Global Wealth Management Account

Global Wealth Management Account

An all-in-one investment account that allows you to invest in multiple investment products

With this one account, you can invest into:

  • Stocks, including those listed in Hong Kong and Overseas Exchanges
  • ETFs, allowing you to access hard to reach markets via funds that replicates index performances
  • Warrants, should you have strong views in directional trading and/or in particular stocks or market segments
  • Bonds, where we can help you source fixed income products that can meet your income return goal
  • Mutual Funds, with over 50 fund houses and 1,000 fund products, you have ample choices to choose from
  • Structured products, where you can choose a pre-packaged or tailored investment strategy that suits your investment appetite.

Features and benefits includes:

  • Consolidated statement providing you with a clear picture of your investment position
  • Flexible channels, where you can trade by calling our team or trade via our secured online platform
  • Free tailored financial planning advice provided by our warm and friendly team of licensed and professional portfolio managers
  • Free market news and insightful research
  • Invitations to intimate seminars to learn about latest trends and market movements
  • Automatic registration to our IPO subscription and IPO financing services

Please note that Global Wealth Management Account is a cash investment account. Clients must fully pay for securities purchased on or before settlement date, depending on the product subscribed. Should you wish for more flexibility in your financial controls, you can also consider opening a margin account as well.

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