Workflow
受监管投资组织者服务
icon
Search documents
万维数字家族办公室获香港证监会的第4类和第9类牌照
Zhi Tong Cai Jing· 2026-02-09 13:11
Core Viewpoint - Wanwei Digital Family Office Limited has received regulatory approval from the Hong Kong Securities and Futures Commission for licenses in Type 4 (advising on securities) and Type 9 (asset management), enabling it to offer regulated investment organizer services for both traditional and digital assets, thereby enhancing its wealth management offerings [1] Group 1 - The newly granted licenses will expand Wanwei Digital Family Office's business scope in Hong Kong, allowing it to provide professional advice on clients' securities and digital asset portfolios [1] - Clients can now incorporate digital assets into their existing investment portfolios through fully discretionary accounts, with these digital assets held on secure platforms or custodial institutions [1] - The asset portfolios will be constructed, managed, and adjusted according to institutional investment-grade standards, aiming to provide reliable and transparent services to clients [1] Group 2 - Wanwei Group's co-founder, Tan Junyong, stated that the new licenses will extend the family office and external asset manager model to digital assets while maintaining the group's fiduciary principles [1] - The CEO of Wanwei Family Office, Guan Zhimin, emphasized that the license approval marks a significant milestone for the family office and is expected to enhance the operational coordination among banks, custodians, and virtual asset trading platforms [1] - This development is seen as a foundation for establishing a more resilient digital asset ecosystem in the future [1]