OTC Mutual Funds, Bonds and Structured Notes

Leveraging the strong reputation of its parent company, Ping An Insurance (Group) Company of China, Ltd., a leading integrated financial platform in Mainland China, and its seasoned professionals, China PA Securities (Hong Kong) Company Limited (“PA Securities HK”) offers comprehensive and superior overseas asset allocation services to our valued clients.

We specialize in designing and curating offshore wealth management products to meet the growing global asset allocation needs of our customers. Collaborating with world-class asset management firms and top-tiers product providers, we offer a diverse range of financial solutions, including mutual funds, private funds, bonds and structured notes.

Mutual Funds: PA Securities HK provides access to over 300 mutual funds, including equity, bond, balanced and money market funds, managed by leading global and Chinese fund investment firms. These funds cover a wide spectrum of asset classes such as developed and emerging markets, technology, healthcare, consumer sectors, commodities, and more. Clients can choose from accumulative shares or dividend-distributing options to achieve investment objectives in an ever-evolving global market environment. PA Securities HK was among the first batch of brokers being eligible to participate in the "Cross-boundary Wealth Management Connect Southbound Scheme " (“Cross-boundary WMC Southbound”) program. PA Securities HK curates the selection of products available under the Cross-boundary WMC Southbound Scheme, which now includes over 120 eligible funds managed by more than 20 prominent fund managers, enabling clients to optimize their global asset allocation.

Click to view the list of “WMC – Southbound” products

Private Equity Funds: Collaborating with leading global private equity fund managers, PA Securities HK provides more than 20 private equity funds covering a variety of asset classes, including private equity, private credit, fixed income, multi-strategy, hedge funds, REITS and other specialized funds. These solutions are customized to suite clients’ investment objectives and risk tolerance, helping them seize opportunities in the global investment landscape.

Bonds: PA Securities HK provides a wide selection of bonds, offering diversification by issuers, currencies, duration and credit rating. This allows clients to tailor their portfolios to meet specific investment objectives, whether focused on income generation, capital preservation, or growth.

Structured products: Collaborating with leading Chinese and international note issuers, PA Securities HK delivers an array of structured products, including Funding Notes, Smart Cash Notes, Digital Notes, Equity-Linked Notes (ELN), Fixed Coupon Notes (FCN), Snowball Notes, Call Warrants, Call Spreads, and Linear Zero Callable Notes. These products are designed to provide exposure to various underlying assets, such as indices, equities, bonds and foreign exchange, offering customized solutions to meet diverse client needs.

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For further information, please feel free to contact us: bd.pacshk@pingan.com
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