祖士栢有限公司
Jone Portman Limited is a multi-licensed Hong Kong financial services firm holding SFC licences across dealing and advising in both securities and futures contracts, as well as asset management. This broad licensing suggests the firm operates as a boutique broker-dealer and investment manager, engaging in securities and derivatives trading as well as discretionary portfolio management. Its client base likely includes professional investors, high-net-worth individuals, and small institutional clients. The wide range of licences indicates an ambition to offer integrated trading and wealth management solutions.
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 ↓ | |
|---|---|---|---|
| LEW Samson Andrew Sze Sing 廖思聖 AdvisingAsset Mgmt | AJI652 | 2026-03-04 | |
| NG Yu San 吳雨宸 Advising | BQP735 | 2025-04-15 | |
| LEUNG Yu Hang 梁宇恆 DealingFuturesAdvisingAdv.FuturesAsset Mgmt | AUT166 | 2021-05-20 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.