港達證券有限公司
Portwell Securities Limited is a small Hong Kong-based firm licensed for dealing in securities, advising on securities, and asset management. The breadth of its licences suggests it offers an integrated suite of brokerage, advisory, and portfolio management services to private clients. Its client base likely includes high-net-worth individuals and family offices seeking one-stop investment services. With a limited number of active licensed persons, it operates as a boutique firm that may be winding down or consolidating.
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 ↓ | |
|---|---|---|---|
| CHENG Wei-Chih 鄭偉智 DealingAdvisingAsset Mgmt | AKJ181 | 2026-09-18 | |
| TSANG Wing Yiu 曾榮耀 DealingAdvisingAsset Mgmt | AME242 | 2025-02-06 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.