萬基證券有限公司
Morton Securities is a Hong Kong-based boutique securities firm holding licences across dealing, advisory, corporate finance, and asset management, positioning it as a mid-range full-service operation. The firm likely engages in securities brokerage for clients, provides investment and corporate finance advisory services including capital markets transactions, and manages discretionary portfolios. Its client base likely spans professional investors, high-net-worth individuals, and small to mid-cap corporates seeking capital-raising or advisory support. The broad licence coverage allows the firm to generate revenues from multiple business lines within a single entity structure.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 14Source 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 ↓ | |
|---|---|---|---|
| CHENG KA HING 鄭嘉鑫 Dealing | BWB755 | 2025-03-24 | |
| CHENG FENG 成峰 DealingAsset Mgmt | BVK574 | 2024-11-04 | |
| YAM Hang Fai 任恒輝 DealingAdvisingAsset Mgmt | APW638 | 2024-10-31 | |
| LIN Shuli 林書力 DealingAdvisingAsset Mgmt | BEG056 | 2023-09-26 | |
| CHUANG Shu Yan 莊樹人 Dealing | BBE377 | 2019-02-11 | |
| CHEUNG Chor Yu 張礎宇 DealingAsset Mgmt | AJE761 | 2018-09-19 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.