Dale Zhang
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Dale Zhang, a licensed Responsible Officer with CE reference BOZ872. Currently licensed at 1 firm(s): Entrust Evergreen Partners Limited. Active regulated activities: Type 9 - Asset management. This person has 5.1 years of SFC licence history. Total licence records on file: 5.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Entrust Evergreen Partners Limited | RO | Type 9 - Asset management | 2024-01-26 | present |
| TR Advisors Limited | Rep | Type 1 - Dealing in securities | 2022-08-08 | 2023-05-07 |
| TR Advisors Limited | Rep | Type 4 - Advising on securities | 2022-08-08 | 2023-05-07 |
| TR Advisors Limited | Rep | Type 9 - Asset management | 2021-08-05 | 2023-05-07 |
| Trikon Asset Management Limited | Rep | Type 9 - Asset management | 2019-11-11 | 2020-10-05 |
Worked alongside
The 18 closest colleagues, strongest tie first — individuals licensed at the same firm as Dale Zhang 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 |
|---|---|---|
| Adam Peter Wyprysky | Entrust Evergreen Partners Limited | 2024–present |
| Tze Hong Nathan Lee | TR Advisors Limited | 2021–2023 |
| Frederic Jean Emmanuel Azemard | TR Advisors Limited | 2021–2023 |
| Paul Gratien Robine | TR Advisors Limited | 2021–2023 |
| Chi Ming Sau | TR Advisors Limited | 2021–2023 |
| Liangyuan Dai | TR Advisors Limited | 2021–2023 |
| Yingjie Nigel Ng | TR Advisors Limited | 2021–2023 |
| Letian Dai | TR Advisors Limited | 2021–2023 |
| Chenqing Wang | TR Advisors Limited | 2021–2023 |
| Eric Andrew Margolin | Trikon Asset Management Limited | 2019–2020 |
| Gaurav Grover | Trikon Asset Management Limited | 2019–2020 |
| Abhishek Shantilal Jain | Trikon Asset Management Limited | 2019–2020 |
| Anuja Agarwal | Trikon Asset Management Limited | 2019–2020 |
| Xiaojing Zhang | Trikon Asset Management Limited | 2019–2020 |
| Adrian Gmuer | Trikon Asset Management Limited | 2019–2020 |
| Xiaoyi Huang | TR Advisors Limited | 2022–2023 |
| Shakhnoza Kabilova | TR Advisors Limited | 2022–2023 |
| Alexandre Lanoie | TR Advisors Limited | 2021 |