Wealth Management
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.
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