With this one account, you can invest into:
*Stocks, including those listed in Hong Kong and Overseas Exchanges.
*ETFs, allowing you to access hard to reach markets via funds that replicates index performances.
*Warrants, should you have strong views in directional trading and/or in particular stocks or market segments.
*Bonds, where we can help you source fixed income products that can meet your income return goal.
*Mutual Funds, with over 50 fund houses and 1,000 fund products, you have ample choices to choose from.
*Structured products, where you can choose a pre-packaged or tailored investment strategy that suits your investment appetite.
Unbiased and holistic wealth management.
Individually tailored solutions to meet your needs.
Added value by way of experienced, professional and trusted advisors.
Consolidated statement providing you with a clear picture of your investment position
Flexible channels, where you can trade by calling our team or trade via our secured online platform
Free tailored financial planning advice provided by our warm and friendly team of licensed and professional portfolio managers
Free market news and insightful research
Invitations to intimate seminars to learn about latest trends and market movements
Automatic registration to our IPO subscription and IPO financing services
Please note that the Wealth Management Account is a cash investment account. Clients must fully pay for securities purchased on or before settlement date, depending on the product subscribed. Should you wish for more flexibility in your financial controls, you can also consider opening a margin account as well.
We believe that every customer is unique, each with their own special aspirations and objectives. Our advisors are therefore trained to listen and will be pleased to provide you with foresights on investments and portfolio management that cater to your individual needs and goals.
Building wealth should be a simple and enjoyable experience. Being caring professionals, we manage client assets with diligence and integrity, using our experience to guide you. By treating clients with our greatest respect, we strive to deliver the highest level of attention and trust.
When you call us, we know who you are.
From exchange traded securities to tailored investment solutions, our clients can have access to an enormous variety of asset classes available in popular currencies. You are thus assured that there will be suitable products that can fit your risk appetite and achieve your personalized investment strategy.