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Wealth Management
 

Our professional Wealth Management team is dedicated to provide high-net-worth clients with one-stop services of wealth management, financial investments and related services. Our target clients include corporate investors, family trust funds, and high-net-worth individuals. Leveraging on our team with extensive experience and the open platform of ICBC International, we provides customized investment strategies to clients.

Our services include:

• Financial investments

 • Provide advisory investments and discretionary investments services to our target clients.

 • Clients could choose ICBC International or third-party international financial institutions as their custodians in order for us to provide extensive investment products and offshore booking centers. Our team will provide independent wealth management services and act for the best interest of the clients.  The investment strategies of clients are implemented in the customized discretionary investment management accounts.

 • Leverage on the corporate finance service platform of ICBCI Group and provide investment opportunities to clients in primary issues in the financial markets.

• Margin financing

 • Provide margin financing against equities and investment portfolios to clients.

• Services and products

 • We can, directly or through third party international financial institutions, provide customizing diversified investment strategies and products, which include:

  • Global Securities and Futures
  • Private Equity
  • Trust
  • Mutual Funds
  • Structured Products
  • Bonds and Fixed Income Products
  • FX
  • Precious Metals
  • Universal Life Insurance
  • Property Investments


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