We understand that you have important goals for wealth management in order to achieve accumulation and growth of wealth, risk management as well as the bestowment of legacy to the loved ones and predecessors. Thus we address the needs of our clients by offering a full array of wealth management services and insurance products, namely life insurance, medical insurance, critical illness insurance, savings insurance, investment-linked insurance, annuity, universal life insurance, and more.

Haitong International selects around 48 of the most esteemed asset management companies and around 300 funds to cater to different risk tolerance levels and return expectations. We have built a 360-degree wealth management services platform with dedicated fund services to help you achieve asset growth.

In recent years, more and more investors are favoring investing bonds due to their stability and considerable income. Haitong International provides a platform for customers to invest in different bonds, providing steady returns with ease for Capital Investment Entrant Scheme clients.(The CIES is suspended by HKSAR government since 15 January 2015)

We offer you the choice of cash or margin financing securities trading accounts as well as channels of online trading and broker services for stock transactions. Other than HK Stocks, you will also be able to trade stocks with one single account covering China and overseas stock markets, including the United States, Canada, London, Australia, Japan, Korea, Malaysia, Singapore, Taiwan and Thailand markets.

We provide local futures and options, stock futures and stock options, gold futures, interest rate products and overseas futures products from major global futures markets, helping clients capture global opportunities while effectively managing their risk.

Equipped with professional knowledge of different investment products, our specialists provide discretionary portfolio management services to clients with respect to their risk tolerance levels and investment objectives. They help clients make investment decisions to capture market opportunities or avoid risks where applicable.

Structured notes are financial instruments designed to meet the needs of specific professional investors by incorporating special and non-standard features. Relevant assets may be a single or a basket of underlying equities as well as fixed income, currency or commodities products for capital protection.

Our trust service is an alternative method of wealth preservation and succession. We help clients with financial and tax planning, as well as with fulfilling family financial needs in accordance with your own wishes on preservation, appreciation and allocation of wealth.

Our Immigration Consultants specialize in assisting clients in applying for immigration overseas.

The index serves as an indicator and reference of the prices of eligible funds falling within the permissible investment asset classes under CIES, in order to reflect both the prices and movements of different funds. Investors may compare different eligible investment funds falling within various asset classes and to acquire thorough understanding of the performance of each fund through monthly reports and league tables, etc. (The CIES is suspended by HKSAR government since 15 January 2015)