Er Wan

萬邇
CE No. BDY964 Active

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Er Wan (萬邇), a licensed Representative with CE reference BDY964. Currently licensed at 1 firm(s): Maytree Asset Management Limited. Active regulated activities: Type 9 - Asset management. This person has 8.9 years of SFC licence history. Total licence records on file: 5.

Information

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Licence history

FirmRoleRegulated activityFromTo
Maytree Asset Management Limited Rep Type 9 - Asset management 2021-06-16 present
Morgan Stanley Asia Limited
摩根士丹利亞洲有限公司
Rep Type 1 - Dealing in securities 2015-09-21 2018-07-06
Morgan Stanley Asia Limited
摩根士丹利亞洲有限公司
Rep Type 6 - Advising on corporate finance 2015-09-21 2018-07-06
Barclays Capital Asia Limited
巴克萊亞洲有限公司
Rep Type 1 - Dealing in securities 2014-08-18 2015-07-20
Barclays Capital Asia Limited
巴克萊亞洲有限公司
Rep Type 6 - Advising on corporate finance 2014-08-18 2015-07-20

Worked alongside

The 8 closest colleagues, strongest tie first — individuals licensed at the same firm as Er Wan 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.

NameShared firmOverlap
Bo Jiang Maytree Asset Management Limited 2021–present
Jie Liu Maytree Asset Management Limited 2021–present
Chuan Chen Maytree Asset Management Limited 2021–2024
En Hong Maytree Asset Management Limited 2021–2024
Shannon Ka Yan Chau Maytree Asset Management Limited 2022–2024
Weihui Zhou Maytree Asset Management Limited 2022–2023
Matei Petru Mihalca Maytree Asset Management Limited 2021
Jian Wang Maytree Asset Management Limited 2026–present
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