Zhanyuan Lu
盧占園
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Zhanyuan Lu (盧占園), a licensed Responsible Officer with CE reference BWE223. Currently licensed at 1 firm(s): First Fortune Investment Fund Limited. Active regulated activities: Type 4 - Advising on securities; Type 9 - Asset management. This person has 1.1 years of SFC licence history. Total licence records on file: 2.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| First Fortune Investment Fund Limited 壹財投資基金有限公司 |
RO | Type 4 - Advising on securities | 2025-06-25 | present |
| First Fortune Investment Fund Limited 壹財投資基金有限公司 |
RO | Type 9 - Asset management | 2025-06-25 | present |
Worked alongside
The 5 closest colleagues, strongest tie first — individuals licensed at the same firm as Zhanyuan Lu 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 |
|---|---|---|
| Josephine Chung | First Fortune Investment Fund Limited | 2025–present |
| Jie Fu | First Fortune Investment Fund Limited | 2025–present |
| Ju Li | First Fortune Investment Fund Limited | 2025–present |
| Ning Zhou | First Fortune Investment Fund Limited | 2025–present |
| Yuk Sang Tang | First Fortune Investment Fund Limited | 2025–present |