Wealth Management
Wealth Management
Building on CMBI’s Asset Management, Corporate Finance, Global Markets, Structured Finance and other business sectors, and the strong bonding with China Merchants Bank Private Banking, CMBI is committed to serving high net worth individual and corporate clients from mainland China and Greater China areas by providing international-level investment advisory and asset allocation services.
High-end investment and financing platform with customized services
  • Investment Management

    Leverage resources of CMB International and China Merchants Bank to meet your investment needs comprehensively as one-stop. We offer asset allocation, trading execution, risk control, cross-institution cooperation, investment management, offshore discretionary investment services, and domestic and overseas financing services.
  • Investment Advisory Services

    For shareholders and directors of listed companies, family offices and ultra-high net worth clients, we provide holistic wealth solutions, asset allocation and customized investment advisory services.
  • Family Office

    Considering the characteristics of Chinese local families, we take a responsive approach to family office establishment, tailored family inheritance solutions, wealth management, and ESOP services.
  • Strategy Research

    We insist on investing in professional research and provide comprehensive market analysis. We offer the latest global investment strategies, equity and fixed income analytics and investment portfolio advices.
  • Trading Platform

    Our industry-leading trading platform supports various investment products and global markets. Multiple convenient and secure transaction channels such as mobile app, desktop platform and phone dealing, help you capture investment opportunities anytime and anywhere.
  • A comprehensive product platform

    We provide various products to achieve your wealth goals, including equities, mutual funds, alternative investments, fixed income products, structured products, insurance, margin financing, etc.
  • Value-added services

    Leverage partner institutions and professional teams of China Merchants Bank and CMB International, CMBI WM can provide you with exclusive privileged activities, such as art appreciation, studying abroad and immigration planning saloons, etc.
IMPORTANT NOTICE

You are about to enter the website of CMBI Singapore Pte. Limited, a dealing in capital markets products and fund management company serving institutional and accredited investors only, and CMB International Capital (Singapore) Pte. Limited (“CMB International Singapore”), an advising on corporate finance company licensed by the Monetary Authority of Singapore. It is important that you read this page before continuing.


You will access the part of the website exclusively intended for persons who are living in Singapore or accessing the website from Singapore. If you are a resident of a country with a dedicated CMB International website, you are requested to leave this page and sign on the respective CMB International country site. This website has not been reviewed by the Monetary Authority of Singapore.


US Persons:


The information contained in this website is not intended for nationals or citizens of the United States of America or “US Persons” as defined by “Regulation S” of the Securities and Exchange Commission underthe US Securities Act of 1933, which notably applies to any natural person residing in the United States of America and any partnership or corporation organized or registered under US regulations.


The investment products described on this website are not registered under the U.S. federal securities laws or any other relevant U.S. state laws. Consequently, no investment product may be offered or sold directly or indirectly in the United States of America (including in U.S. territories and possessions), to or to the benefit of residents and citizens of the United States of America and to “U.S. Persons”.


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This site is solely intended to provide information about CMB International Singapore, its affiliates and their products authorized for their marketing in Singapore. None of the information contained in thiswebsite constitutes an advertisement, a recommendation, an advice, an offer or a solicitation by CMB International Singapore and/or its affiliated companies to buy or sell financial instruments or any investment product, enter into any such transactions described herein or to provide investment advice.


CMB International Singapore does not guarantee that all risks associated to any investment products or transactions mentioned herein have been identified, nor does it make any representation as to the merits,suitability, expected success, or profitability of any such transaction mentioned herein.


You must make your own assessment of any such transaction and the risks and benefits associated with it and of all the matters referred to above. You should enter into transactions only after having considered, with the assistance of your external advisors, the specific risks of any such transaction.


CMB International Singapore informs you that the information on products contained in this site is given purely by way of indication and provides a general presentation of our products and services. To the best of the knowledge, information and belief of CMB International Singapore, all information contained herein is accurate as at the date of publication and is provided on an "AS IS" basis and without any warranties of any kind, either expressed or implied. However, CMB International Singapore or its affiliates or any director or employee of CMB International Singapore or its affiliates cannot and does not warrant, guarantee or represent, either expressly or by implication, the accuracy, validity or completeness of such information. This information is not exhaustive, may evolve over time and may be updated by CMB International Singapore, without notice and at any time.


Under no circumstances may the information contained herein, or any part thereof, be copied, reproduced, modified, translated or redistributed without the expressed permission of CMB International Singapore, to any third person or entity in any country or jurisdiction which would subject CMB International Singapore or any of its investment products, to any registration requirements within these jurisdictions or where it might be considered as unlawful. CMB International Singapore or its affiliates, any directors or employees of CMB International Singapore or its affiliates shall not be liable for any damage arising from any person's reliance on such information and shall not be liable for any errors or omissions (including but not limited to errors or omissions made by third parties) in such information.


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By choosing to access our site, you acknowledge having read these terms and conditions and agree with them. In your interest, we recommend that you read them carefully.


CMBI (Singapore) Pte. Limited Company Registration No.: 201731928D

CMB International Capital (Singapore) Pte. Limited Company Registration No.: 202124251W


You are accessing the website as an Institutional Investor or Accredited Investor, as defined in the Securities and Futures Act, Cap. 289 of Singapore and have read and understood the above conditions.