Schwab advice and research–fact-based and actionable

Focusing on your needs

Every investor has different needs, different preferences, and different viewpoints. Whether you prefer to make your own investment decisions or desire more in-depth assistance, we're committed to providing the advice and research to help you succeed.

Resources for today, tomorrow and beyond

To better meet your individual needs, we offer consultations and a comprehensive portfolio report and a wide range of advice and research choices. Whatever your preference, we provide the services that best fit your investing style.

Accurate, high-quality information you can trust

Our research approach features a combination of proprietary and third party resources and tools that is clear and actionable. Schwab Equity Ratings™ is just one example of our high-quality, fact-based research that you just can't find elsewhere.

We stand behind our equity research with published results. So you can feel confident that the information you receive from Schwab is valid, fact-based and reliable.

Schwab Equity Ratings may only be available to certain account holders, based either on the payment of a service fee or on the amount of assets in their Schwab accounts. This material is for informational purposes only and is not an offer to sell or the solicitation of an offer to buy. Additionally, Schwab Equity Ratings, Percentile Rankings, and the general guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for any particular investor or client. Before buying, investors and clients should consider whether the investment is suitable. Investors and clients should consider Schwab Equity Ratings as only a single factor in making their investment decision while taking into account the current market environment. Accordingly, Schwab does not assess the suitability (or the potential value) of any particular investment. Schwab also does not provide tax advice and the views in the material do not take into account any client's or investor's tax situation. Clients and investors should consult their tax advisers before investing. Schwab Equity Ratings utilize third-party data in the forming of a rating. While Schwab believes such third-party information is reliable, we do not guarantee its accuracy, timeliness or completeness. Schwab Equity Ratings are generally updated weekly, so you should review and consider any recent market or company news before taking any action. Stocks may go down as well as up and investors (including clients) may lose money, including their original investment. Past history is no indication of future performance and returns are not guaranteed. For individualized advice, please contact Schwab at +852-2101-0500.

(0006-5180)

Visit Us in Hong Kong

Suites 1607-1611, ICBC Tower,
No.3 Garden Road,
Central, Hong Kong

Office Hours:
Monday–Friday; 9:00 a.m.–6:00 p.m.

Get Started Now

Download the application form.
Steps to open a Schwab account.
Visit our office.

You may also be interested in:

Schwab Equity Ratings

Trade with Sophisticated Tools and Dedicated Support.

Investment involves risks, including the possible loss of the principal amount invested. Past performance is not an indication of future results, and values fluctuate. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investors should consider carefully information contained in the relevant offering documents, including investment objectives, risks, charges and expenses. You can request an offering document by calling Schwab at +852-2101-0511. Please read the offering documents carefully before investing.

This site is published by Charles Schwab, Hong Kong, Ltd. and has not been reviewed by the Securities and Futures Commission of Hong Kong.

Charles Schwab, Hong Kong, Ltd. is registered with the Securities and Futures Commission ("SFC") to carry out the regulated activities in dealing in securities, advising on securities and advising on futures contracts under registration CE number ADV256.

©2010 Charles Schwab Hong Kong, Ltd. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.

This site is principally designed for Hong Kong residents. For other countries, securities, products and services described are subject to country-specific restrictions and are not available in all countries. Nothing here is an offer or solicitation of these securities, products and services in any jurisdiction where their offer or sale is not qualified or exempt from registration.