保泰理財及強積金顧問有限公司
Insubest Financial & MPF Planning Limited is a Hong Kong-based financial advisory firm licensed by the SFC for advising on securities, advising on corporate finance, and asset management. The firm specializes in integrated financial planning services including Mandatory Provident Fund (MPF) advisory, securities investment advice, and corporate finance consulting. Its client base likely includes retail individuals, small businesses, and corporates seeking comprehensive financial planning and retirement solutions. The inclusion of corporate finance advisory suggests the firm also serves smaller companies with capital markets and transaction advisory needs.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Where talent goes
Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| CHEUK Hiu Sim 卓曉嬋 Advising | BRS740 | 2024-09-03 | |
| LAU Kin, Kelvin 劉堅 Advising | AAV425 | 2008-02-14 | |
| LEE Yin King 李燕琼 Advising | ALY759 | 2005-06-22 | |
| HO Robert Kwok Ting 何國挺 Advising | AFO417 | 2005-06-03 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.