公司 |
RO | Type 5 - Advising on futures contracts | Pre-2003 | 2004-01-05 |
| Goldman Sachs Futures (Asia) Limited 高盛期貨(亞洲)有限公司 |
RO | Type 5 - Advising on futures contracts | Pre-2003 | 2004-01-05 |
Worked alongside
The 11 closest colleagues, strongest tie first — individuals licensed at the same firm as Kevin Yi 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. See the detailed formula.
| Name | Shared firm | Overlap |
|---|---|---|
| Long Ying Edith Chiu | Hereditas Capital Management (Asia) Limited | 2019–present |
| Ruofei Bai | Hereditas Capital Management (Asia) Limited | 2020–present |
| Hanlu Yang | Hereditas Capital Management (Asia) Limited | 2020–2026 |
| Qing Liu | Hereditas Capital Management (Asia) Limited | 2021–present |
| Yiwen Chen | Hereditas Capital Management (Asia) Limited | 2022–present |
| Zhuyuan Hu | Hereditas Capital Management (Asia) Limited | 2022–2026 |
| Naikang Huang | Hereditas Capital Management (Asia) Limited | 2019–2021 |
| Liwen Zhang | Hereditas Capital Management (Asia) Limited | 2019–2021 |
| Qingkun Guo | Hereditas Capital Management (Asia) Limited | 2021–2022 |
| Ho Ming Samuel Poon | Hereditas Capital Management (Asia) Limited | 2019–2020 |
| Justin Chun Ho Liu | Hereditas Capital Management (Asia) Limited | 2019 |