Xinyi Zhang

章心怡
CE No. BKK367 Ceased

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Xinyi Zhang (章心怡), a licensed former licensee with CE reference BKK367. This person has 8.4 years of SFC licence history. Total licence records on file: 7.

Information

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Licence history

FirmRoleRegulated activityFromTo
RL Asset Management (HK) Limited Rep Type 4 - Advising on securities 2025-06-24 2026-03-17
RL Asset Management (HK) Limited Rep Type 9 - Asset management 2025-06-24 2026-03-17
Huatai Financial Holdings (Hong Kong) Limited
華泰金融控股(香港)有限公司
Rep Type 2 - Dealing in futures contracts 2020-10-20 2025-05-06
Huatai Financial Holdings (Hong Kong) Limited
華泰金融控股(香港)有限公司
Rep Type 1 - Dealing in securities 2020-05-21 2025-05-06
Huatai Financial Holdings (Hong Kong) Limited
華泰金融控股(香港)有限公司
Rep Type 4 - Advising on securities 2020-05-21 2025-05-06
Guotai Junan Securities (Hong Kong) Limited
國泰君安證券(香港)有限公司
Rep Type 1 - Dealing in securities 2017-08-09 2020-04-24
Guotai Junan Securities (Hong Kong) Limited
國泰君安證券(香港)有限公司
Rep Type 4 - Advising on securities 2017-08-09 2020-04-24

Worked alongside

The 4 closest colleagues, strongest tie first — individuals licensed at the same firm as Xinyi 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.

NameShared firmOverlap
King Yip Chung RL Asset Management (HK) Limited 2025–2026
Danni Guo RL Asset Management (HK) Limited 2025–2026
Danfeng Xiao RL Asset Management (HK) Limited 2025
Hiu Ki Jesine Lui RL Asset Management (HK) Limited 2025

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