Fubon Wealth Management Services offer you the convenience, choices and solutions to achieve your investment objectives. We offer a range of investment products including investment fund, bond, securities and products linked to currencies and equities.

Our investment professionals are ready to understand your investment needs, helping you to assess your risk profile and assisting you to make the best selection of product to meet your investment objectives.

Investment Fund Services

Fund investment enables investors to benefit from the expertise of professional fund managers, get access to global markets and diversify risk across a portfolio of funds. We provide you with a wide range of fund choices and offer funds covering different investment asset classes managed by a number of renowned international fund houses. We always highlight for you different funds closely in line with the prevailing market dynamics and conditions.

Bond Investment Services

Bond investment is one of the ideal options for investors seeking stable return or potentially higher return than ordinary savings. You may enjoy steady and reliable interest income while the potential for price appreciation offers you higher return. Including bond in your investment portfolio can also help to diversify your investment risks. We offer various types of bond with different coupon rates, credit ratings and tenors for your selection.

Securities Services

We provide reliable and efficient investment services including securities trading, custodian and nominee services, for both Hong Kong and Taiwan markets helping you to capture each investment opportunity. You can place orders and get the latest market information through various trading channels such as Internet, hotline and our securities services centers. We also provide overdraft facility to enhance your investment flexibility and IPO services to help you better capture investment opportunities.

Currency-Linked Products

It gives you an opportunity to substantially maximize your interest return by taking advantage of exchange rate movements. You may pair HKD or USD with a wide range of currencies with tenors, ranging from 1 week to 12 months, according to your foreign currency needs and investment strategies.

Equity-Linked Products

Please visit any Fubon Bank branch.

Act Now!

For details, please visit any Fubon Bank branch or call our Integrated Customer Service Hotline at 2566 8181 (Press 3 after language selection) during office hours*.

*Monday to Friday: 9am to 7pm; Saturday: 9am to 1pm (Except public holidays).

Terms and Conditions

Risk Disclosure and Important Note: Risk Disclosure and Important Note:

The following risk disclosure statements cannot disclose all the risks involved. You should undertake your own research and study before you trade or invest. You are advised to seek independent financial and professional advice before you trade or invest. Investment involves risks. Prices of investment products may go up as well as down and may even become valueless. Past performance is not indicative of future performance. It is as likely that losses will be incurred rather than profit made as a result of buying and selling investment products. Currency-linked products / Equity-linked products are structured products involving derivatives. The investment decision is yours but you should not invest in the structured product unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives. Currency-linked products / Equity-linked products / Bonds are NOT equivalent to, nor should they be treated as a substitute for time deposit. They are NOT protected deposits and are NOT protected by the Deposit Protection Scheme in Hong Kong. These products are not principal-protected. Bonds and structured products are subject to the risk of the issuer defaulting on its obligations. If the deposit currency and / or linked currency is not in customers’ home currency, and customers choose to convert it back to his or her home currency on or after maturity date, customers may gain or loss from exchange rate fluctuations. This marketing material is issued by Fubon Bank (Hong Kong) Limited and the contents have not been reviewed by the Securities and Futures Commission of Hong Kong and are for reference only, and does not constitute, nor is it intended to be, nor should it be construed as any advice, offer or solicitation to deal in any of the investment products mentioned herein. You should carefully consider whether trading or investment is suitable in light of your own financial position and investment objectives. You should not base on this marketing material alone to make any investment decision, but should read in detail the relevant offering documents and Risk Disclosure Statements or seek independent professional advice if in doubt.