- ENGLISH
Full Spectrum Coverage of Financial Products: Offer products with different return and risk levels according to the needs of clients Derivatives and equity-linked products serve as our specialty; Equity products have competitive advantages
A through transformation from Brokerage Service towards Wealth Management has been launched, the corresponding business model is under construction. In light of our customer-oriented business philosophy and business principle which is to help the asset of clients to preserve and thrive, CITICS Wealth Management Committee provides comprehensive finance solutions to our customers, including trade service, investment management, asset allocation and succession.
11.4mn
Cumulative Clients97k
Asset is under custodian140k
wealth customers170k
Institutional ClientsApprox.
370/30
Branches / Regions
Provide comprehensive financial solutions to client based on their needs.
YOU
Trade Execution
Portfolio Advisory & Management
Asset Allocation
Financing Solutions
……
Corporate Financial Advisory
Mergers & Acquisitions Advisory & Execution
Stock and Debt Capital Markets Financing
Custodian and Clearing Sevices
……
Family Office Service
Legacy Planning
Customized Investment Plan
……
Stocks, Securities Margin Trading, Stock Options, Bonds, Funds, HK Stock Connect Program, Futures IB
Information Services, Investment Advisory Contract
Family Trust, Overseas Asset Allocation, Family Business Office.
IPO / Refinancing / Bond / Asset-backed Securities, Equity Pledge Financing, Custodian, Block Trading, Return Swap, Commodity, etc.
PB: Trade, Research, Custodian, Clearing, Product Consignment, Financing, Trading Counterparties
Bank / Trust / Insurance / Financial Corporations: Trade, Bond Selling, Investment Advisory Services
Public Offering, Private Placement, Fixed Income, Income Securities Issued Certificate, PE Fund, Asset Management
Client Segmentation: Integrate resources and offer customized services to build value added to supply chain.
Client Hierarchy
Branch
+
Internet Platform
Client Hierarchy
Service Offering
Service Mode
Premium Customized Services：VIP Meeting, Investment Advisory Service，Family Office
Wealth Management Service Customization, Timely Market Information, Algorithmic Trading
Exclusive Wealth Management Service Customization, Research Report, Tailored Financial Products and Trading, VIP Meeting
CITICS Information Service(Premium Version), Research Report Overview, Exclusive Meeting，Various Trading Tools，Futures/Option Simulation Trade，Exclusive Advisor
CITICS Information Service(Exclusive Version), Birthday Privilege, New Client Exclusive Product, Selected Financial Product
Intelligent Information. CITICS information, Timely Market Information, AI Client Service, etc
The CITICS Wealth Preservation and Growth Service has established a “5+1” product system including “Family Trust, CITICS Exclusive FOF, Prime Selection, CITICS Prosperous FOF, Advisory Service, Oversea FOF”
1+1+N
1+N1+Online
Full Spectrum Coverage of Financial Products: Offer products with different return and risk levels according to the needs of clients Derivatives and equity-linked products serve as our specialty; Equity products have competitive advantages
FoF, CTA Fund，REITS, China-overseas Mutual Connect Fund, QDII Fund, Equity Fund and Family Trust.
Xinjinbao（or CITICS Cash Deposit Management）, Tiantianlicai, Cash Appreciation, Money Market Funds
Public Offering Equity Fund, Hybrid Fund；Privately Offered Fund, Exclusive Account, Equity and Hybrid Asset Management Plan, Secondary Market Securities Trust
Income Securities Issued Certificate, Tiantian Licai（Multiple Days）, Xinyinbao, Xinying Fenji, Xinxiang Zhizun, Xinxiang Zhiyuan, Xinyi Series, Xinju Series, PREABS
Xinxiang Global，Antai Huibao，Xinhe, Celue Dianjin，Xinhe, and Huanqiu Shangpin Structured Notes.、Xinheng Ruijin、Zhaishi Lexiang
| Product Type | Category | Duration | Return | Risk |
|---|---|---|---|---|
| Alternative Investment | REITS, Overseas Product（European Equity, HK Equity, Hedge Funds, etc.),Overseas Service(Dividend/Universal/Medical Insurance, Family Trust.American/Japanese High-end Medical Care, etc.),Public Mutual Fund（Commodity, QDII） | Customized | Customized | Customized |
| Equity Investment |
Public Mutual Fund：Equity Fund, Hybrid Fund Private Offering：Private Offering Fund, Exclusive Account, Asset Management Plan（Equity, Equity Hedge, Market Neutral, CTA, Macro, PE, New OTC Market, etc.） |
Normally T+1 With lock-in period，normally open monthly/quarterly |
High High |
High High |
| Floating Income-linke Securities | Income Securities Issued Certificate：Antai Huibao, Xinhe, Xinxiang Global, Gushou Zengli, Huanqiu Shangpin, Shangpin Youxuan, Celue Dianjin, Xinheng ruijin, Zhaishi Lexiang | Customized | Customized | Low-High |
| Fixed Income Investment |
Income Securities Issued Certificate, Tiantianlicai（Multiple Days）, Xinyinbao, Xinying Fenji Xinxiangzhizun、Xinju series Xinju series、PREABS series Debt Mutual Fund |
Customized Normally 1 year Half Year Customized |
Medium High High Medium |
Low Medium-High Medium-High Low |
| Cash Management | Tiantianlicai，Cash Appreciation，Money Mark funds，Xinjinbao（or CITICS Cash Deposit Management） | Low | Low | Low |
CITICS launched CITICS Family Trust in the year of 2017 under the philosophy of “Build value adding chain in accordance with the need of clients”
Wealth Management·Preservation·Growth
Asset Isolation·Succession·Distribution
CITICS
（Investment Consultant）
Clients
Trust Company(Trustee)
CITICS Wealth
Management
Custodian
Bank(Custodian)
Beneficiary
Serve the investment and financing needs of clients
Show information of consigned financial products and futures IB according to regulatory requirements.
Follow "CITIC Securities" WeChat service account
