Quam Plus Financial

What Quam Plus Financial does

QuamPlus Financial International Limited (華富建業國際金融有限公司) is a Hong Kong-based, Bermuda-incorporated diversified financial services group listed on the Hong Kong Stock Exchange (ticker 00952.HK) since 1997 and founded in 1986. The company holds all five core Hong Kong SFC licenses (Type 1 Securities, Type 2 Futures, Type 4 Securities Advice, Type 6 Corporate Finance, Type 9 Asset Management) through its wholly-owned subsidiary Quam Securities Limited, enabling an integrated one-stop platform spanning brokerage, margin and structured financing, investment banking, debt and equity capital markets, asset and wealth management, proprietary investment, and group treasury. It operates through five operating subsidiaries — Quam Securities, Quam Capital, Quam Wealth Management, Quam Asset Management (formerly Oceanwide Asset Management), and Quam Financial Media — and serves private clients and high-net-worth individuals, institutional investors (fund companies, insurance companies, hedge funds, family offices), and mid-market corporate clients in Hong Kong and Mainland China.

The company earns revenue across five primary streams: brokerage commissions from securities, futures, options, bonds, funds, and structured products (transaction-fee model); interest income from margin financing at up to 80% LTV and structured finance (usage-based model); corporate finance advisory and underwriting fees from IPO, M&A, secondary offerings, and DCM execution (professional services model); asset and wealth management fees with management and performance components (subscription/recurring model); and subscription-based content revenue from Quamnet.com, the bilingual Hong Kong financial-media platform in operation since 1998.

QuamPlus Financial distributes through direct enterprise sales teams and relationship managers in Hong Kong, supplemented by five Mainland China representative offices (Shenzhen, Shanghai, Shenyang, Ningbo, Hangzhou) and the Global Alliance Partners and Oaklins International networks for international deal flow. It is a subsidiary of China Oceanwide Holdings, has been included in the MSCI Hong Kong Small Cap Index since 2017, and is currently led by a Chairman, a CEO/Executive Director, and a senior management team covering COO, CFO, CIO, Head of Wealth Management, Head of Securities & Futures, Chief Legal & Compliance Officer, Chief Risk Officer, and other functional heads. Proprietary technology consists of an integrated financial-services platform with trading, settlement, and distribution capabilities, paired with the Quamnet.com content platform and the Quam HKIR online investor-relations platform.

Name

Quam Plus Financial

Legal name

華富建業國際金融有限公司 (QuamPlus Financial International Limited)

Website

https://quamplus.com

Company type

Public

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

QuamPlus Financial International Limited is a Hong Kong-listed (00952.HK) full-license financial services group founded in 1986, holding all five core SFC licenses and serving private clients, institutional investors, and corporate clients across Hong Kong and Mainland China via brokerage, margin and structured financing, investment banking, debt and equity capital markets, and asset and wealth management.

Ownership category

akta.pro rank

Product category

Diversified Financial Services

NAICS

Nondepository Credit Intermediation (5222), Credit Intermediation and Related Activities (522)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189)

akta.pro primary industry

Private Credit — Structured Credit (CLOs, ABS, Private Securitizations) (FSAHAJAH)

akta.pro secondary industries

Direct Lending — Specialty Finance (Consumer/SME Lending Platforms) (FSAHAJAF), SME Lending Platforms & Embedded SME Credit (FSAKAGAJ)

Keywords

• Securities brokerage services
• Corporate finance advisory
• Asset management services
• Wealth management services
• Margin financing

