Wealth Management - CMB International Capital Corporation Limited

Wealth Management

Building on CMBI’s Asset Management, Corporate Finance, Global Markets, Structured Finance and other business sectors, and the strong bonding with China Merchants Bank Private Banking, CMBI is committed to serving high net worth individual and corporate clients from mainland China and Greater China areas by providing international-level investment advisory and asset allocation services. Read More

High-end investment and financing platform with customized services

Investment Management
Leverage resources of CMB International and China Merchants Bank to meet your investment needs comprehensively as one-stop. We offer asset allocation, trading execution, risk control, cross-institution cooperation, investment management, offshore discretionary investment services, and domestic and overseas financing services.
Investment Advisory Services
For shareholders and directors of listed companies, family offices and ultra-high net worth clients, we provide holistic wealth solutions, asset allocation and customized investment advisory services.
Family Office
Considering the characteristics of Chinese local families, we take a responsive approach to family office establishment, tailored family inheritance solutions, wealth management, and ESOP services.
Strategy Research
We insist on investing in professional research and provide comprehensive market analysis. We offer the latest global investment strategies, equity and fixed income analytics and investment portfolio advices.
Trading Platform
Our industry-leading trading platform supports various investment products and global markets. Multiple convenient and secure transaction channels such as mobile app, desktop platform and phone dealing, help you capture investment opportunities anytime and anywhere.
A comprehensive product platform
We provide various products to achieve your wealth goals, including equities, mutual funds, alternative investments, fixed income products, structured products, insurance, margin financing, etc.
Value-added services
Leverage partner institutions and professional teams of China Merchants Bank and CMB International, CMBI WM can provide you with exclusive privileged activities, such as art appreciation, studying abroad and immigration planning saloons, etc.

Brokerage Business

Hong Kong and global exchange product trading services：
We provide a variety of Hong Kong and global exchange products trading services, including HK securities, stock options, China Connect, global securities, HK future & options and global futures, IPO and margin financing, international placement, grey markets, and OTC products, etc. Committed to providing investors with comprehensive customer service, and 24-hour trading support with a stable, safe and efficient online and mobile trading platform to ensure that customers can invest easily and efficiently.

ESOP

Offer ESOP solutions to listed and planning to be listed enterprises：
ESOP (Employee Stock Ownership Plan) is an employee-owner program that provides a company's workforce with an ownership interest in the company, like share option, restricted stock and employee stock purchase plan, which aims to attract, motivate and retain valuable employees of the company. Read More