Gladstone Morgan Portfolio Services Limited is a Hong Kong-based financial advisory firm formerly licensed by the SFC for advising on securities. The firm is associated with the Gladstone Morgan Group, an international financial planning and wealth management group with operations across multiple jurisdictions. It primarily targeted expatriate and high-net-worth individual clients seeking portfolio advisory and financial planning services. The firm currently holds no active licensed persons, suggesting it has wound down or relocated its SFC-regulated activities.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Regulated activities
People
No data available
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.