Charles Schwab, Hong Kong, Ltd.
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When you look deeper,
you see so much more.

A great work of art inspires the viewer to look beyond the canvas. The same is true with investing—asking questions can help you understand how your wealth is being managed to reach your financial goals. Read on to see what other investors are asking about Schwab Hong Kong and the U.S. market.

Do I have to expect less service if I pay lower prices?

Find out more

At Schwab Hong Kong, we believe that investors shouldn’t have to give up quality service for lower fees. Our clients enjoy access to one-on-one consultations, comprehensive research reports, advanced trading tools, and more for only US$4.95 per online equity trade.

Charles Schwab on Wealth Management

Hear our founder’s philosophy on asking the right questions about wealth management.

A closer look at investment costs.

Investment fees can have a significant impact on your portfolio’s value over time. In the example below, reducing these costs by just 1% would yield an additional $2.2 million.

How investment costs can impact returns A difference of 1% in investment costs can reduce returns by $2.2 million over time. $ 1.5M $ 1.6M 55 $ 2.2M $ 2.7M 65 $ 3.2M $ 4.3M 75 $ 1M $ 1M 45 85 $ 7M $ 4.8M Age 1 % 2 % Annual Investing Cost

Ask a question

Contact us to look deeper at U.S. investing.

Email us or call +852-2101-0511.

Join our workshops

Bring your investing questions and take a closer look at the U.S. market. Seats are limited.

Find out more

50 free trades

Earn 50 commission-free online trades with a qualifying net deposit of US$50,000.

Call +852-2101-0511.

Investment involves risk. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and a security may become valueless. It is as likely that losses will be incurred as that profit will be made as a result of buying and selling securities.

Past performance is no indication of future results, and values fluctuate. The information provided here and in the workshops is for general informational purposes only and does not constitute an offer or solicitation or advice to buy or sell any security. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Restrictions apply: The $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. All broker-assisted and automated phone trades are subject to service charges. See the Charles Schwab Hong Kong Pricing Guide for Individual Investors for full fee and commission schedules. Employee equity compensation transactions are subject to separate commission schedules.

Schwab Hong Kong Trades Promotion Terms and Conditions
Offer valid for clients who make a qualifying net deposit into a Charles Schwab, Hong Kong, Ltd. (“Schwab”) retail brokerage account within 45 days of enrollment in the offer. Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab. Only assets new to Schwab qualify; assets transferred from affiliates are excluded. Net deposits will be calculated daily, and the trades will be credited to your account within one week of confirmation of a qualifying net deposit. The trades will be applied only to the enrolled account and apply only to base equity and options commissions. Options per contract, foreign transaction, exchange, and regulatory fees still apply. Only trades placed through schwab.com.hk, Schwab trading platforms, and Schwab Wireless are eligible. Trades will expire 180 days after being credited to your account and will not be applied to previously executed trades. No credit will be given for unexecuted trades.

Schwab reserves the right to change the offer terms or terminate the offer at any time. This offer is limited to one per account, with no more than one account enrolled per client. It does not apply to accounts managed by independent investment advisors or the Schwab Global Account™. No more than 500 trades per client may be received pursuant to all promotional offers in any 12-month period. This offer is not transferable, saleable, or valid in conjunction with certain other offers. Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply. Should any dispute arise, Schwab reserves the right of final decision. Any taxes related to the offer are your responsibility.

Charles Schwab, Hong Kong, Ltd. clears through Charles Schwab & Co., Inc.

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 an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities and Futures Commission (“SFC”) to carry out the regulated activities in dealing in securities and advising on securities under registration CE number ADV256.

This site is principally designed for Hong Kong residents. For other countries, the 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.

©2017 Charles Schwab, Hong Kong, Ltd. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
CC0886274  (0217-SYVH) (02/17)

Can I rely on stocks alone to help achieve my financial goals?

Find out more

By spreading risk over a variety of investments, a diversified portfolio is potentially better positioned to weather large market swings and provide a more stable set of returns over time. At Schwab Hong Kong, we offer a wide range of U.S. investment choices that let you build a diversified portfolio according to your own unique circumstances and tolerance for risk.

Rethinking Asset Allocation

Are you diversified enough? Learn more about rethinking asset allocation.

Your allocation influences your portfolio’s performance.

So what's the right asset allocation for you? It's the one that reflects both your risk tolerance and your risk capacity, which includes your time horizon and how much potential loss you can afford.

Conservative

  • 15% Large Cap
  • 5% International
  • 50% Bonds
  • 30% Cash Investments

Moderate

  • 35% Large Cap
  • 10% Small Cap
  • 15% International
  • 35% Bonds
  • 5% Cash Investments

Aggressive

  • 50% Large Cap
  • 20% Small Cap
  • 25% International
  • 5% Cash Investments

The example below takes a hypothetical $100,000 initial investment in 1970 and applies each investing approach.

For conservative: 43 years positive return, 1 year negative return. 2.8M$ total wealth accumulated with 7.9% average annualized return. For moderate: 37 years positive return, 7 years negative return. 6.1M$ total wealth accumulated with 9.8% average annualized return. Aggressive: 34 years positive return, 10 years negative return, 7.7M$ total wealth accumulated with 10.4% average annualized return.

Ask a question

Contact us to look deeper at U.S. investing.

Email us or call +852-2101-0511.

Join our workshops

Bring your investing questions and take a closer look at the U.S. market. Seats are limited.

Find out more

50 free trades

Earn 50 commission-free online trades with a qualifying net deposit of US$50,000.

Call +852-2101-0511.

Investment involves risk. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and a security may become valueless. It is as likely that losses will be incurred as that profit will be made as a result of buying and selling securities.

