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Wealth Management

Goal-Oriented Solutions

Our clients’ best interests are always at the heart of everything we do. By leveraging our strong competitive position in the broking market, we have evolved into a full-fledged wealth manager to help our clients capitalize on the compelling growth opportunities in the businesses we operate in.

More Than Securities

As a good wealth plan should be based on your specific goals, we seek to identify quality investment opportunities across a broad spectrum of traditional and alternative wealth management products through our licensed entities*, which sets our individual and corporate clients on the right path to achieving their life and financial goals, such as:

  • Education fund

  • Retirement savings

  • Wealth accumulation and protection

  • Estate planning

  • MPF and employee benefits

  • Health protection

Customize Your Investment Your Way

We understand that only an integrated multi-channel investment platform can create a distinctive and dynamic client experience. Our clients can conveniently access our investment, insurance, and retirement planning solutions through our Wealth Managers, our state-of-the-art online trading platform, and our operator-assisted services, branches, wealth management center, and representative offices in the region.


Personalized Advisory Services

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

We have more than 400 experienced Wealth Managers to deliver expert advice on planning your financial future. Our professional advisors work closely with you to assess your risk profile, review your existing portfolio, and define your investment priorities and strategies based on your overall financial situation. With tailored market reports and analysis of our research experts, our Wealth Managers create a roadmap to the future and identify the investment alternatives and asset allocations required to meet your objectives.

You can make an individual appointment at our offices, wealth management centers in Mongkok and Sheung Wan, or branch in Macau, call our customer service hotline, or simply email us to explore what we can offer you.

The Wealth Management Specialists of EBSHK Private, a sub-brand of Everbright Sun Hung Kai, tailors prestigious wealth creation solutions for high-net-worth clients. EBSHK Private focuses on delivering superior services to its clients by launching Club Privé and its exclusive membership program.


Our Services

Our Wealth Manager Team provides expert advice to both individuals and corporations, with a breadth of knowledge and experience to help them build, accumulate and preserve wealth through:

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



Online Investing Made Simple

Launched in 2000 as one of the first batch of securities brokers offering straight-through Internet-based order processing in Hong Kong, SHK Online (Securities) Limited offers a range of self-directed and interactive online investing services through the EBSHK Direct brand (previously known as "SHK Online" and "SHK Direct").

With EBSHK Direct, you have direct access to investment products, real-time tools and resources, mobile trading platform – eMO!, and fully-integrated account options, which are everything you need to manage your investment. Fingerprint login is available for clients using iPhone or iPad for more secure and convenient access.

Our Services

Specifically designed for digitally savvy investors who want to manage their investment assets in a hands-on approach, EBSHK Direct builds a fast, secure and reliable trading platform with access to trading H.K. and U.S. shares, H.K. shares IPO, A-shares through Shanghai and Shenzhen-Hong Kong Stock Connect, margin financing, futures, stock options, warrants, leveraged forex trading, and transferring money worldwide.

Key features of EBSHK Direct include:

Consolidated e-statement – an online view of statements and contract notes
IPOs at 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 keep track of usage
Portfolio overview – a clear and concise portfolio overview that facilitates an instant access to the portfolio and positions online
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 Insurance Consultants Limited / Sun Hung Kai Insurance Agency Limited / SHK Fund Management Limited / SHK Online (Securities) Limited operate under the “Everbright Sun Hung Kai” brand. China Everbright Wealth Management Limited operates under the “Everbright Securities” brand.

** To be provided subject to certain terms and conditions