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Hong Kong Wealth Management Monthly Report

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Hong Kong Wealth Management Monthly

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5 JunFri
  1. Prudential: Press Releases18

    Prudential Foundation partners with UK National Innovation Centre for Ageing to advance longevity initiatives, supporting the development of the silver economy in China and the UK

    Prudential Foundation, the community investment arm of Prudential, signed a cooperation agreement with the UK National Innovation Centre for Ageing (NICA) during the UK Foreign Secretary’s visit to China. Leveraging NICA’s "Longevity Cities" framework, the partnership will roll out healthy ageing centers in multiple Chinese cities (including Beijing) through the "AI Health Project", introducing UK ageing innovation outcomes to provide free support for local communities. This collaboration will promote knowledge exchange and technology implementation between China and the UK in the ageing sector, helping older adults in both countries lead healthier, more fulfilling lives, while creating opportunities for UK enterprises to expand into China’s silver economy market.

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2 JunTue
  1. EDGAR 6-K：Tiger Brokers16

    Tiger Brokers (UP Fintech) files Form 6-K foreign issuer report with the U.S. SEC

    UP Fintech filed a 6-K foreign issuer report with the US SEC on June 2, 2026, for the reporting period ending June 2, 2026, under file number 0001193125-26-252367. The filing includes the 6-K main document and EX-99.1 exhibit. The company's CIK number is 0001756699, and its file number is 001-38833.

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29 MayFri
28 MayThu
22 MayFri
  1. EDGAR 6-K：Tiger Brokers11

    Tiger Brokers (UP Fintech) files Form 6-K foreign issuer report with the U.S. SEC

    UP Fintech filed a 6-K foreign issuer report with the US SEC on May 22, 2026, for the reporting period ending May 22, 2026, under file number 001-38833, corresponding to SIC code 6211 (security brokers, dealers, and flotation companies). The filing includes the 6-K main document and EX-99 exhibit, with the complete submission text number 0001193125-26-235622.

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  2. EDGAR 6-K：Futu Holdings13

    Futu Holdings Submits 6-K Foreign Issuer Report to U.S. SEC

    Futu Holdings submitted a 6-K foreign issuer report to the U.S. SEC on 2026-05-22. The report was prepared in accordance with Rules 13a-16 and 15d-16, with the corresponding reporting period being 2026-05-22. The submitted documents include Form 6-K and the complete submission text. Futu Holdings' registered office address is located at 9F, Unit 3, Building C, Kexing Science Park, No. 15 Keyuan Road, Science and Technology Park, Nanshan District, Shenzhen.

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18 MayMon
17 MaySun
  1. Prudential: Press Releases27

    Prudential Group restructures India business through acquisition of controlling stake in Bharti Life Insurance

    Prudential Group has announced its intention to acquire a 75% stake in India-based Bharti Life Insurance to restructure its business layout in India. The initial cash consideration for the transaction is INR 35 billion (approximately USD 389 million), and final completion is subject to regulatory approvals and other conditions.

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8 MayFri
30 AprThu
29 AprWed
  1. Prudential: Press Releases28

    Prudential announces business performance update for Q1 2026

    Prudential has released its business performance for Q1 2026 (as of March 31). At constant exchange rates, new business profit reached USD 686 million, up 10% year-on-year; APE sales hit USD 1.823 billion, up 6% year-on-year; and new business margin improved by 2 percentage points to 38%. All business segments delivered growth, with double-digit new business profit growth in Hong Kong, Mainland China, and Malaysia. The group launched a USD 1.2 billion share buyback program in January 2026, repurchasing approximately 20 million shares in Q1 for a total consideration of USD 312 million.

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16 AprThu
14 AprTue
  1. Hong Kong Investment Funds Association: Updates and Fund Flows12

    The Hong Kong Investment Funds Association unveils brand refresh with new logo and slogan at its 40th anniversary reception.

    The Hong Kong Investment Funds Association (HKIFA) officially unveiled its brand refresh at a 40th anniversary celebratory cocktail reception, launching a newly designed logo and a new slogan. The event was attended by over 300 guests, with the Hon. Christopher Hui, Secretary for Financial Services and the Treasury, and Dr. Timothy W. K. Au, Chairman of the SFC, among the officiating guests who delivered remarks.

