Market Insights

CITICfirst offers timely market information to put you ahead of the market. We partner with renowned field experts to provide research and commentaries on local and global market development, helping you to make shrewder investment decisions. In addition to highly experienced treasury experts and investment consultants, you can access markets news, insights and stock picks provided by CITIC Securities Brokerage (HK) Ltd, backed by the largest-capitalised Mainland securities house.

Tailored Solutions

Focusing on your goals and needs, we proactively explore global investment choices with tailor-made financial solutions in tune with extraordinary investment opportunities. To offer you timely investment solutions, we leverage the world-class experience of strategists and analysts from many different disciplines.

Performance Management

Our innovative Wealth Management platform is equipped with “Wealth Tracker”, enabling you to track the performance of your portfolio in a holistic view. Your Relationship Manager will proactively review your portfolio on a regular basis, so you can enjoy the peace of mind that comes with knowing your investment portfolio is monitored and adapted precisely to your needs at every stage.

Personal & Professional Experts

You and your investment success are our top priority. As a valued CITICfirst customer, you will be assigned a dedicated Relationship Manager supported by a CITICfirst Associate to jointly attend to your every financial need. They are backed by a team of experts including treasury specialists, investment consultants and insurance specialists. Your dedicated Relationship Manager is committed to providing you with a comprehensive portfolio review regularly, enabling you to fine-tune your strategy and maximise the power of your investments.

Wealth Management Privileges

A range of exceptional privileges awaits our CITICfirst customers.

• Preferential interest and exchange rates
• Discounted unit trust subscription fees and special rates on other investment transactions
• Waiver of handling fees for a wide range of banking services
• Perpetual Waiver of CITICfirst VISA Platinum Credit Card.
• No-bounce cheque protection
• Easy-to-read consolidated statement
• Access to a wide range of pre-arranged banking services

Plus a messaging alert service, priority access to dedicated banking centres, personal CITICfirst Phone Banking Investment hotline, and online banking services.