Wealth Management
Overview
Tailor-made wealth management solutions according to your needs.
We provide quality wealth management products and our professional wealth management team will customize a plan for you. Begin your wealth management journey and build the life that you envisioned with us!
Private Wealth Management Services
Regardless of what you are pursuing, a prosperous life or a stable future, we will strive to provide you with quality private wealth management solutions which help you plan and secure your ideal investment portfolio.
Funds
- Public
- Private
Trust
- Individual
- Family
Structured Investment Products
- Structrued Note
- Laverage Financing
Spcial Margin Service
- Single Bond Financing
- Single Stock Financing
Bonds
Other Financial Solutions Referrals
Why Us?
- Quality Investment Advisory Services
The research teams in CITIC Securities (including the research departments in CITIC Securities and CLSA) are top-notch in the industry. Leveraging the powerful research teams and their reports, we can provide you with accurate and valuable market information and investment advisory services.
- Comprehensive Wealth Management Solutions
Our wealth management team has profound knowledge about the domestic and foreign financial markets which can customize comprehensive wealth management plans allowing you to accumulate wealth.
- Experienced and Trustworthy Teams
We can handle a huge volume of wealth management product transactions and our professional teams have extensive experience which gained the trust of existing investors, including institutional investors and professional investors.