Belvest Investment Services Limited

研富投資服務有限公司

CE No. AAG749 Licensed corporation Active

Information

Summary:: This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Belvest Investment Services Limited (研富投資服務有限公司), a Hong Kong-based licensed corporation with CE reference AAG749. Currently licensed for regulated activity type(s) 1 - Dealing in securities; 4 - Advising on securities; 9 - Asset management. Current licensed staff on file: 8 (total recorded over time: 46). Earliest licence on file: 2014-06-23.
Category:: Buyside · Wealth management
Registered address:: 9/F, Centre Mark II, 305-313 Queen's Road, Sheung Wan
Website:
LinkedIn:

Licence history

Activity	From	To
Type 1 - Dealing in securities	2014-06-23	present
Type 4 - Advising on securities	Pre-2003	present
Type 9 - Asset management	Pre-2003	present
Type 6 - Advising on corporate finance	Pre-2003	2004-03-31

Licensed staff trend

- Total licensed staff, all activities

Explore this firm’s talent flow →

Licensed staff (all-time) (46)

Active on date RO only

Name	Activities	First licensed	To
Stefan Jordaan	RO 1, 4, 9	2019-11	Present
Peter Michael Kende	RO 1, 4, 6, 9	Pre-2003	Present
Kevin McGlynn	RO 4, 9 Rep 1, 4, 9	2004-10	Present
Lynda Anne Calver	Rep 1, 4, 9	2023-08	Present
Kim Seng Ch'ng	Rep 1, 4, 9	2023-03	Present
Luis Miguel Jimenez	Rep 1, 4, 9	2023-02	Present
Zorica Petkova	Rep 1, 4, 9	2015-06	Present
Lucy Xiao-Wei Zheng 鄭小薇	Rep 1, 4, 9	2015-05	Present
James Matthew Wheeler	Rep 1, 4	2024-03	2024-04
Francis Chuan-Pu Chung 叢川普	RO 1, 4, 9	2014-07	2021-06
Agost Andras Makszin	Rep 1, 4, 9	2015-05	2016-11
Paul Martin Woodward	Rep 1, 4, 9	2015-04	2015-07
Jason Gregory White	Rep 1, 4, 9	2014-08	2015-04
Michael Kai Tai Wong 黃啟泰	RO 4, 9 Rep 4, 9	Pre-2003	2014-11
Howard Clark-Burton	RO 1, 4, 9	Pre-2003	2014-07
Carolyn Ann Gary	Rep 4, 6, 9	Pre-2003	2014-07
Alexander David James Walker	Rep 4, 9	2005-07	2014-07
Anita Hoi Ying Caswell Ng 伍凱凝	Rep 4, 9	2004-08	2011-12
Mo Yin Edna Chan 陳慕賢	Rep 4, 6, 9	Pre-2003	2011-12
Vanessa Lee Taub	Rep 4, 9	2009-06	2011-09
David Stuart Crossan	Rep 4	2010-01	2011-04
Kyly Hoi Yan Ng 吳海甄	Rep 4	2010-01	2010-12
Wendy Gaye List	Rep 4	2009-09	2010-10
Denise Huey Bell	Rep 4, 9	2007-04	2010-09
Paul John Ramscar	Rep 4, 9	2009-06	2010-09
Paul Okulov	Rep 4	2009-08	2010-02
Ian Forbes Marsh	Rep 4, 9	2005-02	2010-02
Paul Gordon Carter	Rep 4	2008-12	2009-10
Gary William Halsall	Rep 4, 9	2003-11	2009-10
Sabrina Mohan Daswani	Rep 4	2009-05	2009-09
Christine Shui Kwan Lin 林瑞君	Rep 4	2008-07	2009-09
Todd Barry Pallett	Rep 4, 9	2004-12	2009-06
Alice Chan 陳雅麗	Rep 4	2009-04	2009-05
Ian David Jackson	Rep 4	2007-11	2008-12
Charles Frederick Dunford	Rep 4, 9	2007-01	2008-07
Stuart Douglas Onslow-Smith	Rep 4, 6, 9	Pre-2003	2008-05
Brooke Ainsley Patterson	Rep 4, 9	2006-07	2008-04
Alisha Hsiao-Hung Ma 馬奕彤	Rep 4, 9	2005-11	2008-04
Hoi Hung Wong 王海紅	Rep 4, 9	2005-11	2007-08
Linee Keswani	Rep 4, 9	2006-12	2007-02
Anthony David Roberts	Rep 4, 6, 9	Pre-2003	2007-02
Jessica Ching Man Fong 方靜雯	Rep 4, 6, 9	Pre-2003	2005-03
Queenie Tran 陳粉娟	Rep 4, 9	2003-11	2004-12
Regina Marie Davern	Rep 4, 6, 9	Pre-2003	2004-10
Adrian Mark Woolf	RO 4, 9	Pre-2003	2004-04
Cheryl Pi I Chin 秦碧儀	Rep 4, 6, 9	Pre-2003	2004-03