Our Profile


About Sun Hung Kai Financial

Sun Hung Kai Financial, with its foundation dating back to 1969, is 70% owned by Everbright Securities Company Limited (“Everbright Securities”, SSE: 601788, HKEX: 6178).

Sun Hung Kai Financial has two core business segments, Wealth Management and Brokerage, and Capital Markets. It offers customised wealth management and investment solutions for retail, corporate and institutional clients. Backed by Everbright Securities, Sun Hung Kai Financial provides greater access for Hong Kong and Mainland investors to a broad range of products and services.

Sun Hung Kai Financial has an extensive branch and office network in Hong Kong, Macau and Mainland China, and offers a diversified financial trading platform to its customers. Sun Hung Kai Financial’s group of companies currently has about HK$104.4 billion* in assets under management, custody and/or advice. 

*As of 30 September 2017

Our Business

Sun Hung Kai Financial (“SHKF”), a leading financial institution based in Hong Kong, is known for its independent advisory services, digital capabilities, and sustainable client relationships.

We have been committed to delivering our combined financial experience and expertise, along with exceptional client service, to corporate and institutional clients as well as private and business clients for over 45 years.

We market our comprehensive financial services and advice through our two business segments: Wealth Management and Brokerage, and Capital Markets.

Corporate Structure

Sun Hung Kai Financial Group Limited, the holding company of Sun Hung Kai Financial Limited, is 70% owned by Everbright Securities Company Limited (“Everbright Securities”) through Everbright Securities' Hong Kong wholly-owned subsidiary Everbright Securities Financial Holdings Limited, with the other 30% retained by Sun Hung Kai & Co. Limited. Sun Hung Kai Financial Limited is the holding company of the licensed and non-licensed entities providing our services.

Our Strategy & Values

Our Strategy

At Sun Hung Kai Financial, we always aim to create a differentiating client experience by innovating our offerings, striving for operational excellence and leveraging our business capabilities.

Our strategy is built on four cornerstones:

Our Values

We believe that only strong corporate values, which are the basis of everything we do, enable a business to deliver continued success and sustainable returns. Our core principles of Excellence, Integrity, Innovation, Prudence and Professionalism underpin how our business operates.


We pursue excellence by taking ownership in everything we do and continuously striving for self-improvement.


We are transparent, honest and fair in our interactions with all stakeholders and act with integrity.


We continually expand our creativity to generate new ideas and solutions.


We build trust by putting our clients’ interests first.


We have a relentless focus on treating clients professionally and offering help when needed.

Our History

With over 45 years of commitment and innovation, we have a history of demonstrating leadership during times of growth and volatility:

  • Sun Hung Kai & Co. was formed by Mr Fung King Hey, Mr Kwok Tak Seng and Mr Lee Shau Kee.
  • Sun Hung Kai Securities Limited was incorporated.
  • Sun Hung Kai Investment Services Limited became one of the first underwriters and approved overseas agents of the Shanghai and Shenzhen stock exchanges.
  • Allied Properties (HK) Limited, via its wholly-owned subsidiary, acquired the Fung family's equity interest in Sun Hung Kai Securities Limited via Sun Hung Kai & Co. Limited.
  • SHK Direct (formerly "SHKOnline.com") was launched as one of the first brokers to offer straight-through Internet-based order processing.
  • Sun Hung Kai Financial diversified its operations by establishing wealth management business.
  • Sun Hung Kai Financial forged a strategic alliance with Macquarie FX Investments Pty Limited.
  • SHK Private was established to provide customised wealth management services to high-net-worth clients. Sun Hung Kai Securities Limited was renamed Sun Hung Kai Financial Limited on 1 December 2011 to be aligned with Sun Hung Kai Financial’s brand strategy.
  • Everbright Securities Company Limited, via its wholly-owned subsidiary Everbright Securities Financial Holdings Limited, acquired 70% of Sun Hung Kai Financial Limited from Sun Hung Kai & Co. Limited.

Our Brand

Our brand emphasises our responsibility to our clients, which reflects the trust we have earned and the satisfaction we deliver to our clients and business partners.

Sun Hung Kai Financial has been promoting our unrelenting promise to put customers’ interests first as our key value proposition in our branding TV commercial since 2012 to highlight the difference between our business principles and those of others with a lighthearted approach. Check out our 2016 TV commercial:


We further launched a new TV commercial in mid-2017 to promote our product diversity while reinforcing our positioning “More Than Securities”: