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Hong Kong Wealth Management Monthly Report

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Wealth Updates

Hong Kong Wealth Management Monthly

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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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