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AlTi Wealth Management (Hong Kong) Limited 安旗財富管理(香港)有限公司

SFC Licensed
SFC ID:AJF298
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SFC licences & institution history

Currently licensed
SFC ID:AJF298

AlTi Wealth Management (Hong Kong) Limited

3 former names

  1. Nadosec Limited

    Earlier period—2003.05.18

    SFC name change: 2003.05.18

    No SFO licence period listed under this name

  2. Guggenheim Investment Advisors (Hong Kong) Limited

    2003.05.18—2020.01.06

    SFC name change: 2020.01.06

    Licences in this name periodTYPE 1TYPE 4TYPE 5TYPE 9

  3. Alvarium Investment Advisors (Hong Kong) Limited

    2020.01.06—2023.08.01

    SFC name change: 2023.08.01

    Licences in this name periodTYPE 1TYPE 4TYPE 5TYPE 9

  4. AlTi Wealth Management (Hong Kong) Limited

    2023.08.01—Registered name

    Licences in this name periodTYPE 1TYPE 4TYPE 5TYPE 9
Licences of AlTi Wealth Management (Hong Kong) Limited (AJF298)
Regulated ActivityEffective periods
TYPE 1Dealing in securities
  • 2017.08.22—Present
TYPE 4Advising on securities
  • 2004.05.11—Present
TYPE 5Advising on futures contracts
  • 2004.05.11—Present
TYPE 9Asset management
  • 2004.07.19—Present