Zhijie Zhao
趙智捷
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Zhijie Zhao (趙智捷), a licensed Representative with CE reference BPE393. Currently licensed at 1 firm(s): CLSA Limited. Active regulated activities: Type 4 - Advising on securities. This person has 5.0 years of SFC licence history. Total licence records on file: 3.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| CLSA Limited 中信里昂證券有限公司 |
Rep | Type 4 - Advising on securities | 2022-05-10 | present |
| DTC Investment Management (HK) Limited 東亭資產管理(香港)有限公司 |
RO | Type 9 - Asset management | 2020-04-16 | 2020-10-01 |
| DTC Investment Management (HK) Limited 東亭資產管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2019-12-11 | 2020-04-16 |
Worked alongside
The 8 closest colleagues, strongest tie first — individuals licensed at the same firm as Zhijie Zhao 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 |
|---|---|---|
| Jia Fan | DTC Investment Management (HK) Limited | 2020 |
| Hing Lum Choy | DTC Investment Management (HK) Limited | 2019–2020 |
| Wei Liu | DTC Investment Management (HK) Limited | 2019–2020 |
| Yufei Qiu | DTC Investment Management (HK) Limited | 2019–2020 |
| Yang Yang | DTC Investment Management (HK) Limited | 2019–2020 |
| Zhengrong Liu | DTC Investment Management (HK) Limited | 2019–2020 |
| Yi Li | DTC Investment Management (HK) Limited | 2019–2020 |
| Grace Wang | DTC Investment Management (HK) Limited | 2020 |