Our Services

Comprehensive financial solutions tailored to meet the diverse needs of individual and corporate investors.

Securities Trading Services

Full coverage of Hong Kong stocks, U.S. stocks, global ETFs, derivatives, and options. Institutional-grade electronic trading platform (integrated PC + mobile) with real-time risk monitoring and dedicated licensed trading team.

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Capital Markets Services

IPO underwriting and distribution, joint bookrunner roles. Listed company refinancing (rights issues, placements, share repurchases, M&A). Offshore USD/RMB bond issuance and underwriting (real estate, local government financing vehicles, industrials).

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Real World Asset (RWA) Tokenization Coordination Services

Full process from asset verification → commercial feasibility study → compliant execution and implementation. Covering digitization of real estate, debt instruments, private equity funds, art, and other assets.

Financial Data & Analytics Services

Strategic partnership with leading mainland China bond data provider 'Jiuji Technology (久期科技)'. API + cloud or on-premise customized delivery. Comprehensive data coverage across macro, equities, fixed income, ESG, and alternative assets.

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Exclusive Private Wealth Solutions for High-Net-Worth Clients

Providing institutional private banking services to Greater China entrepreneurs, listed company owners, and family offices: global asset allocation, family office services, cross-border tax planning, insurance trusts + premium financing, immigration-linked financial solutions, charitable foundations, and dedicated family wealth accounts (minimum HKD 10 million).

Need a custom solution?

Contact our dedicated account managers to discuss your specific financial goals and requirements.

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