Wealth Updates · Monthly Report
WeChat claim entry is being prepared · QR code coming soon
Once the official WeChat account is ready, it will be announced here, and you can view the claim method.
View WeChat entry instructionsWealth Updates
Leave your email to request occasional delivery of our report on Hong Kong wealth management.
Leave your emailAXA Hong Kong and Macau builds community health connections through multi-event competitions. This content was published by market media outlet Marketech APAC, which currently only discloses the core event direction, without announcing the specific format of the competitions, participation scale, or details of supporting health services.
Read originalThe latest capital flow data shows that northbound capital has increased its holdings in AIA and Tencent, while selling off SMIC for 14 consecutive days. This capital flow information is published by SL886 Financial Network.
Read originalHKU Business School and BOCHK have partnered to jointly build a wealth management talent hub. Both parties will leverage financial development opportunities in the Greater Bay Area to advance talent cultivation and resource synergy in the wealth management sector.
Read originalFitch has confirmed FWD Group's relevant ratings while maintaining a positive outlook for the group.
Read originalHKEX released the consultation conclusions on "Accelerating Settlement in Hong Kong's Cash Market", confirming broad market support for shortening the securities settlement cycle from T+2 to T+1, with implementation targeted for the second half of 2028. The specific date will be announced subject to regulatory approval and market readiness.
Read originalAccording to Lianhe Zaobao reports, Chinese ultra-high-net-worth individuals are terminating offshore trusts and raising funds to address tax collection. Details regarding the specific scale of trusts involved, tax collection policy specifics, and relevant enforcement departments have not yet been disclosed.
Read originalNew China Life Insurance announced that Huang Geng's director qualification has been approved by the National Financial Regulatory Administration. This approval is part of the routine regulatory approval process for insurance company director qualifications by financial regulators.
Read originalFutu moomoo platform has launched U.S. Treasury investment services, with a yield to maturity exceeding 4%, focusing on stable returns.
Read originalThe latest ratings for 29 funds under Manulife's MPF have been officially disclosed, with 18 funds rated "underperforming." The Manulife MPF US equity funds involved in this rating have completed the change of investment manager.
Read originalThis article explores the wealth accumulation logic of millionaires in the United States, focusing on four core investment principles behind it. The main text currently does not disclose the specific content of these four investment principles, nor does it mention the publishing entity or data source of the relevant research.
Read originalThe Hong Kong SAR Government published the Inland Revenue (Amendment) (Tax Deduction for Intellectual Property Expenditure) Bill 2026 in the Gazette on October 16, relaxing tax deduction arrangements for relevant capital expenditures incurred by enterprises in acquiring eligible intellectual property or obtaining licenses to use it.
Read originalThe market is debating whether AI stocks can stage a comeback following Jensen Huang's remarks, while also focusing on trading strategies after Xiaomi's counter-trend gains.
Read originalHong Kong regulators have taken sanction action against six insurance intermediaries due to violations involving false premium declarations.
Read originalAustralia has released a proposed bill to adopt the OECD Crypto-Asset Reporting Framework. The bill is currently in the draft stage and has not yet been officially implemented.
Read originalFWD completed the acquisition of a 25% stake in its former general insurance company, with the transaction purchase price directly linked to the insurer's underwriting performance.
Read originalNew offshore trust regulations are said to have torn open the last wealth defense line of Chinese high-net-worth individuals. The relevant discussion focuses on the impact of these new rules on the offshore wealth structures of Chinese high-net-worth individuals.
Read originalFinancial Secretary Paul Chan, as a member of the Chinese delegation, attended the plenary meetings of the International Monetary Fund and World Bank Group Annual Meetings held in Bangkok, Thailand. During related exchange events, he introduced the development direction of Hong Kong's first five-year plan aligned with the national 15th Five-Year Plan, mentioning that Hong Kong will focus on building the Four Centres and One Hub, deepen the Finance+ strategy, expand offshore RMB business, and meet with executives of the World Bank Group and management of major European digital banks.
Read originalThe Hong Kong SAR government gazetted the Inland Revenue (Amendment) (Tax Deduction for Intellectual Property Expenditure) Bill 2026, relaxing tax deductions for capital expenditure incurred by enterprises on acquiring intellectual property or related usage licenses. The bill will apply to intellectual property acquisition or license contracts signed on or after 1 April this year, covering tax deductions for three types of capital expenditure: acquiring intellectual property from related parties, intellectual property used by licensees outside Hong Kong, and prepaid license fees for intellectual property usage.
Read originalCarmen Chu, Executive Director (Banking Supervision) of the HKMA, delivered opening remarks at the Finance and AI Forum, introducing the results of the second phase of the GenAI Sandbox, releasing the latest regulatory guidelines on AI applications based on the "ART" framework, and announcing the establishment of an AI training data sharing platform in collaboration with Cyberport and the University of Hong Kong.
Read originalThe Hong Kong Special Administrative Region Government has published an effectiveness notice in the Government Gazette, stating that the Mandatory Provident Fund Schemes (General) (Amendment) Regulation 2025 will come into effect on December 21, marking the official launch of Phase 1 of MPF "territory-wide portability". New employees who joined on or after May 1 last year can transfer all accrued benefits derived from the employer's mandatory contributions under their current employment from the employer-chosen MPF scheme to a personal account in a self-elected MPF scheme. Transfers can be made once per calendar year, or more frequently if the governing rules of the transferring scheme permit.
