个人化投资组合

個人化投資組合

Personalised Wealth Management

配合您独特的理财需要,我们提供高度个性化的财富管理服务。为您量身定制投资计划以切合您的财务需求,我们备有各种投资产品及银行服务,助您达成目标:

  • 投资顾问服务

  • 证券、基金、债券、外币、结构性及财资产品等

  • 融资服务

  • 保险


倘若您有兴趣亲身参与您的个人投资,我们的私人银行顾问会主动为您提供涵盖众多资产类别的投资顾问服务,让您全方位掌握研究数据、市场消息、最新情报,并提供策略性意见,全力为您的投资决策给予支持。

风险披露:

以上资料只供参考之用,并不借此引导任何人投资或构成任何投资的要约。 投资涉及风险, 投资价格可升亦可跌,甚至会成为毫无价值。投资未必一定能够赚取利润,反而可能会招致亏损。投资于非本土货币结算的产品或会受到汇率波动的影响,可能导致本金出现亏损。任何投资的过去表现并不一定可作为将来表现的指引。您应明白到认购、收购或购买非香港注册之任何投资,其收益的收纳及收取和其他行政事宜可能不受香港法律管辖。您应承担一切有关于处理该等非香港法律管辖的投资的一切风险。在作出任何认购前,您应细阅有关之销售文件。若对有关之销售文件或涉及风险存有疑问或不明白,应咨询独立法律、财务或其他专业意见。


配合您獨特的理財需要,我們提供高度個性化的財富管理服務。爲您量身定制投資計劃以切合您的財務需求,我們備有各種投資産品及銀行服務,助您達成目標:

  • 投資顧問服務

  • 證券、基金、債券、外幣、結構性及財資產品等

  • 融資服務

  • 保險


倘若您有興趣親身參與您的個人投資,我們的私人銀行顧問會主動爲您提供涵蓋衆多資産類別的投資顧問服務,讓您全方位掌握研究資料、市場消息、最新情報,並提供策略性意見,全力爲您的投資決策給予支援。

風險披露:

以上資料只供參考之用, 並不借此引導任何人投資或構成任何投資的要約 。 投資涉及風險, 投資價格可升亦可跌,甚至會成爲毫無價值。投資未必一定能夠賺取利潤,反而可能會招致虧損。投資於非本土貨幣結算的產品或會受到匯率波動的影響,可能導致本金出現虧損。任何投資的過去表現並不一定可作爲將來表現的指引。您應明白到認購、收購或購買非香港註冊之任何投資,其收益的收納及收取和其他行政事宜可能不受香港法律管轄。您應承擔一切有關於處理該等非香港法律管轄的投資的一切風險。在作出任何認購前,您應細閱有關之銷售文件。若對有關之銷售文件或涉及風險存有疑問或不明白,應諮詢獨立法律、財務或其他專業意見。


Our investment plans comprise of financial products and banking services such as:

  • Investment consultancy services

  • Securities, mutual fund, bonds, foreign exchange, structured financial asset products

  • Financing services

  • Insurance


Our dedicated private banking consultants actively provide you with the latest investment information and advice, extensive research reports, and information on the market trends.


Risks Disclosure


The information is for reference only and does not constitute any offer or solicitation to any person to enter into any investment transactions. Investment carries risks. The prices of an investment may move up or down and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling investment. When invest in investment denominated in non-local currencies, please be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Past performance of any investment is no guide to its future performance. You should understand that any subscription for or acquisition or purchase of any investment registered outside Hong Kong and the receipt and collections of income therefrom and other administrative matters thereof may not be governed by Hong Kong laws. You agree to bear all risks relating to all such investments which are not governed by Hong Kong laws. You should refer to relevant investment offering documents for detailed information prior to any subscription. You should seek independent legal, financial and other professional advice if you do not understand any aspect of the relevant offering documents or the risks involved.

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