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Wealth management

Your goals are unique to you. We’ll help you reach them – first by assessing your situation, then by helping you put a plan in place.

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Our experts offer advice to help you capture global opportunities and mitigate risks so you can meet your diversified investment and wealth management needs.Our investment products include: Structured productsDual Currency InvestmentEnhanced Yield InvestmentOverseas Investment PlanLocal Unit Trust and Hong Kong Mutual Recognition of Funds.

 
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We take into account your protection needs at various life stages to help you find out suitable insurance plans, leveraging on our ability to offer a one-stop platform for your insurance needs.

You could check our insurance partner policies including health insurance, and life insurance, and our online service.

 
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In today’s fast-paced financial world, the only way to get ahead is to be on top of current market events. Tap into our unique market insights and investment analysis to stay informed about the latest trends and regional news with just a few clicks.

 
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We develop innovative products to support your investment and wealth management.

Contact us

Request call back

If you would like more information or get personalised advice about any of our wealth management products or services, please leave your contact information and we will call you back in 1-2 working days.

Call us

General enquiry on personal financial related service

400-820-3090

Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Your voice matters to us. We’d like to invite you to take a short survey to share your experience on our website. It'll take less than 5 minutes to complete, and it would be extremely helpful for us to improve our services.