Wealth Management

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

Overview

Through CITIC Securities Brokerage (HK), our dedicated team of wealth management professionals provides 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.

Headquartered in Hong Kong, we offers clients access to a network of retail branches across the city and a dedicated centre for Corporate and High Net Worth clients. We also provides professional brokerage services in Japan, Singapore, the Philippines, Thailand, Malaysia, Australia and the United States.

With a wide range of wealth management services and the best-in-class trading solutions, we strives to unify and simplify the customers experience by providing multi-market, multi-asset trading solutions which seamlessly integrate with multiple electronic devices. This one-stop solution enables retail clients, corporate and high-net-worth individuals, as well as institutional investors to manage their finances, protect and build their financial futures.

Visit the website of CITIC Securities Brokerage (HK)

Services

 

  • 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
  • Other financial solutions referrals

 

Products

 

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

Contacts

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