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Hong Kong Wealth Management Monthly Report

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Hong Kong Wealth Management Monthly

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Curated items for this range are still being collected. Below, read the related updates already included; items meeting the curation standard will be marked separately.

Latest related updates

20 OctTue
  1. News Search: Hong Kong Insurance Companies16

    China Life Trust and Haitong International Asset Management Establish MPF Cooperation Intent

    China Life Trust and Haitong International Asset Management have established a cooperation intent on Mandatory Provident Fund (MPF). The news was reported by Sing Tao Daily Canada, and specific details and implementation arrangements for the cooperation have not been disclosed.

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16 OctFri
15 OctThu
6 OctTue
  1. MPFA: Press Releases17

    MPFA releases provisional MPF investment return data up to the end of September 2026

    The MPFA released provisional MPF investment return data up to the end of September 2026, with returns net of fees and charges. Since the MPF system's inception, equity funds and mixed asset funds, which account for 81% of total MPF assets, have delivered average annualised net returns of 5.1% and 4.7% respectively, compared with an annualised inflation rate of 1.8% over the same period. Under the Default Investment Strategy launched in 2017, the Core Accumulation Fund has delivered an average annualised net return of 7.1% since inception, compared with an annualised inflation rate of 1.8% over the same period.

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16 SeptWed
  1. MPFA: Press Releases51

    MPFA Welcomes Hong Kong’s First Five-Year Plan and 2026 Policy Address, Will Advance MPF-Related Reforms

    The Mandatory Provident Fund Schemes Authority (MPFA) issued a press release on September 16, 2026, welcoming the Chief Executive’s announcement of Hong Kong’s first Five-Year Plan (2026-2030) and the 2026 Policy Address on the same day. It stated that it will fully support the implementation of measures to optimize the MPF system and enhance retirement protection.

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27 AugThu
  1. MPFA: Press Releases34

    Hong Kong's HKMA, SFC, IA and MPFA jointly announce the first batch of selected participants for the Generative AI Sandbox++

    Hong Kong's HKMA, SFC, IA and MPFA, together with Hong Kong Cyberport, have announced the first batch of selected participants for the Generative AI Sandbox++. 36 use cases were selected from nearly 100 proposals, involving 30 financial institutions and 27 technology partners, focusing on agentic AI application testing. The selected use cases will cover end-to-end processes such as customer account opening, payments, and insurance claims, and will subsequently test AI's ability to dynamically supervise other AI applications.

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18 AugTue
  1. MPFA: Press Releases20

    The Mandatory Provident Fund Schemes Authority releases the June 2026 quarterly report of the Mandatory Provident Fund Schemes Statistical Digest

    The Mandatory Provident Fund Schemes Authority has released the June 2026 quarterly report of the Mandatory Provident Fund Schemes Statistical Digest, covering core statistical data of the MPF system as of the end of June 2026. As of the end of June 2026, the total assets of the MPF reached approximately HK$1.67 trillion, a quarterly record high, representing a 174% increase from 10 years ago. The report also disclosed the latest account sizes, asset proportions, and annualized net return data for sectors including the Default Investment Strategy and Tax Deductible Voluntary Contributions.

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