Skip to main content

Wealth Updates · Monthly Report

Hong Kong Wealth Management 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 instructions

Wealth Updates

Hong Kong Wealth Management Monthly

Leave your email to request occasional delivery of our report on Hong Kong wealth management.

Leave your email
20 OctTue
  1. News Search: National Financial Regulatory Administration12

    National Financial Regulatory Administration proposes to effectively improve regulatory effectiveness and vigorously prevent and control financial risks

    The National Financial Regulatory Administration explicitly proposed to effectively improve regulatory effectiveness and vigorously prevent and control financial risks. The relevant statement was published by People's Rule of Law Online, and specific implementation rules, coverage areas, and implementation timelines for this deployment have not been disclosed.

    Read original
  2. News Search: National Financial Regulatory Administration22

    National Financial Regulatory Administration strengthens liquidity risk prevention and control to safeguard the lifeline of insurance claims payment

    The National Financial Regulatory Administration strengthens liquidity risk prevention and control in the insurance sector, with the core objective of safeguarding the lifeline of insurance claims payment. The relevant content was published by Sina Finance; specific regulatory rules, enforcement requirements, and supporting implementation arrangements have not been disclosed.

    Read original
  3. News Search: National Financial Regulatory Administration22

    National Financial Regulatory Administration sets the tone for the main line of insurance regulation during the 15th Five-Year Plan period; Tan Jiong makes debut as new PICC Chairman, proposes expanding insurance coverage

    The National Financial Regulatory Administration has clarified the main line of insurance regulation during the 15th Five-Year Plan period. Tan Jiong made her first public appearance after taking office as PICC Chairman, proposing to promote insurance coverage for every group that should be covered.

    Read original
  4. News Search: Investment Migration, Family Offices, and Cross-boundary Wealth Management Connect22

    2% Tax Pursuit on Offshore Trusts: 8 Tycoons Including Lei Jun and Ding Lei Involved in Over HK$1 Trillion in Assets, Could Trigger a Wave of Sell-Offs?

    A 2% tax is being pursued on offshore trusts, involving 8 tycoons including Lei Jun and Ding Lei with over HK$1 trillion in assets. This tax policy may trigger a chain reaction of asset sell-offs by the involved tycoons.

    Read original
  5. 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.

    Read original
  6. News Search: Investment Migration, Family Offices, and Cross-boundary Wealth Management Connect9

    Hong Kong International Communication and Electronic Commerce Association’s Inaugural Exhibition Opens Successfully at AsiaWorld-Expo

    The Hong Kong International Communication and Electronic Commerce Association’s inaugural exhibition opened successfully at AsiaWorld-Expo. Titled “Joining Forces to Cultivate a New Chapter,” this is the first exhibition event hosted by the association.

    Read original
  7. News Search: Hong Kong Talent and Immigration Schemes5

    Highlights from the Kowloon Federation of Associations Professional Committee's 'Learning from You, Moving Towards Tomorrow' Mentorship Programme 2026

    Highlights of the "Learning from You, Moving Towards Tomorrow" Mentorship Program 2026 organized by the Professional Committee of the Kowloon Federation of Associations have been published on Bauhinia Magazine. The currently available public text only mentions the event highlights theme of the program, with no further details of the activities disclosed.

    Read original
19 OctMon
  1. News Search: Investment Migration, Family Offices, and Cross-boundary Wealth Management Connect12

    IHIF Asia Summit, Owned by Questex, Brings Together Hospitality Industry Leaders and Investors with Combined Assets Under Management of US$450 Billion

    The IHIF Asia Summit, owned by Questex, brought together hospitality industry leaders and investors with combined assets under management of US$450 billion. This summit is an exchange event for the hospitality industry, and related information was published by PChome Online News.

    Read original
  2. News Search: National Financial Regulatory Administration14

    The National Financial Regulatory Administration proposes to intensify efforts to promote the transformation and upgrading of China's banking and insurance industries

    The National Financial Regulatory Administration proposes to intensify efforts to promote the transformation and upgrading of China's banking and insurance industries. This content was published by Securities Daily Network. Currently, public information has not disclosed the specific implementation rules, timelines, and supporting measures for this deployment.

    Read original
  3. News Search: National Financial Regulatory Administration22

    National Financial Regulatory Administration: Bring all financial activities under regulation in accordance with the law, and prudently resolve high-risk institutions

    The National Financial Regulatory Administration explicitly stated that it will bring all financial activities under regulatory oversight in accordance with the law, while steadily advancing the resolution of high-risk institutions. This regulatory direction covers all areas of financial activity, aiming to strengthen the comprehensiveness of financial regulation and the prudence of risk resolution.

    Read original
  4. News Search: National Financial Regulatory Administration18

    National Financial Regulatory Administration: Bring All Financial Activities into Supervision in Accordance with the Law

    The National Financial Regulatory Administration has explicitly stated that it will bring all financial activities into the scope of supervision in accordance with the law. This statement is an official public declaration of regulatory direction, and specific supporting implementation rules and timelines have not been disclosed at this time.

    Read original
  5. News Search: China Individual Income Tax on Overseas Income and CRS23

    Deadline for individual income tax filing on overseas income approaches on 22 October; Chinese high-net-worth individuals are making back tax payments

    22 October is the deadline for individual income tax filing on overseas income in mainland China, and some Chinese high-net-worth individuals are currently raising funds by disposing of assets to settle back tax payments. This matter relates to mainland China's individual income tax administration on overseas income and the CRS information exchange mechanism.

    Read original
  6. News Search: China Individual Income Tax on Overseas Income and CRS22

    October 22 Deadline Approaching: Chinese Wealthy Are "Cutting Flesh" to Pay Back Taxes

    The deadline for individual income tax declaration on overseas income is approaching on October 22, and Chinese wealthy are "cutting flesh" to pay back taxes. This report comes from Canada News Network and does not mention specific back tax amounts, details of applicable rules, or information on relevant regulatory authorities.

    Read original
18 OctSun
17 OctSat
16 OctFri
  1. News Search: Hong Kong Insurance Companies12

    AXA Hong Kong and Macau Builds Community Health Connections Through Multi-Event Competitions

    AXA 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 original
  2. News Search: Investment Migration, Family Offices, and Cross-boundary Wealth Management Connect15

    HKU Business City and Bank of China (Hong Kong) Partner to Build a Wealth Management Talent Hub, Seizing Greater Bay Area Financial Opportunities

    HKU 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 original
  3. News Search: China Individual Income Tax on Overseas Income and CRS22

    Chinese Ultra-High-Net-Worth Individuals Reportedly Terminating Offshore Trusts and Raising Funds to Address Tax Collection

    According 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 original