Company Profile
About Kingfield Trading Securities Wealth Management (HK)
Kingfield Trading Securities Wealth Management (HK) is the Wealth Management Platform of Kingfield Trading Securities, a leading company in the securities industry of Hong Kong. We are committed to expand its international high-end wealth management services.
The professional wealth management team in Kingfield Trading Securities Wealth Management (HK) provides diversified and multi-market asset allocation solutions to individual and corporate clients. Our products include equities and futures trading, margin financing, bonds, funds and investment advisory services etc. Our clients benefit from a strong network in Greater Chinese. We also offer professional products in different international markets to clients, such as Australia, German, Japan, Malaysia, Philippines, Singapore, Thailand, United Kingdom and the United States markets.
Excellent Wealth Management Partner
As the “Excellent Wealth Management Partner”, Kingfield Trading Securities Wealth Management (HK) helps our clients to achieve wealth appreciation.
Kingfield Trading Securities Wealth Management (HK) founded in 2007
Over 16 years of stable development, we have established a steady financial status and gained the recognition and trust of clients and the industry. The award "Excellent Brand of Wealth Management Services" won by Kingfield Trading Securities Wealth Management (HK) is a solid proof of our wealth management position in the industry.
162.3 bn AUC/AUM
As of Dec 2022, AUC/AUM of Kingfield Trading Securities Wealth Management (HK) is HK $162.3 billion (US $21 billion), comparable in size to regional private banks with an active footprint in Asia.
Our Services
Brokerage Trading
- Securities
- Hong Komg Stock Options
- Futures and Options
- Bonds
Business Services
- Margin Trading
- IPO
- Block Trading
- Employee Stock Ownership Plan
- Roadshow and Investment Advisory Services
- Third Party Transaction and Settlement Full Cycle Services
Private Wealth Management Solution
- Funds
- Trusts
- Structured Investment Products
- Special Financing Services
- Other Financial Solutions Referrals
- Insurance Business
Products and services of Kingfield Trading Securities Wealth Management (HK) are provided by Kingfield Trading Securities Brokerage (HK) Limited and Kingfield Trading Securities Futures (HK) Limited (Incorporated in Hong Kong with limited liability).
Milestones
Kingfield Trading Securities has developed a B-to-H "Kingfield Trading conversion system" based on a Direct Registration System (DRS). This model was adopted and optimised by the Hong Kong Securities Depository and Clearing Corporation Limited (HKSDC) as the current settlement model in China.
2013
2017
May
Obtained "2017 The Outstanding Brand Award" by the Economic Digest. This accolade recognised our strong brand recognition and outstanding brand management over the past years.
Successfully reorganised the front-end sales and the mid and back office operations, laying solid foundations for the future growth of the firm's securities and wealth management businesses.
2017
Jun
2018
Apr
Became the first foreign brokerage firm to participate in the H-Shares "Full Circulation" Pilot Project, providing H-Share investors with trade execution and transaction settlement services. This demonstrates our strength and leading position in Hong Kong's brokerage industry.
Named Top 3 Hong Kong Connect Exchange Participants under the "Top Shanghai Connect Trading Award - China Broker" at the "HKEX Stock Connect Awards 2017", in recognition of our contribution to the Shanghai-Hong Kong Stock Connect.
2018
May
2018
Aug
Kingfield Trading Plus, a tailored prestigious wealth management platform, was launched to provide HNW investors with high return investment solutions.
Kingfield Trading Plus Center, a new wealth management service center opened in Hong Kong to provide investment solutions and premium wealth management services to corporation and HNW individuals.
2019
May
2021
Mar
With our outstanding performance, we have been selected by a professional jury among many peers in the industry & won the "Excellent Wealth Management Service Brand" award by Metro Finance, which affirms our remarkable wealth management position in the industry.
Private Wealth Management, a tailored prestigious wealth management platform was launched to provide ultra HNW clients with exclusive investment research and solutions.
2021
Dec
2022
Sep
Won the "Excellent Wealth Management Award - High Net Worth Clients" of Financial Services Awards of Excellence by HKEJ, becoming the "Preferred Wealth Management Partner" of more clients.
Our professional sales team started to provide long-term insurance services to meet clients' different needs from wealth inheritance to retirement protection, leveraging on our strong cooperative relationships with leading insurance companies in Hong Kong.
2022
Nov