uSMART Received the 2024 Forbes China Family Office "Innovative Broker Service" Award

On November 15, 2024, the globally renowned financial and business media outlet Forbes China held the 2024 Forbes China Family Office Summit and Awards Ceremony in Shanghai, China. uSMART Securities Limited was honored with the "Innovative Broker Services" award. This accolade not only recognizes uSMART's professional services but also affirms our spirit of innovation.

As a leading global business media brand, Forbes China is celebrated for its in-depth research on wealth creation, wealth management, wealth ethics, and wealth lifestyles. The selection event focuses on the current development status of family offices in China, aiming to showcase the operational wisdom and achievements of outstanding family offices while providing a high-quality platform for industry exchange. The selection criteria of Forbes China are stringent and encompass multiple dimensions, including asset management scale, years of client service, average product return rates, and innovative service capabilities, ensuring the authority and fairness of the results.

uSMART Securities Limited, which received strategic investment by Chow Tai Fook Holding, is a Leading Tech Broker in Hong Kong established in 2018. The company specializes in a wide range of financial services, including securities trading, asset management, wealth management, and family office services. It aims to deeply integrate technology with finance, having developed proprietary trading platforms: the uSMART HK APP and uSMART SG APP, which cater  clients in Hong Kong and Singapore respectively. uSMART provides a comprehensive suite of investment options, allowing users to trade in various markets including:
Stocks: Hong Kong, US, Singapore, A-shares, Japanese, British
Derivatives: Options (including US stock options), futures
Other Investments: ETFs, mutual funds, bonds, cryptocurrencies, precious metals, foreign exchange
The platforms are designed to support ultra-high-net-worth individuals and families with customized services for comprehensive asset management solutions.

Recently, uSMART was recognized as “Innovative Brokerage Services” by Forbes China for 2024, highlighting its commitment to innovation and professionalism in the financial sector. Through asset diversification and global allocation, we seek to provide clients with more robust investment returns across different markets, achieving long-term stable wealth growth and inheritance needs while ensuring the preservation and appreciation of wealth.

uSMART Securities adheres to compliance and professionalism, offering a diverse range of investment products and services to meet the needs of various client groups. For individual clients, services include securities trading, futures trading, fund investments, securities financing, investment consulting, asset management, and investor education. For corporate clients, services encompass IPO underwriting, LPF employee stock ownership plan (ESOP) solutions, and investment banking services, fully promoting the integrated development of retail brokerage and corporate business.

uSMART Securities places a strong emphasis on technology and information security. By utilizing artificial intelligence and data analysis techniques, the company aims to enhance the convenience and efficiency of trading. We employ industry-leading data encryption technologies and cybersecurity measures to ensure comprehensive protection of customer data and privacy.

In the future, uSMART Group will focus on diversified investments and global expansion. Even amidst a complex and changing macroeconomic environment, we strive to help clients achieve stable investment returns through asset allocation. To enhance clients' investment capabilities, we have established an investor education platform that provides market analysis, investment strategies, and educational resources. This includes regular online and offline seminars and training sessions aimed at improving clients' financial knowledge and skills. Additionally, we utilize a Customer Relationship Management (CRM) system for centralized management of client information and personalized services, continuously optimizing to enhance customer satisfaction.