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Wealth Management Department

Development Vision

Capital Securities' Wealth Management Department was established in 2006 and obtained the trust business license on 10/05/2010. For high-net-worth investors, we provide “one-stop shopping” trust platform which provides portfolio management and financial planning to expand the depth and scope of a securities firm’s financial services and to demonstrate our advantages of “market trend forecast” and “product design”. Our development vision is to make Capital Securities the "most considerate lifetime planner", "most effective tax expert", "most dedicated risk controller" and "best wealth manager" for clients, positioning Capital Securities as the best brand in wealth management services.

Business Strategy

  • 1Wealth Management Department provides advisory services, such as portfolio management, investment consulting and sale of financial products, based on customers’ needs, lifetime planning and financial situations. We also provide comprehensive services according to customers’ asset situations and investment behavior.
  • 2Wealth Management Department establishes a wealth management service platform through trust to provide immediate and comprehensive investment records. We also provide investment products, risk assessment, net asset value changes, and market information to improve customer's satisfaction and investment performance.
  • 3Wealth Management Department assists high-net-worth clients to identify risk tolerance, product suitability, and investment product preference through analysis of their investment capabilities. We integrate professional expertise in finance, taxation, law, insurance and investment to provide long-term investment advisory services and strategic portfolio management, which enable clients to achieve long-term planning and investment goals.

Competitive Advantage

  • 1Through integration of group resources and consolidation of domestic and foreign financial products, we design new financial products and increase added value for clients.
  • 2Client-oriented portfolio management: Through rigorous analysis of the global financial market with comprehensive and systematic fund selection and risk control mechanism, we construct different portfolios with varying levels of risk tolerance and seek the best portfolio with the highest return and the lowest risk for clients.