Willie Wan Lerd Wu
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Willie Wan Lerd Wu (胡允畧), a licensed Representative with CE reference ARI928. Currently licensed at 2 firm(s): Value Partners Hong Kong Limited, Value Partners Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 12.2 years of SFC licence history. Total licence records on file: 14.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Value Partners Hong Kong Limited 惠理基金管理香港有限公司 |
Rep | Type 1 - Dealing in securities | 2021-11-15 | present |
| Value Partners Limited 惠理基金管理公司 |
Rep | Type 1 - Dealing in securities | 2021-11-15 | present |
| Value Partners Hong Kong Limited 惠理基金管理香港有限公司 |
Rep | Type 4 - Advising on securities | 2021-11-15 | present |
| Value Partners Limited 惠理基金管理公司 |
Rep | Type 4 - Advising on securities | 2021-11-15 | present |
| Value Partners Hong Kong Limited 惠理基金管理香港有限公司 |
Rep | Type 9 - Asset management | 2021-11-15 | present |
| Value Partners Limited 惠理基金管理公司 |
Rep | Type 9 - Asset management | 2021-11-15 | present |
| China Everbright Assets Management Limited 中國光大資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2019-06-17 | 2021-10-26 |
| China Everbright Assets Management Limited 中國光大資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2019-06-17 | 2021-10-26 |
| China Everbright Assets Management Limited 中國光大資產管理有限公司 |
Rep | Type 9 - Asset management | 2019-06-17 | 2021-10-26 |
| Rongtong Global Investment Limited 融通國際資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2015-10-22 | 2019-01-31 |
| Rongtong Global Investment Limited 融通國際資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2015-10-22 | 2019-01-31 |
| Rongtong Global Investment Limited 融通國際資產管理有限公司 |
Rep | Type 9 - Asset management | 2015-10-22 | 2019-01-31 |
| Sumitomo Mitsui Asset Management (Hong Kong) Limited 三井住友投資管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2008-07-22 | 2010-05-20 |
| Sumitomo Mitsui Asset Management (Hong Kong) Limited 三井住友投資管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2008-07-22 | 2010-05-20 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Willie Wan Lerd Wu 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.