Wenjie Li

李文捷
CE No. BKP340 Ceased

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Wenjie Li (李文捷), a licensed former licensee with CE reference BKP340. This person has 6.4 years of SFC licence history. Total licence records on file: 9.

Information

LinkedIn:
Email:

Licence history

FirmRoleRegulated activityFromTo
New Vision Asset Management Limited
新盛資產管理有限公司
Rep Type 9 - Asset management 2021-11-19 2024-04-19
Ascent Financial Partners Limited
安昇金融有限公司
Rep Type 1 - Dealing in securities 2021-07-07 2022-10-25
Ascent Financial Partners Limited
安昇金融有限公司
Rep Type 4 - Advising on securities 2021-07-07 2024-04-19
Wisdom Asset Management Limited
滙智資產管理有限公司
Rep Type 1 - Dealing in securities 2018-06-27 2021-05-31
Wisdom Asset Management Limited
滙智資產管理有限公司
Rep Type 4 - Advising on securities 2018-06-27 2021-05-31
Wisdom Asset Management Limited
滙智資產管理有限公司
Rep Type 9 - Asset management 2018-06-27 2021-05-31
Target Capital Management Limited
泰達資產管理有限公司
Rep Type 1 - Dealing in securities 2017-09-19 2018-06-12
Target Capital Management Limited
泰達資產管理有限公司
Rep Type 4 - Advising on securities 2017-09-19 2018-06-12
Target Capital Management Limited
泰達資產管理有限公司
Rep Type 9 - Asset management 2017-09-19 2018-06-12

Worked alongside

The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Wenjie Li 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
Dongli Zheng New Vision Asset Management Limited 2022–2023
Rong Lu Ascent Financial Partners Limited 2021–2024
Tsu-Wei Yang Ascent Financial Partners Limited 2021–2023
Xiaoqin Kong New Vision Asset Management Limited 2021–2024
Yuxiang Lu New Vision Asset Management Limited 2021–2024
Jing Zhang New Vision Asset Management Limited 2021–2024
Hsueh Hui Chiang Wisdom Asset Management Limited 2018–2021
Sze Man Wong Wisdom Asset Management Limited 2018–2021
Chih Chan Su Wisdom Asset Management Limited 2018–2021
Yun-Jen Hung Wisdom Asset Management Limited 2018–2021
Hsiao-Jui Chu Wisdom Asset Management Limited 2018–2021
Chi Pui Chiu Wisdom Asset Management Limited 2018–2021
Grant Lun Ko Wisdom Asset Management Limited 2018–2021
Ju Lin Kuo Wisdom Asset Management Limited 2018–2021
Pei Hua Chang Wisdom Asset Management Limited 2018–2021
Yu Jen Chen Wisdom Asset Management Limited 2018–2021
Kiu Hing Chui Wisdom Asset Management Limited 2018–2021
Chien-Hsiu Kao Wisdom Asset Management Limited 2018–2021
Lin Liu Wisdom Asset Management Limited 2018–2021
Chung Ying Yang Wisdom Asset Management Limited 2018–2021

Related