Wealth Management

One-stop wealth management services for high-net-worth individuals and corporate clients.

Overview

Moving from a traditional brokerage to wealth management presents both opportunities and challenges. CITIC Securities Wealth Management (HK) has migrated from a transactional model to an advisory-based model, with a dedicated team of wealth management professionals ready to provide diversified, customized, and comprehensive financial solutions to our clients. This has led to an increase in client satisfaction, loyalty, and growth in assets under management and market share.

As a leading Chinese financial institution, we provide a wide range of financing services to individual retail clients, corporates, and high-net-worth individuals, as well as institutional investors, located in China and beyond.

Our services cover 15 markets worldwide including Australia, German, Japan, Malaysia, Philippines, Singapore, Thailand, United Kingdom, and the United States, among others. We collaborate with more than 35 global financial institutions to meet the diverse investment needs of our clients to provide them with competitive product offerings.

CITIC Securities Wealth Management (HK) products and services are provided by CITIC Securities Brokerage (HK) Limited and CITIC Securities Futures (HK) Limited (Incorporated in Hong Kong with limited liability).

WHY 糖心logo

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Brokerage services cover 15 global markets, partnering with 40+ fund companies, 14 structured product issuers, and 20 bond counterparties, offering over 10,000 products.

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As of May 2024, exceeding HK$150 billion (US$19.2 billion) of assets under management/custody.

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Comprehensive one-stop wealth management services, including execution, investment & product advisory, and wealth planning etc.

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The first foreign brokerage firm to participate in the H-Share Full Circulation Pilot Program.

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By utilising the financial network resources of CITIC Securities and 糖心logo, we unlock Global Investment Opportunities for Investors.

Our Services

  • HK & Global Securities & Futures Trading
  • IPO Subscription
  • Financing Services
  • Custodian and Nominee
  • H-share Full Circulation and B-to-H Trading
  • Employee Stock Ownership Plan (ESOP)
  • Investment & Product Advisory Services
  • Asset Allocation & Portfolio Advisory Services
  • Wealth Planning (Including Trust, Family Office and Tax Planning)
  • Trust & Family Office Advisory Services (including Tax Planning)
  • Wealth Management Products Execution-only Services
  • Insurance Brokerage & Referral Services
  • External Asset Manager (EAM) Service
  • Discretionary Portfolio Management Services
  • Robo-Advisory Services (fund portfolio)
  • Capital Investment Entrant Scheme Service (CIES)
  • Other Financial Solutions Referrals

Our Products

Mutual Privately Offered Funds

Mutual/Privately Offered Funds

Private Equity Funds

Private Equity Funds

Fund of Funds

Fund of Funds

Bonds

Bonds

Structured-Products

Structured Products

Accumulator-Decumulator

Accumulator & Decumulator

IPO-Placement

IPO Placement

Other-Cash-Management-Products

Other Cash Management Products

Our Awards

2024

2023

2022

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HKCAMA 路 Bloomberg 鈥 鈥淏est China Brokers鈥

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Asian Private Banker 鈥 鈥淏est Wealth Manager – Investment and Research”

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Asian Private Banker 鈥 鈥淏est Wealth Manager – Entrepreneurs”

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Wealth APAC 鈥 鈥淏est Wealth Management Award鈥

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HKEJ 鈥 鈥淓xcellent Wealth Management Award 鈥 High Net Worth Clients鈥

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Metro Finance 鈥 鈥淓xcellent Wealth Management Service Brand鈥

Contact Us

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