Why Forthright Securities is Anchoring Its Next-Gen AI Hub in the Heart of Hong Kong

To provide the stability and strategic insight that modern wealth seeks, forward-thinking brokerages are rethinking their service paradigms. For Forthright, that means building a space where investors can access advanced tech and specialist support in one go.

Forthright’s new flagship experience hub spans approximately 19,000 sq ft across four floors at Golden Centre. A Digital Experience Zone lets clients explore complex market data visualisations, while Private Advisory Rooms provide highly confidential spaces for bespoke portfolio planning. Finally, a Multi-Purpose Event Space acts as an investor education centre — giving clients a place to learn and build relationships with other members of the community.

Pioneering a New Category: Forthright AI Investment Terminal

That said, physical expansion is only half of the narrative. The digital tools themselves must also find new ways to evolve. 

In Forthright’s view, fintech innovation has been limited to iterative updates on mobile trading applications for too long. To break this mold, the firm is staking out a new product category of its own: the Forthright AI Investment Terminal. Built as an AI-driven, hardware-software integrated global investment decision terminal, it features a high-performance 12.1-inch display and advanced processors. The ecosystem delivers “AI-Driven Investing” by offering AI-assisted market monitoring, institutional-grade portfolio analysis and diagnostics, for investors' reference in their own decision-making, and multi-asset trading support across Hong Kong and US equities, options, futures, and funds, with virtual asset trading capabilities available in compliance with SFC requirements.

The design reflects a broader point: AI analysis is most useful when paired with human judgement. In the centre, a client can run a portfolio diagnostic on the terminal, then sit down with a licensed advisor to turn the findings into an actionable wealth strategy — meeting the needs of investors who lean on data but still want professional nuance and accountability before making major decisions.

The Future of " Next-Gen Smart Brokerage"

For Forthright, launching the centre and the AI Investment terminal together points to a hybrid investment ecosystem strategy anchored on three pillars: dedicated advisory with licensed advisers available in person and online; AI-powered investing tools, of which the terminal is the hardware expression; and in-house research, with the firm’s own analysts producing original market coverage for every client. Forthright frames this as a “next-generation” model — keeping the convenience of digital-first brokers while restoring the human depth earlier online platforms stripped out.

“This new investment experience hub and our AI Investment Terminal represent an important step in evolving Forthright into a next-generation brokerage for the AI era,” said Richard Zhengwei He, CEO of Forthright Financial and Forthright Securities. “Our core philosophy is 'AI + Advisory' — we are not only focused on providing trading access, but on reshaping how investors interact with markets through intelligent tools paired with dedicated professional support. We want every client who walks into Forthright to receive a complete suite of services matched to their needs. This investment makes our commitment to Hong Kong investors unmistakable. Forthright has been evolving alongside smart investors, and this flagship hub demonstrates our promise to grow with them for the long term.”

Ultimately, the physical expansion of digital brokerages in Hong Kong is a sign of the fintech sector maturing. High-net-worth capital tends to favour institutions that project undeniable stability and offer comprehensive strategic support. When paired with powerful new technologies, the combination of digital evolution and high-touch advisory may become the new standard for market leadership.

_{*"Largest" Flagship Experience Hub store claim is based on publicly available information of single-site floor areas of licensed Hong Kong brokerages as of the date of this advertisement. Comparison scope is limited to brokerages with publicly disclosed store areas.}  

^{Risk Warning: Investment involves risks. Prices of securities and virtual assets may go up or down. Past performance is not indicative of future returns. The information contained herein is for reference only and does not constitute any investment advice, offer, or solicitation, etc. Certain advanced services are only available to professional investors as defined under the Securities and Futures Ordinance. The AI Investment Terminal is a market reference tool and does not guarantee profitability. All AI-generated analyses are for reference only. No AI analysis, strategy signal, stock diagnostic, or market alert provided by the Terminal constitutes investment advice. Historical strategy performance does not guarantee future returns. All final investment decisions are solely the responsibility of the investor.}