Past performance is no indication of future results, and values fluctuate. The information provided here and in the workshops is for general informational purposes only and does not constitute an offer or solicitation or advice to buy or sell any security. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Restrictions apply: The $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. All broker-assisted and automated phone trades are subject to service charges. See the Charles Schwab Hong Kong Pricing Guide for Individual Investors for full fee and commission schedules. Employee equity compensation transactions are subject to separate commission schedules.

Schwab Hong Kong Trades Promotion Terms and Conditions
Offer valid for clients who make a qualifying net deposit into a Charles Schwab, Hong Kong, Ltd. (“Schwab”) retail brokerage account within 45 days of enrollment in the offer. Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab. Only assets new to Schwab qualify; assets transferred from affiliates are excluded. Net deposits will be calculated daily, and the trades will be credited to your account within one week of confirmation of a qualifying net deposit. The trades will be applied only to the enrolled account and apply only to base equity and options commissions. Options per contract, foreign transaction, exchange, and regulatory fees still apply. Only trades placed through schwab.com.hk, Schwab trading platforms, and Schwab Wireless are eligible. Trades will expire 180 days after being credited to your account and will not be applied to previously executed trades. No credit will be given for unexecuted trades.

Schwab reserves the right to change the offer terms or terminate the offer at any time. This offer is limited to one per account, with no more than one account enrolled per client. It does not apply to accounts managed by independent investment advisors or the Schwab Global Account™. No more than 500 trades per client may be received pursuant to all promotional offers in any 12-month period. This offer is not transferable, saleable, or valid in conjunction with certain other offers. Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply. Should any dispute arise, Schwab reserves the right of final decision. Any taxes related to the offer are your responsibility.

Charles Schwab, Hong Kong, Ltd. clears through Charles Schwab & Co., Inc.

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 an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities and Futures Commission (“SFC”) to carry out the regulated activities in dealing in securities and advising on securities under registration CE number ADV256.

This site is principally designed for Hong Kong residents. For other countries, the 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.

©2017 Charles Schwab, Hong Kong, Ltd. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
CC0886274  (0217-SYVH) (02/17)

Can I get a clear view of the U.S. market from Hong Kong?

Find out more

Investing in an unfamiliar market, with different regulations, securities, and exchanges, can be intimidating. As a leader in U.S. investing in the region, Schwab Hong Kong has the experience to bring transparency and guidance to your U.S. investing questions.

Investing in the U.S. Market

Discover how Schwab Hong Kong can help you navigate the U.S. investment market.

Ask a question

Contact us to look deeper at U.S. investing.

Email us or call +852-2101-0511.

Join our workshops

Bring your investing questions and take a closer look at the U.S. market. Seats are limited.

Find out more

50 free trades

Earn 50 commission-free online trades with a qualifying net deposit of US$50,000.

Call +852-2101-0511.

Investment involves risk. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and a security may become valueless. It is as likely that losses will be incurred as that profit will be made as a result of buying and selling securities.

Past performance is no indication of future results, and values fluctuate. The information provided here and in the workshops is for general informational purposes only and does not constitute an offer or solicitation or advice to buy or sell any security. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Restrictions apply: The $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. All broker-assisted and automated phone trades are subject to service charges. See the Charles Schwab Hong Kong Pricing Guide for Individual Investors for full fee and commission schedules. Employee equity compensation transactions are subject to separate commission schedules.

Schwab Hong Kong Trades Promotion Terms and Conditions
Offer valid for clients who make a qualifying net deposit into a Charles Schwab, Hong Kong, Ltd. (“Schwab”) retail brokerage account within 45 days of enrollment in the offer. Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab. Only assets new to Schwab qualify; assets transferred from affiliates are excluded. Net deposits will be calculated daily, and the trades will be credited to your account within one week of confirmation of a qualifying net deposit. The trades will be applied only to the enrolled account and apply only to base equity and options commissions. Options per contract, foreign transaction, exchange, and regulatory fees still apply. Only trades placed through schwab.com.hk, Schwab trading platforms, and Schwab Wireless are eligible. Trades will expire 180 days after being credited to your account and will not be applied to previously executed trades. No credit will be given for unexecuted trades.

Schwab reserves the right to change the offer terms or terminate the offer at any time. This offer is limited to one per account, with no more than one account enrolled per client. It does not apply to accounts managed by independent investment advisors or the Schwab Global Account™. No more than 500 trades per client may be received pursuant to all promotional offers in any 12-month period. This offer is not transferable, saleable, or valid in conjunction with certain other offers. Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply. Should any dispute arise, Schwab reserves the right of final decision. Any taxes related to the offer are your responsibility.

Charles Schwab, Hong Kong, Ltd. clears through Charles Schwab & Co., Inc.

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 an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities and Futures Commission (“SFC”) to carry out the regulated activities in dealing in securities and advising on securities under registration CE number ADV256.

This site is principally designed for Hong Kong residents. For other countries, the 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.

©2017 Charles Schwab, Hong Kong, Ltd. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
CC0886274  (0217-SYVH) (02/17)

Attend a U.S. Investing Workshop

Schwab Hong Kong can be a strong partner for your U.S. investing.

Bring your investing questions and look deeper with research, commentary, and insights.

Topic The Schwab Hong Kong Approach to U.S. Investing
Location Charles Schwab, Hong Kong, Ltd.
Suites 1607-1611, ICBC Tower
No. 3 Garden Road, Central
Language Cantonese (Contact us for English or Mandarin workshops)

Contact us at +852-2101-0511 for workshop schedule.

Don’t miss this informative and engaging workshop, where will have the opportunity to learn more about:

  • Investment opportunities in the U.S. market
  • A brief history of Charles Schwab and our philosophy
  • Schwab Hong Kong’s products and services
  • How to use our research and trading tools
  • Taking the next step with your investment portfolio

To find out more, call +852-2101-0511.