創越融資有限公司
Optima Capital Limited is a Hong Kong-based financial services firm holding SFC licences for dealing in securities, securities advisory, corporate finance advisory, and asset management. The firm operates as an integrated boutique, offering brokerage, investment advice, corporate finance services such as IPO sponsorship and M&A advisory, and portfolio management. Its client base likely includes small-to-mid-cap corporate clients seeking capital markets services, as well as institutional and high-net-worth individual investors. The breadth of its licences positions it as a full-service boutique financial intermediary in Hong Kong.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 20Source firms · arrivals 2003–present
Where talent goes
Top 8 of 20Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LIN Min 林敏 DealingCorp Finance | BJB497 | 2023-03-23 | |
| LI Wing Yiu DealingCorp Finance | BOB878 | 2023-03-15 | |
| YU Yiu Lun Christopher 余曜燐 DealingCorp Finance | BHZ168 | 2021-10-11 | |
| LO Chi Pang 魯志鵬 DealingCorp Finance | ANB383 | 2014-05-12 | |
| LEUNG Mei Han 梁美嫻 DealingAdvisingCorp Finance | AAJ064 | 2007-05-28 | |
| NG Ka Po 吳家保 DealingAdvisingCorp Finance | AGK780 | 2007-05-23 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.