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13 AprMon
  1. Prudential: Press Releases15

    Prudential Group appoints new leadership for Prudential Health India business

    Prudential Group has announced the appointment of Amit Dave as Chief Executive Officer and Managing Director of Prudential Health India (subject to regulatory approval), and Abhishek Saraf as Chief Operating Officer. Amit Dave succeeds outgoing Amar Joshi and brings over 20 years of insurance industry experience. The two will drive the development of Prudential’s health business in India, including securing regulatory approvals and building differentiated health products.

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18 MarWed
  1. Prudential: Press Releases26

    Prudential announces second interim dividend for 2025

    Prudential has declared a second interim dividend of 18.89 US cents per share for 2025. UK and Hong Kong registered shareholders will receive dividends in GBP and HKD respectively by default, with an option to receive dividends in USD. The deadline for USD election is April 21, 2026; the corresponding GBP and HKD amounts per share are expected to be announced on April 28, 2026. The ex-dividend date is March 26, 2026, and the dividend payment date is May 13, 2026. A scrip dividend option is available for this dividend, applicable only to Hong Kong-listed shares, while UK registered shareholders may opt for the Dividend Reinvestment Plan.

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  2. Prudential: Press Releases18

    Prudential research finds financial well-being in Asia declines gradually with age

    Prudential has released its inaugural Asia Financial Well-being Index, surveying 7,707 adults aged 18-60 across 8 Asian markets, with an overall score of 58.9 out of 100. The 18-35 age group scored highest at 59.8, while the 50-60 age group scored lowest at 57.7, showing a gradual decline with increasing age. Vietnam ranked first in the region with a score of 65.1, while Hong Kong ranked last at 52.5. Only 18% of respondents believe they have access to the financial services needed to achieve financial success.

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25 FebWed
  1. Hong Kong Investment Funds Association: Updates and Fund Flows33

    The Hong Kong Investment Funds Association Welcomes the 2026/27 Budget

    The Hong Kong Investment Funds Association (HKIFA) has publicly welcomed the 2026/27 Budget, supporting the HKSAR Government's measures to consolidate Hong Kong's position as an international asset and wealth management center. The Association endorses the Budget's directions including advancing RMB internationalization, optimizing the fund tax regime, and including real estate investment trusts and RMB counters in Stock Connect, and will continue to collaborate with stakeholders to promote the industry's sustainable development.

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2 JanFri
  1. Hong Kong Investment Funds Association: Updates and Fund Flows18

    The Hong Kong Investment Funds Association Appoints New Chief Executive

    The Hong Kong Investment Funds Association (HKIFA) announced the appointment of Paula Ip as Chief Executive, with immediate effect. Paula Ip has over 30 years of experience in asset management and wealth advisory, having worked at institutions including UBS, GAM, ING, and JPMorgan (Chase) Asset Management, and most recently served as Managing Director at UBS Group's Global Wealth Management division, overseeing fund advisory and distribution businesses in North Asia. HKIFA Chairman Matthew Chau stated that Paula Ip's professional experience and leadership will support the association in promoting industry ecosystem collaboration and consolidating Hong Kong's position as a leading global asset management hub.

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26 NovWed
  1. Hong Kong Investment Funds Association: Updates and Fund Flows21

    The Hong Kong Investment Funds Association launches a new investor education animation series; Hong Kong retail funds net sales hit a near-decade high in the first three quarters of 2025.

    The Hong Kong Investment Funds Association (HKIFA) has launched a three-part investor education animation series, partnering with the Securities and Futures Commission (SFC) to promote fund literacy and anti-fraud awareness. Since its launch in mid-October, the series has accumulated 1.6 million views. In the first three quarters of 2025, total Hong Kong retail fund sales reached USD 82.6 billion, up 35% year-on-year, exceeding the full-year total of 2024; net inflows reached USD 15.7 billion, up 44% year-on-year, the highest level since 2015.

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