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Private Wealth Management
 

Through an integrated investment platform, a comprehensive menu of financial products, managed by seasoned investment experts is available to clients. Private Wealth Management acts as a client’s point of access to BOCI’s and other financial organizations’ investment research. 

In pursuing the growing needs of high net worth individuals, BOCI strives to expand its services by providing a comprehensive range of wealth management services for capital growth and preservation.  The development of private banking services will be the paramount focus in order to assist clients in optimizing wealth potential. Benefiting from the efficiency of BOCI’s and Bank of China’s global network and a wide spectrum of financial products and investment capabilities, BOCI Private Wealth Management serves clients in customizing diversified investment strategies, seeking to maximize investment returns with prudent and responsible risk management.

Range of wealth management products and services include:

Investment Products

  • Mutual Funds
  • Structured Products
  • Bonds and Fixed Income Products
  • Global Equities and Derivatives
  •  Unit-Linked Insurance
  • Life Insurance
  • Alternative Investment

Services

  • Advisory service on Personal Portfolio
  • Financial Analysis and Risk Assessment
  • Investment Strategy
  • IPO and Private Placement
  • Capital Investment Entrant Scheme
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