Planning Note:Regarding liquidity arrangements for MPF benefits, new employees who joined after May 1 last year may wish to note the transfer rules for accrued benefits from employer contributions.
China Dajia Insurance and AIA Life have jointly established a RMB 3.501 billion fund, which is now based in Tianjin Binhai New Area.
Read originalThe Hong Kong Immigration Department has informed Sweden that it is willing to submit Lily's genetic report. Relevant individuals can apply for a Hong Kong SAR passport using official documents.
Read originalThe Hong Kong Immigration Department stated that it has indicated to Sweden its willingness to submit genetic reports, and those holding official proof can follow up on relevant passport applications. This matter is related to the Save Lily incident, and more details have not been disclosed yet.
Read originalAXA launched the BetterMe weekend event, with the core theme of connecting communities through sports. Information related to this event was published by Yahoo Finance.
Read originalThe MPF recorded a net inflow of HK$9 billion last quarter, with HSBC and Sun Life being the strongest in attracting funds, together accounting for more than half of the quarter's net inflow.
Read originalValue Partners has launched a printed circuit board ETF in Hong Kong. This product is an exchange-traded fund focused on the printed circuit board sector. The relevant issuance information was disclosed by the fund industry media outlet Fund Selector Asia.
Read originalFWD's Critical Care has become the first critical illness product to receive the Q Mark certification from the Hong Kong Federation of Insurers. The certification is launched by the Hong Kong Federation of Insurers to identify quality insurance products that meet industry standards.
Read originalThis content focuses on Beijing's dilemma regarding Hong Kong's positioning as a wealth center. No further relevant details have been disclosed.
Read originalThis content focuses on analyzing the implications of normalizing cross-border credit information sharing. Currently, only the topic is confirmed; no further specific details have been disclosed.
Read originalHong Kong insurance coverage has been extended to Huanggang Port, with the relevant arrangement announced by the Hong Kong Insurance Authority. This adjustment includes Huanggang Port within the coverage area of Hong Kong insurance policies, providing corresponding protection support for Hong Kong policyholders traveling across the border.
Read originalThe Hong Kong market has launched its first 'sidecar' insurance-linked security, involving HK$94 million. The launch is part of Hong Kong's efforts to accelerate financial innovation and strengthen its position as a risk management center.
Read originalHong Kong's first insurance-linked securities special purpose vehicle has been officially launched, opening a new business path for mainland insurance companies. This vehicle represents an important innovation in Hong Kong's insurance-linked securities market, providing a new channel for mainland insurance institutions to participate in Hong Kong's insurance risk market.
Read originalThe Hong Kong Insurance Authority has imposed sanctions on six intermediaries for submitting false bank draft declarations. This sanction is a regulatory action taken by the Insurance Authority against intermediary misconduct.
Read originalZurich Insurance announced the appointment of Scott Yin (Yin Xiang), an actuary formerly with AXA Tianping, as CEO of Zurich China. This personnel appointment is the latest adjustment to Zurich China's management team, with related information sourced from public reports in insurance industry media.
Read originalHong Kong's Financial Services and the Treasury Bureau has welcomed PICC P&C's establishment of a new special insurance company in Hong Kong.
Read originalThe Hong Kong Monetary Authority issued a circular on the responsible use of AI on 15 October 2026, addressed to all authorized institutions. The circular is accompanied by six current annexes dated 15 October 2026 and relates to three previously issued current circulars.
Read originalThe Hong Kong Monetary Authority (HKMA), on behalf of the Government of the Hong Kong Special Administrative Region (HKSAR), announced that it will reopen the 3-year government bond (Issue No. 03GB2807001) under the Government Bond Programme on October 22, 2026, and tender 2-year RMB-denominated HKSAR institutional government bonds, with settlement on October 26, 2026. The tender amount is RMB 750 million, with a coupon rate of 1.59% per annum, payable semi-annually. The tender is only open to designated primary dealers under the Government Bond Programme, with a minimum bid amount of RMB 50,000 and multiples thereof.
Read originalFinancial Secretary Paul Chan, as a member of the Chinese delegation, attended the Annual Meetings of the International Monetary Fund and the World Bank Group held in Bangkok, Thailand, and participated in a roundtable co-hosted by the International Monetary Fund and the Hong Kong Monetary Authority. He introduced Hong Kong's investment and financing market advantages at the meeting and invited international multilateral organizations, financial institutions, and insurance companies to cooperate to improve capital raising and risk management efficiency. Paul Chan also met with the Chinese Ambassador to Thailand and senior executives of the International Finance Corporation in the Asia-Pacific region to discuss deepening cooperation in multiple fields.
Read originalThe HKMA launched the "ART" framework on October 15, centered on accountability, resilience, and trust, to support the banking sector in responsibly adopting artificial intelligence. The framework is accompanied by the release of the latest regulatory guidelines on the responsible use of AI. It also involves collaborating with Cyberport and the University of Hong Kong to build an AI training data sharing platform, and further testing agentic AI applications through the Generative AI Sandbox++.
Read originalFWD Hong Kong has launched a new Critical Care Insurance Plan series. The series consists of critical illness insurance products, and details of the products are available through official channels.
Read original
