Wealth Management Platform

Private Equity Investment

  • Direct Investment in Mainland China
  • Overseas Direct Investment
  • Other Private Equity

Asset Management

  • Mutual Funds
  • Hedge Funds
  • Discretionary Accounts

Investment Banking

  • Investment Banking
  • Equity Capital Markets
  • Fixed Income

Securities Sales and Trading

  • Securities Brokerage
  • Institutional Sales and Trading
  • Bonds Sales and Trading

Product Service

Trading Platform

We aim to provide a safe and reliable trading services through various channels such as the Internal, Smartphone trading application and Call Centre. Convenience of trading management allows you to invest in the global markets anytime and anywhere.

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Professional Consultation

We partner with renowned accounting, tax and legal consulting firms in Hong Kong and beyond to offer you accounting, tax and legal advice, as well as regulatory and compliance services and other risk management and insurance services.

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Strategy Research

We bring to bear research resources from CMB’s headquarters and CMBI to provide you with personalized research support, as well as equity market strategy, investment strategy, business strategy and industry analysis services.

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Investment Management

We leverage resources from CMBI’s Investment Banking (Equity Capital Markets & Debt Capital Market) and Asset Management departments to satisfy your investment goals and to provide you with services in asset allocation, trading execution, risk control, trans-institutional cooperation and onshore/offshore financing arrangement.

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Value-added Services

We rely on the business partners and house teams of China Merchants Bank and CMBI to offer you a wide range of personalized value-added services including corporate registration and travel support.

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Trading Platform
Professional Consultation
Strategy Research
Investment Management
Value-added Services

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