保得利投資有限公司
Portcullis Investment Office Limited is a boutique Hong Kong investment firm licensed for both securities advisory and asset management activities. The firm likely operates as a family office or private investment office, providing discretionary portfolio management and investment advice to a select group of wealthy private clients. With minimal active licensed personnel, it appears to be a highly focused, single-family or small multi-family office structure. The name 'Portcullis' evokes a protective, gatekeeper role consistent with a conservative wealth preservation mandate.
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 ↓ | |
|---|---|---|---|
| CHONG Henry Heng Li 張亨俐 AdvisingAsset Mgmt | BKR759 | 2025-05-27 | |
| HO Shu Lung 何書龍 AdvisingAsset Mgmt | AEE580 | 2018-01-31 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.