Huatai Securities:

A Leading Leading Chinese Securities Firm

Recently Released!!!
Date Published: May 21, 2024
Summary PowerPoint Deck: 82 Slides
Reference PowerPoint Deck: 25 Slides

Huatai Securities was founded in 1990 and is based in Najing, China. Huatai Securities has 10,211 employees, $5.1 billion revenues, & $1.8 billion net profits. Huatai Securities is led be its Chairman Zhang Wei & President Zhou Yi. Huatai Securities is publicly owned and trades on the Shanghai Stock Exchange under ticker 601688. Its web sites can be found at,, &

Huatai Securities' comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Initial Public Offering (IPO) Phase
  • AssetMark Financial Holdings Acquisition Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of employees, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Brokerage & Wealth Management
  • Investment Banking
  • Investment Management
  • Investment & Trading
  • Overseas Businesses

And its profile concludes with the highlights of its organizational structure & ownership.

Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2025-2026. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:

Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2024 Tiburon Strategic Advisors