Important Notice:
1. Fraud Alert: Click here for details.
2. Severe Weather Service Arrangements: Click here for details.
3. Support for Anti-Scam Consumer Protection Charter 2.0: Click here for details.
4. Reminder on Trading Accounts and Login Credentials: Click here for details.
5. Termination of Trading Services for U.S. Low Price and U.S. Micro-Cap Stocks: Click here for details.
6. Temporary Unavailability for Certain Order Types for U.S. Stocks via UStock Pro: Starting October 6, 2025, “Market Orders”, “Stop Limit Orders” and “Stop Market Orders”, and “Order Placing Support for Post-Market Trading Session” provided for U.S. stocks trading via “UStock Pro” have been temporarily unavailable until further notice.
7. Effective January 1, 2026, EBSI will no longer support deposits via PPS: Click here for details.
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:
Our mutual 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 refer to the links below:
Everbright Income Focus Fund
Everbright Greater China Opportunities Fund
Everbright Smart Select Global Equity Fund
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.
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.
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) |
 Y |
Y |
Y |
Y |
Y |
Y |
||
| Everbright Income Focus Fund | Mutual Fund (SFC authorized) |
Y |
Y |
Y |
Y |
Y |
|||
| Private Funds | Customized |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
| Discretionary Account Management | Customized |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
