Heritvest Wealth Management (Hong Kong) Co., Limited
瑞承財富管理(香港)有限公司
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Heritvest Wealth Management (Hong Kong) Co., Limited (瑞承財富管理(香港)有限公司), a Hong Kong-based licensed corporation with CE reference BNC350. Currently licensed for regulated activity type(s) 1 — Dealing in securities; 4 — Advising on securities; 9 — Asset management. Current licensed staff on file: 4 (total recorded over time: 23). Earliest licence on file: 2018-12-07.
More firms doing Dealing in securities →More firms doing Advising on securities →More firms doing Asset management →
Registered address
Unit 8202B-04A, International Commerce Centre, 1 Austin Road West, Kowloon
Licence history
| Activity | From | To |
|---|---|---|
| Type 1 — Dealing in securities | 2018-12-07 | present |
| Type 4 — Advising on securities | 2022-03-07 | present |
| Type 9 — Asset management | 2022-03-07 | present |
| Type 2 — Dealing in futures contracts | 2018-12-07 | 2022-03-07 |
Licensed staff (all-time) (23)
Active on date
| Name | Activities | First licensed | To |
|---|---|---|---|
| Ka Ho Chan 陳家豪 | RO 1, 2 | 2018-12 | 2019-06 |
| Wai Leung Cheng 鄭偉良 | RO 1, 2 | 2018-12 | 2020-02 |
| Ning Fan 范宁 | RO 4, 9 Rep 1 | 2023-07 | 2025-11 |
| Bingze Gu 谷秉泽 | RO 4, 9 | 2026-01 | Present |
| Chun Yuk Lam 林俊旭 | RO 1, 2 Rep 1 | 2019-02 | 2019-05 |
| Ryan Pui Yu Lam 林沛宇 | RO 1, 4, 9 Rep 1 | 2021-06 | 2022-10 |
| Suen Lam | RO 1, 4, 9 Rep 1 | 2022-02 | 2023-05 |
| Wah Kin Lee 李華健 | RO 1, 2 Rep 1 | 2018-12 | 2021-02 |
| Angela Yuen Lam Tam 譚菀霖 | RO 4, 9 Rep 1 | 2023-11 | 2024-01 |
| Haoyu Wang 王浩宇 | RO 4, 9 Rep 1 | 2023-06 | 2024-01 |
| Lawrence Wai Kong Wu 胡偉剛 | RO 1, 4, 9 | 2021-04 | Present |
| Chun Lan Wun 尹春蘭 | RO 1 | 2021-05 | 2024-02 |
| Xiaochen Ying 应晓晨 | RO 1 | 2021-09 | 2021-11 |
| Jin Zhai 翟津 | RO 1, 4, 9 Rep 1, 4, 9 | 2023-12 | Present |
| Wai Fong Chui 徐惠芳 | Rep 1, 4, 9 | 2024-12 | 2025-04 |
| Chi Ming Hon 韓志明 | Rep 1 | 2022-07 | 2024-05 |
| Mei Ling Lee 李美玲 | Rep 1, 4, 9 | 2022-10 | 2023-07 |
| Wai Tat Luk 陸偉達 | Rep 2 | 2019-04 | 2020-01 |
| Shi Qin 秦诗 | Rep 1, 4, 9 | 2023-08 | 2025-02 |
| Ka Ho (SFC:BKY128) Wong 黃家豪 | Rep 1 | 2021-08 | 2021-11 |
| Philip Chi Wah Wong 黃智華 | Rep 1, 2 | 2019-10 | 2019-12 |
| Chen Xue 薛忱 | Rep 1, 4, 9 | 2025-09 | 2025-11 |
| Bin (SFC:BXU396) Yang | Rep 1, 4, 9 | 2026-04 | Present |
Showing 1–23 of 23
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