Headquarters

HQ city

Hong Kong

HQ country

China

HQ region

Asia

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Brokerage Commissions: Securities brokerage services generating commissions from stock trading, futures, options, bonds, funds, structured products and wealth management products. Revenue from both private client services and institutional equities divisions.
2. Margin Financing Interest Income: Interest income from margin financing services providing up to 80% loan-to-value ratio (up to 90% for selected same-day trades with interest waiver), generating recurring interest revenue from leveraged client positions.
3. Corporate Finance Advisory: Investment banking and corporate finance services including IPO execution, M&A advisory, capital raising, financial advisory. Revenue from advisory fees, underwriting fees, and success-based transaction fees.
4. Asset Management Fees: Asset management services through Quam Asset Management providing wealth preservation and growth services with global allocation solutions, generating management fees and performance fees.
5. Financial Media Subscriptions: Subscription-based financial media services through Quamnet.com offering expert analysis articles, live trading day programs, and exclusive investment strategies across Hong Kong stocks, US stocks, warrants, forex, funds, options, futures and commodities.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

QuamPlus Financial is a Hong Kong-based diversified financial services group holding full SFC licenses (Types 1, 2, 4, 6 and 9) that delivers an integrated one-stop platform spanning securities brokerage (including private client, premium wealth and institutional equities), margin and structured financing, corporate finance advisory (IPO, M&A, debt and equity capital markets), asset and wealth management, proprietary investment and group treasury. It also operates the Quamnet.com bilingual financial media platform and the Quam HKIR investor relations portal as supporting client-facing channels.

Product overview

Quam Plus Financial is a Hong Kong-based diversified financial services group (stock code: 00952.HK) operating as a full-fledged, multi-licensed comprehensive financial platform. The company offers an integrated one-stop financial services portfolio comprising five core business segments: (1) Securities Brokerage (including Private Client Services, Premier Wealth Services, and Institutional Equities), (2) Interest Income Business (Margin Financing and Structured Finance), (3) Corporate Finance (Investment Banking, Debt Capital Markets, and Capital Market Solutions), (4) Asset Management (Oceanwide Asset Management Limited), and (5) Investment and Other Businesses (Proprietary Investment, Group Treasury, Quamnet.com financial media, and Quam IR investor relations services). The platform also includes subsidiaries Quam Securities Limited (SFC Types 1, 2, 4, 6, 9), Quam Capital Limited, Quam Wealth Management Limited, and QuamPlus International Financial Limited.

Differentiator

Problem solved

Functional benefit

Brands

• Quamnet (華富財經網): Hong Kong's leading bilingual financial news website providing independent stock and market analysis since 1998
• Quam Wealth Management
• Quam Excellence IR Awards (華富卓越投資者關係大獎)
• Quam Securities
• Quam Capital
• China Tonghai Premier

