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Our Company

Our Profile

Everbright Sun Hung Kai Company Limited (“EBSHKCL”) is a leading wealth management institution with five key business segments: Wealth Management, Corporate Finance & Capital Markets, Institutional Business, Asset Management, Investment & Financing*, serving individual, corporate and institutional clients in Hong Kong, Macau, Mainland China and the United Kingdom.As an international business platform of Everbright Securities Company Limited (“Everbright Securities”, SSE: 601788, HKEX: 6178), EBSHKCL together with its associated companies** operate under the Everbright Sun Hung Kai brand (“EBSHK”) and Everbright Securities brand, as well as the EBSHK Direct and EBSHK Private Sub-brands.


Established in 1996, Everbright Securities was among the first three pilot companies approved by the China Securities Regulatory Commission and is the core financial service platform of China Everbright Group Limited. Everbright Securities, as a full-securities-licensed integrated financial service provider, strives to be one of China’s top investment banks.EBSHKCL has the robust backing of China Everbright Group as the latter’s member company. China Everbright Group, having its origin in Hong Kong and thrived in Mainland China, has grown to be nowadays a prominent conglomerate with businesses spanning the financial and industrial sectors, domestically and globally. As a Fortune Global 500 company, China Everbright Group is a full-licensed financial holding company of a grand scale that owns a strong and extensive portfolio of industry-leading enterprises and loved brands.


EBSHKCL, a key overseas financial and investment platform of China Everbright Group, offers full-fledged financial products and services to clients the world over and is among China’s top global financial companies riding on its vast financial experience gained over decades dating back to 1969, international perspectives, and professional operations. Adopting effective risk management practices, EBSHKCL is representative of operational and financial soundness. EBSHKCL is given Moody’s “Baa3” long-term issuer rating and Prime-3 short-term issuer rating. The customer assets of EBSHKCL and its associated companies** are currently more than HK$124 billion***.


* Wealth Management and Institutional Business operate under the brand “Everbright Sun Hung Kai”; Corporate Finance & Capital Markets, Asset Management, and Investment & Financing operate under the brand “Everbright Securities”.

** This refers to EBSHKCL, China Everbright Securities International Limited and their respective subsidiaries and affiliated companies

*** As of September 30, 2021



Corporate Structure

Sun Hung Kai Financial Group Limited, the holding company of Everbright Sun Hung Kai Company Limited, is wholly-owned by Everbright Securities Company Limited (“Everbright Securities”) through Everbright Securities Financial Holdings Limited, a wholly-owned Hong Kong subsidiary of Everbright Securities. Everbright Sun Hung Kai Company Limited is the holding company of the licensed and non-licensed entities providing our services.

Our Strategy & Values

Our Strategy

At EBSHK, we always aim to create a differentiating client experience by innovating our offerings, striving for operational excellence and leveraging our business capabilities.

Our strategy is built on four cornerstones:

Our Values

We believe that only strong corporate values, which are the basis of everything we do, enable a business to deliver continued success and sustainable returns. Our six core principles of Sharing, Excellence, Integrity, Innovation, Prudence, and Professionalism underpin how our business operates.


We develop a knowledge sharing culture to unlock the value in information and knowledge.


We pursue excellence by taking ownership in everything we do and continuously striving for self-improvement.


We are transparent, honest and fair in our interactions with all stakeholders and act with integrity.


We continually expand our creativity to generate new ideas and solutions.


We build trust by putting our clients’ interests first.


We have a relentless focus on treating clients professionally and offering help when needed.

Our History

With over 50 years of commitment and innovation, we have a history of demonstrating leadership during times of growth and volatility:

  • Sun Hung Kai & Co. is formed by Mr Fung King Hey, Mr Kwok Tak Seng and Mr Lee Shau Kee.
  • Sun Hung Kai Securities Limited is incorporated.
  • Sun Hung Kai Investment Services Limited becomes one of the first underwriters and approved overseas agents of the Shanghai and Shenzhen stock exchanges.
  • Allied Properties (HK) Limited, via its wholly-owned subsidiary, acquires the Fung family's equity interest in Sun Hung Kai Securities Limited via Sun Hung Kai & Co. Limited.
  • EBSHK Direct (formerly "SHK Online" and "SHK Direct") is launched as one of the first brokers to offer straight-through Internet-based order processing.
  • Everbright Sun Hung Kai ("EBSHK", formerly "Sun Hung Kai Financial") diversifies its operations by establishing wealth management business.
  • EBSHK forges a strategic alliance with Macquarie FX Investments Pty Limited.
  • EBSHK Private (formerly "SHK Private") is established. Sun Hung Kai Securities Limited is renamed Sun Hung Kai Financial Limited on December 1, 2011 to be aligned with Sun Hung Kai Financial’s brand strategy.
  • Everbright Securities Company Limited, via its wholly-owned subsidiary Everbright Securities Financial Holdings Limited, acquires 70% of Sun Hung Kai Financial Limited from Sun Hung Kai & Co. Limited.
  • Sun Hung Kai Financial Limited renames as Everbright Sun Hung Kai Company Limited.
  • Everbright Securities takes full ownership of the company by further acquiring the remaining 30% of shares.