Chinese investment bank, trusted by clients around the world
CITICS provides clients-focused comprehensive investment banking services covering all investment banking products via a specialized matrix.
Full Spectrum Coverage of Financial Products: Offer products with different return and risk levels according to the needs of clients Derivatives and equity-linked products serve as our specialty; Equity products have competitive advantages
Our business operates through CITIC Securities and CLSA. We offer a range of products and services to financial professionals, institutions and individuals, targeting superior returns across global capital markets.
Our FICC business includes sales, trading, investment advisory and product development. We work closely with our clients to develop customized solutions that draw on the expertise and resources of CITIC Securities.
The institutional sales team, specialized in equity sales and trading services, has a long-standing experience in serving professional investment institutions, various private equity firms, wealth management institutions, and ultra-high net worth investors both domestically and abroad. We offer comprehensive financial services including research services, equity project sales, equity product marketing, equity trading services, transaction execution services, and algo trading services.
Taking full-scale research and all-rounded services as transition direction, CITICS Research aims to serve primary and secondary market investors as an expert to carry out in-depth industry analysis and a consultant in enterprises strategy study.
CITIC Securities Prime Service Team has the market-leading capabilities in margin financing, short selling, securities borrowing & lending (SBL) and stock pledge-style repo. We develop innovative business patterns timely, and are committed to providing domestic & overseas institutional investors with comprehensive solutions of financing, trading and prime brokerage services.
Our Custody Department is dedicated to provide domestic and offshore asset management Institutions with comprehensive services, including custody service, fund administration service, investor service and interbank market client clearing service, etc.
Established in Hong Kong in 1986, CLSA connects global institutional investors, corporations, governments and high -net-worth individuals to insights, liquidity and capital to drive their investment strategies. In 2013, CITIC Securities acquired 100% shareholding of CLSA. CITIC CLSA’s award-winning research, extensive Asia network, direct link to China and highly experienced financial professionals sets CITIC CLSA apart from global investment banks and regional players.
Over three decades, CLSA has built an extensive Asia network across 14 key markets, with deep local knowledge and local connections. Globally, we serve clients from 17 locations in Asia, Australia, Europe and the United States.
CLSA is uniquely positioned to facilitate cross-border capital flows and bridge China to the world and the world to China.
China Asset Management Co., Ltd. (ChinaAMC) is a leading asset manager in China. It was founded in April 1998 and has since maintained its top position in the asset management industry of China. Headquartered in Beijing, the company currently has three subsidiaries: China Asset Management (Hong Kong), China Capital Management, and China Wealth Management.
ChinaAMC provides a full range of services to retail and institutional investors home and abroad, covering equity, fixed income, money markets, etc. With $264.7 billion (RMB 1.71 trillion) in Assets Under Management(including that of subsidiaries) as of June 30, 2021, it is one of the largest asset managers in China. Current client base comprises nearly 70,000 institutional clients and 180 million retail clients.
Goldstone Investment Co., Ltd. (“Goldstone”) is a wholly-owned subsidiary of CITIC Securities Co., Ltd. As one of the most influential PE investment institutions in China, Goldstone was awarded “No.1 among all Securities house’s investment platform” and “Top 10 best Chinese PE Firm” by Zero2IPO Group and China Venture Awards for consecutive years.
Goldstone covers key industries such as industrial energy, TMT, medical health, new materials, modern services and military industry. The team members have accumulated market experience and industry influence for many years, as well as profound financial resources and industrial background, and have rich experience in industrial integration and cultivation, corporate mergers and acquisitions and other investment fields.
In 2020, Goldstone initiated the establishment of two funds with a scale exceeding RMB 30 billion to support the development of new materials enterprises, medical and information technology enterprises with core competitive advantages through equity investment. Goldstone has invested approximately RMB 5 billion in 2020, involving multiple fields such as medical care, chips, new materials, and manufacturing.
The integrated management system has been established with specialized division and outstanding risk management capabilities.
CITIC Futures Co., Ltd., a wholly-owned subsidiary of CITIC Securities Co., Ltd., is one of the largest futures companies in China. The Company offers diversified businesses, including futures brokerage for commodity and financial futures, futures investment consulting, asset management, and fund sales.
Headquartered in Shenzhen, CITIC Futures has set up 48 branches in Beijing, Shanghai, Guangzhou, Hangzhou and other large and medium-sized cities, as well as 382 securities IB service bases, extending its business nationwide. The Company currently has 3 principal subsidiaries. CITIC Securities Capital Management, CS Global Trade (Shanghai) Company and CITIC Futures International keep maintaining leading positions in their own sectors, providing risk management, futures and cash business, overseas derivatives brokerage and research consulting services for a wide range of institutional clients.
CITIC Futures has a registered capital of RMB 5.6 billion and a net asset of RMB 8.6 billion. It maintains top of the industry on customer margin, trading volume, operating income, net profits as well as remarkable profitability. In the first half of 2021, it has achieved operating income of RMB 8.4 billion and realized net profit of RMB 479 million.