Products and services

• Private Client Services (經紀服務) One-stop brokerage and wealth management services providing global investment solutions including securities, futures, options, bonds, funds, structured products and margin financing for individual investors.
• Premier Wealth Services (卓越理財服務) Premium wealth management services for high-net-worth clients offering personalized investment planning, financial strategy design, and access to international markets under the China Tonghai Premier sub-brand.
• Institutional Equities (機構股權業務) Institutional client sales, cross-market trading execution across Hong Kong, Shanghai-Hong Kong Stock Connect, Shenzhen-Hong Kong Stock Connect, Japan, Singapore and US markets, equity capital markets services, and research coverage for growth companies in technology, media, internet and consumer sectors.
• Margin Financing (孖展融資服務) Securities margin financing providing up to 80% loan-to-value ratio for stocks, with same-day trading margin up to 90% LTV with interest-free feature for selected stocks.
• Structured Finance (金融結構融資) Customized financing solutions including pre-IPO financing, bridge loans, M&A financing, privatization financing, and project financing with products such as loans, notes, convertible instruments, and preferred equity.
• Investment Banking (投資銀行部門) Corporate finance services including IPO execution, M&A advisory, secondary offerings, private placements, and financial advisory for Hong Kong and Mainland China companies.
• Debt Capital Markets (債務資本市場) Fixed income products and services covering bond origination, structuring, execution, issuance, sales and trading, including public/private bonds, convertible bonds, and structured financing in RMB, USD, HKD, and EUR.
• Capital Market Solutions (資本市場方案) Equity financing services across the corporate development lifecycle, including pre-IPO financing, IPO underwriting with cornerstone and anchor investors, secondary offerings, block trades, and M&A financing.
• Quam Asset Management (華富建業資產管理有限公司) Asset and wealth management services licensed for SFC Type 1, 4, and 9 regulated activities, providing global investment solutions and diversified portfolio management for institutional and private clients.
• Proprietary Investment (自營投資) Direct investments in growth companies using strategies including stocks, bonds, convertible bonds, private equity, and structured credit products to generate absolute returns through capital appreciation and current income.
• Group Treasury (集團司庫) Group-wide funding support, liquidity management, FX hedging, bond capital markets proprietary business, fund proprietary business, and financing arrangements for group companies.
• Quamnet.com (華富財經網) Hong Kong's leading bilingual financial media platform providing independent stock and market analysis, technical and value investment content, live trading day programs, and financial news coverage of stocks, warrants, forex, funds, options, futures and commodities.
• Quam HKIR (華富建業企業傳訊) One-stop financial public relations and investor relations solutions for Hong Kong listed companies, including online IR platform, announcement publishing, stock quotes, and corporate communications services.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• Dinosaur Financial GroupflagshipStrategic or Co-development Partner · 2 March 2026Strategic partnership announced to expand cross-border capital markets access, combining QuamPlus Financial's Hong Kong presence and full financial services capabilities with Dinosaur Financial Group's network to serve clients seeking cross-border investment and financing solutions.
• Global Alliance PartnerscoreStrategic or Co-development Partner · 1 January 2008QuamPlus Financial is a founding member of Global Alliance Partners, an international network of financial services firms providing cross-border capital markets access and cooperation among member firms across global markets.
• Oaklins International Inc. (formerly M&A International Inc.)coreChannel Partner/ Reseller/ DistributorQuam Capital is the Hong Kong member of Oaklins International Inc., a global middle-market M&A advisory network with 850 professionals across 60 member firms in 45 countries specializing in 15 industry sectors. This provides access to international M&A deal flow and expertise.

Scale indicators6 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• China Securities International: HK-based international arm of CITIC Securities, offering brokerage, IB, and wealth management — a directly comparable full-service Chinese-affiliated HK platform.
• Sun Hung Kai & Co. HK-listed full-service financial group offering brokerage, wealth management, IB, and asset management — a directly comparable locally anchored full-license HK platform.
• Get Nice Holdings: HK-listed mid-tier local broker and real estate investor providing securities brokerage, margin financing, and corporate finance — a like-for-like smaller-cap HK full-service peer.
• Guotai Junan International: HK-listed arm of mainland broker Guotai Junan Securities, providing brokerage, margin financing, corporate finance, and asset management — directly comparable to QuamPlus's full-license model.
• Huatai Financial Holdings (Hong Kong): HK arm of mainland securities firm Huatai, providing brokerage, IB, and asset management with strong cross-border HK–China execution — a directly comparable full-service platform.
• Haitong International Securities Group: HK-listed, full-license Chinese-affiliated broker offering securities trading, margin financing, IB/DCM, and asset management — closely mirroring QuamPlus's diversified platform and cross-border HK–China orientation.
• China Galaxy International Securities: HK arm of mainland securities firm China Galaxy, offering brokerage, IB, and asset management — closely comparable in license scope and cross-border HK–China execution.
• Shenwan Hongyuan (Hong Kong): HK subsidiary of mainland broker Shenwan Hongyuan, providing securities brokerage, IB advisory, and asset management with similar HK–China cross-border positioning.
• BOCOM International Holdings: HK-listed subsidiary of a major mainland Chinese bank offering securities brokerage, IB advisory, and asset management with cross-border HK–China focus; comparable to QuamPlus's licensed platform.

Broad incumbents

• China International Capital Corporation (CICC): Large Chinese-headquartered investment bank with full HK presence offering IB, brokerage, and asset management — competes with QuamPlus on HK IPO and ECM mandates from a much broader and deeper platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Quamplusfinancial
• LinkedInlinkedin.com/company/quam-plus-finanial
• Instagraminstagram.com/Quamplusfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quam Plus Financial