Wealth Management

Dedicated to the highest quality products, client service and best execution performance


Through CITIC Securities Brokerage (HK), our dedicated team of wealth management professionals provide tailor-made financial solutions to clients in China and beyond, across a variety of asset classes that include securities and futures trading, margin financing, investment advisory, custodian and nominee services.

Our wealth management services are available to individual retail clients, corporate and high net worth individuals, as well as institutional investors. Our clients benefit from a strong retail distribution network in Greater China, with four offices in Hong Kong and branches in Shanghai and Shenzhen. We also offer our services internationally in Japan, Singapore, Philippines, Thailand, Malaysia, Australia and the United States.

Visit the website of CITIC Securities Brokerage (HK)



  • Securities trading
  • e-trading
  • Stock margin financing (covering almost 1,300 HK stocks,  over 700 MAMK and SZMK stocks & more than 500 US stocks)
  • HK & global futures trading (dozens of futures products under six major categories;  metals futures, currency futures, energy futures, index futures, agricultural products futures and interest-rates futures)
  • Hong Kong stock OTC transactions
  • Listed company activities and solutions
  • Investment advisory
  • Custodian and Nominee




  • Mutual funds (selected leading global fund houses catering different financial needs)
  • Structured products
  • Fixed Income
  • Insurance & MPF referrals



Hong Kong Hotline: 2237 9338
China Toll Free Line: 400 818 0338