Goal-Oriented Solutions

Our clients’ best interests are always at the heart of everything we do. By leveraging our leading market position in the broking segment, we have evolved to a full-fledged wealth management company. Our industry insights facilitate us to help our clients capitalise on opportunities in all market conditions.

We seek to identify quality investment opportunities across a broad spectrum of wealth management products and services through our licensed entities*, which sets our individual and corporate clients on the right path to achieving their personal and business financial goals, such as:

  • Education fund

  • Retirement savings

  • Wealth accumulation

  • Estate planning

  • Medical reserve

  • MPF and employee benefits

  • Money transfer

  • Risk management

Customise Your Investment Your Way

We understand that an integrated multi-channel distribution platform can deliver a distinctive and dynamic client experience. Our clients can conveniently access our investment, insurance, and retirement planning solutions through our Investment Consultants, our state-of-the-art online trading platform, and our operator-assisted services, branches, and representative offices in Hong Kong, Macau, and Mainland China.

 

Personalised Advisory Services

Whether you are looking for professional portfolio management, tactical investment opportunities or wealth management services, our team of Investment Consultants will help you consider your priorities and craft solutions to meet your specific goals.

We have more than 300 skilled Investment Consultants to offer expert advice on planning your financial future. Through thorough discussion and feedback, we work closely with you to assess your risk profile, review your existing portfolio, and define your investment priorities and strategies based on your financial situation. With tailored market reports and analysis of our research experts, our Investment Consultants create a roadmap to the future and identify the investment alternatives and asset allocations required to meet your objectives.

Our Services

Whether you are an institutional or retail client, our professional team of Investment Consultants provides expert and personalised advice, with a wealth of knowledge and experience to assist you in crafting and implementing your investment plans through:

Identification of financial objectives and risk tolerance level
Analysis of product and service options available to you
Regular updates on your portfolio structure and strategies for consolidation in existing markets
Recommendation on the investment options that best suit your objectives
Research on relevant information, e.g. research, reports, studies, to provide you with investment insignts

You can make an individual appointment at our offices or branches, or call our customer service hotline to explore what we offer.

Sun Hung Kai Financial also established a sub-brand called SHK Private in 2011 to identify prestigious wealth creation opportunities for high-net-worth clients by our team of Wealth Management Specialists. SHK Private focuses on enhancing the prestigious experience for their clients by launching Club Privé and its exclusive membership programme.

Online Investing Made Simple

Established in 2000 as one of the first batch of brokers offering straight-through Internet-based order processing, SHK Online (Securities) Limited offers a comprehensive range of self-directed, interactive online investing services through the SHK Direct brand.

With SHK Direct, you have direct access to investment products, real-time tools and resources, mobile trading platform – SHKF eMO!, and fully-integrated account options, which are everything you need to manage your investment.

Our Services

Designed for digitally savvy investors who want to manage their investment assets in a hands-on approach, SHK Direct provides a fast, secure and reliable trading platform with access to trading HK and US shares, HK shares IPO, A-shares through Shanghai-Hong Kong Stock Connect, margin financing, futures, stock options, warrants, leveraged forex trading and transferring money worldwide.

Key features of SHK Direct include:

Consolidated e-statement – an online view of your statements and contract notes
IPOs at your fingertips – an online application for IPOs with just a few simple clicks
Real-time quotes – a free snapshot of real-time quotes (RTQ)** for Hong Kong shares with a convenient log to help you keep track of usage
Portfolio overview – a clear and concise portfolio overview that gives you instant access to your portfolio and positions online
SHKF eMO!, the award-winning mobile app – a combination of HK stock trading, real-time quote, market news and research, virtual portfolio and price alert
Professional research and analysis – access to professional market analyses, research reports, analyst opinions and stock picks

*Sun Hung Kai Investment Services Limited / Sun Hung Kai Commodities Limited / Sun Hung Kai Forex Limited / Sun Hung Kai Wealth Management Limited / Sun Hung Kai International Limited / Sun Hung Kai International Commodities Limited / Sun Hung Kai Insurance Consultants Limited / Sun Hung Kai Insurance Agency Limited / SHK Fund Management Limited / SHK Online (Securities) Limited

**To be provided subject to certain terms and conditions