Wealth Management: Everbright Securities International 光大證券國際

Exceptional Wealth Management Services

EBSI upholds a client-centric core operating principle. Leveraging a comprehensive and diversified product platform, along with objective and impartial wealth management advisory service, we enhance both online and offline investment experiences empowering clients to achieve their investment goals.

Dedicated to Meeting Your Investment Needs

EBSI’s wealth management business*, branded as “EBSI Wealth”, along with its service brands “EBSI Private”, “EBSI Direct”, and “EBSI Forex”, develops and aligns investment strategies with specific clientele. Key areas of business include:

Brokerage Business
Wealth Management
Investment Consulting
Loans and Financing
Insurance
Global Payments

Diverse Global Investment Products Platform

EBSI Wealth’s investment solutions and service platform features a unique blend of traditional and alternative investment products, coupled by comprehensive wealth management services. The industry-leading product suite includes over 1,900 mutual funds from nearly 40 international fund houses, a broad spectrum of insurance products from more than 20 insurance companies, and approximately 1,400 bonds and certificates of deposit. Clients also benefit from access to structured products, foreign exchange, futures and options, warrants, commodities, and global equities, ensuring a holistic approach to clients’ financial well-being.

Personalized Investment Services and Premium Experiences

Whether clients opt for professional portfolio management or seek to capture investment opportunities with precision, EBSI’s dedicated wealth managers deliver customized asset allocation strategies based on each client’s financial situation, risk appetite, and investment objectives, unleashing the full potential of their wealth.

EBSI Wealth further creates exclusive experiences for high-net-worth clients, spanning wealth management, refined lifestyle and health privileges services, enriching their affluent lifestyles.

Core Values of Wealth Management

Our wealth management professionals leverage extensive investment expertise and a rigorous, systematic DEAR wealth management process to provide individual and corporate clients with trusted wealth services ensuring their investments are well-informed and closely monitored for steady growth and intergenerational wealth transfer.

DEAR Wealth Management Process:

Discussion: We listen and understand your unique financial aspirations, personalizing our approach to meet your needs.

Expertise: Your dedicated Wealth Manager, along with our team of specialists, is committed to providing wealth solutions aligned with your goals.

Review: Regular evaluation and adjustment of your wealth strategy empower you to maximize opportunities and stay ahead of the curve.

Advice: We timely monitor global market trends to guide you in making informed investment decisions.

EBSI Private, is a prestigious service brand, crafting bespoke portfolios and highly specialized wealth enhancement services to high-net-worth individuals and families. Through its dedicated, well-rounded client service platform Club Privé, regular exclusive events are hosted to deliver a premium client experience.

EBSI Direct is a Fin Tech-focused service brand that provides clients with scalable and flexible digital investment services. In late 2024, a new mobile application “EBSI GO!” was launched combining stock trading and wealth management functions to bring investors an efficient, secure and reliable integrated investment experience.

Key features of “EBSI GO!” include:

Comprehensive Market Information: Real-time updates on the Hong Kong, US, Shanghai, and Shenzhen stock markets, along with exclusive market commentary, research reports, and video podcasts.
Personalized Viewing Experience: Investors can customize watchlists and display settings based on their individual preferences for a tailored browsing experience.
Free Streaming Quotes and Enhanced Market Data: Access to exclusive free streaming quotes and upgraded market data packages for stocks listed on Hong Kong, US, Shanghai, and Shenzhen Stock Connect.
Warrants Center: Data on bull/bear contracts (CBBCs), outstanding quantity distributions, and trading statistics for various warrants, helping investors to stay ahead of market trends.
Living Protection: A wide range of general insurance products with exclusive privileges and discounts, supplementing wealth management with all-round financial protection.
Currency Conversion: A cost-effective trading system with competitive exchange rates and support for multiple currencies.
eDDA Real-Time Transfer: 7x24 instant transfers enable flexible fund management anytime, anywhere.

* Our business is operated through the following licensed entities: Everbright Securities Investment Services (HK) Limited, CES Commodities (HK) Limited, CES Forex (HK) Limited, CES Wealth Management (HK) Limited, Everbright Securities Digital Finance (HK) Limited, China Everbright Securities (HK) Limited, CES Insurance Consultants (HK) Limited, CES Insurance Agency (HK) Limited, and China Everbright Wealth Management Limited.