The business combines trading access with asset management, specialist investment products, and corporate finance, serving individual clients, high-net-worth clients, and professional investors.
Individual clients
- Virtual asset trading
- Global securities: Hong Kong stocks, US stocks, A-shares, and other global markets
- Futures and options
- IPO subscriptions
- Money market funds (MMF)
- Discretionary Account Management Services (DAMS)
- Automatic investment plans
- Virtual asset structured products and private funds
- Wealth management, immigration planning, and insurance
Business clients
- Money market funds (MMF)
- Discretionary Account Management Services (DAMS)
- Virtual asset structured products and private funds
- Real-world asset (RWA) tokenization
- Capital markets services
- Employee Stock Ownership Plans (ESOP)
- Insurance services
Professional investor eligibility
The source cites Hong Kong’s individual professional investor threshold as an investment portfolio of at least HKD 8 million, or its equivalent in foreign currency. Access to specialist products depends on client eligibility, suitability, and applicable requirements.