Jack Sze Chit Lee

李思捷
CE No. ACI114 Active

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jack Sze Chit Lee (李思捷), a licensed Representative with CE reference ACI114. Currently licensed at 1 firm(s): Harmony Wealth Management Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 6.7 years of SFC licence history. Total licence records on file: 5.

Information

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Licence history

FirmRoleRegulated activityFromTo
Harmony Wealth Management Limited
匯晉資產管理有限公司
Rep Type 4 - Advising on securities 2023-03-14 present
Harmony Wealth Management Limited
匯晉資產管理有限公司
Rep Type 9 - Asset management 2023-03-14 present
Nomura International (Hong Kong) Limited
野村國際(香港)有限公司
Rep Type 1 - Dealing in securities 2020-03-02 2021-01-18
Sarasin Rabo Investment Management Limited
瑞士嘉盛萊寶投資管理有限公司
Rep Type 1 - Dealing in securities 2004-09-27 2007-03-31
Sarasin Rabo Investment Management Limited
瑞士嘉盛萊寶投資管理有限公司
Rep Type 4 - Advising on securities 2004-09-27 2007-03-31

Worked alongside

The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Jack Sze Chit Lee 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
Philip Niem Harmony Wealth Management Limited 2023–present
Ching Yee Yau Harmony Wealth Management Limited 2023–present
Sau Lai Chan Harmony Wealth Management Limited 2023–present
Wai Ha Eva Luk Harmony Wealth Management Limited 2023–present
Stephen Koon Chung Wong Harmony Wealth Management Limited 2023–present
Sandra Lau Auyang Harmony Wealth Management Limited 2023–present
Ka Bik Lee Harmony Wealth Management Limited 2023–present
Yin Ping Clara Lee Harmony Wealth Management Limited 2023–present
Cherie Ka Hei Chan Harmony Wealth Management Limited 2023–present
Lai Man Cheng Harmony Wealth Management Limited 2023–present
Edmund Tin Chi Yuen Harmony Wealth Management Limited 2023–present
Tao Hop Yim Harmony Wealth Management Limited 2024–present
Paul Cooper Sarasin Rabo Investment Management Limited 2004–2007
Wang Fung Wong Sarasin Rabo Investment Management Limited 2004–2007
John Guy Elmhirst Monson Sarasin Rabo Investment Management Limited 2004–2006
Nancy Keung Sarasin Rabo Investment Management Limited 2005–2007
Marc Casimir Antoine Tomczyk Sarasin Rabo Investment Management Limited 2004–2006
Annie Ka Mei Sum Sarasin Rabo Investment Management Limited 2005–2007
Jackie Chung Kei Wong Sarasin Rabo Investment Management Limited 2004–2006
Suk Fan Chan Sarasin Rabo Investment Management Limited 2004–2007

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