1. Fraud Alert: Click here to find out more
2. Our Mongkok Wealth Management Center has been closed and your Wealth Managers have relocated to (1) our Sheung Wan Wealth Management Center or (2) our office at Lee Garden One. If you have any queries, please call us on +852 2398 8778 or you can contact your Wealth Manager directly (contact number, fax number and email address remain unchanged). We look forward to serving you at our Sheung Wan center or Lee Garden One office with our professional wealth management and brokerage services.
3. The Hong Kong Securities Clearing Company (“HKSCC”) will officially launch the trading calendar enhancement under Stock Connect. With the enhancement, trading under Stock Connect is allowed on all trading days where both Hong Kong and Mainland China markets are open and the Clearing and Settlement arrangement will be adjusted during the additional northbound trading days under Stock Connect. If the trading day (“T day”) is the day before a public holiday (“H-1 day”), any net payable of the T day is required to be settled by 6:00pm on T day where net receivable is required to be settled at around 12:30 p.m. on T+1. For details, please refer to the HKEX official website.
4. Effective October 31, 2023, the Company's APP, "eMO", "eMO(AA)" and "环球交易 " will be removed from the Apple App Store in Mainland China. If you have already downloaded the APP, the relevant functions will not be affected. You can still place orders through the APP or contact your Wealth Manager for order placement or other trading matters.
5. EBSI Fully Supports Anti-Scam Consumer Protection Charter 2.0: Click here to find out more
6. Pursuant to the latest regulations of the Canadian Securities Administrators (CSA) and the U.S. Securities and Exchange Commission (SEC), the standard settlement cycle for transaction in Canada and US securities*will be shortened to one business day after the trade day (T+1), which will be formally implemented with effect from May 27, 2024 (applicable to Canadian securities) and May 28, 2024 (applicable to US securities) respectively. *Such as equities, bonds, exchange-traded funds and options.

Asset Management

As an active asset manager, we use our knowledge and experience across public and private markets worldwide to develop bespoke multi-asset solutions for both retail and institutional clients through our licensed entities* and close cooperation with our parent company in the Mainland. Our investment products are:

Public Funds
 

Public Funds

 

Our public fund platform provides a range of unit trust, covers different asset classes, to develop a well-balanced and diversified portfolio for retail and institutional investors for the Asia-Pacific region.

To learn more about our funds**, please:

Everbright Income Focus Fund

  • click here for the prospectus and documents
  • click here for the fund prices

Everbright Greater China Opportunities Fund

  • click here for the prospectus and documents
  • click here for the fund prices
Private Funds
 

Private Funds

 

Tailored for institutional investors, corporate investors and high net worth individuals, our private funds creates exclusive investment opportunities with leveraged bond funds, private equity funds, hedge funds, and structured notes, regardless of the market sentiments.

Discretionary Account Management
 

Discretionary Account Management

 

Pursuing a customer centric approach for institutional investors, corporate investors, high-net-worth individuals and different types of customers, we tailor medium to long-term wealth management recommendations to cater for every customer’s specific investment needs and objectives.

QFII/RQFII Products
 

QFII/RQFII Products

 

We provide RMB Qualified Foreign Institutional Investor (RQFII) and Qualified Foreign Institutional Investor (QFII) products and services to expand investment choices for investors and meet their demand for investment in Hong Kong and the Mainland. At the same time, through close cooperation with our mainland parent company, we are committed to providing excellent cross-border integrated financial services.

* Operates via China Everbright Securities (HK) Limited and China Everbright Securities Asset Management Limited.  

** This fund is offered to retail and institutional clients, with China Everbright Securities (HK) Limited as the fund manager.

Our Products Type Investment Return Clients
Equity Fixed Income Alternative Absolute Relative Institutions Individuals PI
Everbright Greater China Opportunities Fund Mutual Fund (SFC authorized) YY YY     YY YY YY YY
Everbright Income Focus Fund Mutual Fund (SFC authorized)   YY   YY   YY YY YY
Private Funds Customized YY YY YY YY YY YY YY YY
Discretionary Account Management Customized YY YY YY YY YY YY YY YY