Businesses> Wealth Management

Topsperity Securities Brokerage Business offers products from three categories, i.e. cash management, fixed income and equity to cater for different needs of high net worth individual clients. The firm provides a variety of cash management products with flexible term, stable income and high security to meet customers' liquidity needs. At the same time, the firm actively selects various trust and asset management schemes for customers, help them make reasonable allocation of debt products, realize wealth preservation and obtain stable returns. In view of the investment opportunities of equity products, Topsperity Securities provides customers with related products with various strategies such as macro-hedging, quantitative multi-strategy, long stock, overseas index linkage, private placement, semi-market and alternative investment, etc. Besides, Topsperity Securities investment advisory service has become "product-based" and increased the wealth for customers through differentiated and personalized products.

In 2019, Topsperity Securities Brokerage Business began to focus on creating "Hao Ji Hui", a brand for well-selected funds, optimizing flagship products of various fund companies from multiple perspectives, such as historical performance, fund manager style, market trend, etc., while launching preferential campaigns with a minimum subscription fee of 1% to provide customers with an all-round asset allocation solution.

In addition to services available for individual investors, the business departments of Topsperity Securities Brokerage Business located throughout China rely on the headquarters platform to actively provide financing services for enterprises, and help corporate customers to finance via listing, bond issuing or ABS, stock pledge, etc.

In recent years, Topsperity Securities has taken the initiative to increase investment on fintech. By leveraging cutting-edge science and technology, Topsperity Securities has promoted the Internet-based, digital and intelligent operation and management of brokerage business, and facilitated the transformation and large-scale development of wealth management business thanks to digital and intelligent capabilities.

At present, Topsperity Securities Brokerage Business continues to promote fintech-driven innovation based upon big data technology, insight into user behavior, accurate user profile and continuous improvement on user experience, thus effectively driving the growth of user scale and user activity. Meanwhile, the firm builds Al applications such as intelligent customer service, intelligent outbound call, intelligent market, marketing forecast, etc. to provide more convenient, intelligent and differentiated solutions for retail brokerage and other businesses, improve service efficiency, help accurate marketing, as well as strengthen compliance and risk control.