Welcome to our world of personalised, professional and expert service.

Sun Hung Kai Financial has more than 400 professional Investment Consultants who are well trained to help you. Through in-depth discussion, we will evaluate your financial situation. Then taking into consideration your investment risk profile, time horizon, your existing portfolio structure as well as future investment objectives and priorities, we will give you advice on what investment options are appropriate for you and help you determine the right asset allocation. Finally, you will help you create a plan that suits you best.

Our Services

Our professional Investment Consultants will help you plan for your financial future step by step.

• Understand your financial objectives and risk tolerance.
• Provide detailed explanation and discussion on different products and services you can choose from.
• Help facilitate account opening, trading transactions and settlements.
• Provide regular updates on your portfolio structure.
• Introduce new products and services.
• Assist you determine the suitable choice of investment options.
• Add value by providing relevant information on the markets and products and services.
• Determine the most convenient channel for you to do business.
• Provide relevant information like research reports, invitation to seminars, etc. to help you become a better investor.

To match you with the right Investment Consultant, please fill in our Customer Profile questionnaire and submit it via email and we will get back to you as soon as possible.

If you are already our customer, please call your Investment Consultant for further assistance.

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