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Hong Kong Wealth Management Monthly Report

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Planning Topics

Cross-border Allocation Latest activity

Wealth Management Connect, Stock Connect, cross-border insurance and capital flows: the cross-border arrangements most frequently asked by families on both sides.

30 related updatesLast 30 days 26 itemsFeatured 0 items

Updated

Updates Archive · Page 2 页

12 OctMonIssue 21–30 items
  1. HKEX: Press Release39

    HKEX and S&P Dow Jones Indices partner to launch S&P 500 and HKEX TECH 100 Index

    HKEX and S&P Dow Jones Indices have partnered to launch the S&P 500 and HKEX TECH 100 Index, which was published on September 30, 2026, with approximately 60% weight allocated to the HKEX TECH 100 Index and 40% to the S&P 500, rebalanced quarterly. The index aims to measure the performance of leading US listed companies and large Hong Kong-listed technology companies, supporting ETFs tracking the index to be included in the Southbound Stock Connect, providing investors with cross-market allocation channels.

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  2. Hong Kong Monetary Authority: Speech33

    Opening Remarks by HKMA Chief Executive Eddie Yue at the 16th Annual International Conference on the Chinese Economy

    HKMA Chief Executive Eddie Yue delivered opening remarks at the 16th Annual International Conference on the Chinese Economy, centered on the theme "Beyond the Cycle: Growth, Innovation, and Resilience in the Chinese Economy." He noted that the core of China's long-term sustainable economic growth lies in technological innovation, structural upgrading, and boosting domestic demand. China is accelerating its shift toward a high-quality development model, replacing its traditional reliance on infrastructure and real estate with advanced manufacturing, artificial intelligence, and green and digital industries.

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5 OctMon
  1. InvestHK: Press Releases30

    InvestHK Congratulates Bakai Bank on Receiving Hong Kong Banking Licence, Becoming First Central Asian Bank to Enter Asia-Pacific

    InvestHK announced on October 5, 2026 that Kyrgyzstan commercial bank Bakai Bank has been granted a Hong Kong banking licence by the Hong Kong Monetary Authority, becoming the first Central Asian bank to enter the Asia-Pacific region. The bank will establish a restricted-licence bank in Hong Kong under the name Bakai Bank Open Joint-Stock Company (Hong Kong Branch), serving the trade, investment and capital needs of the Central Asia–Asia-Pacific economic corridor. InvestHK will continue to assist the bank in exploring sustainable development financing and RMB-denominated financing business.

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28 SeptMon
  1. HKEX: Press Release41

    HKEX welcomes the listing of four new ETFs tracking HKEX cross-market indices

    Hong Kong Exchanges and Clearing Limited (HKEX) welcomed the listing of four ETFs this month that track its cross-market indices, marking the first investment products launched for the underlying benchmark indices. The four ETFs respectively track the HKEX-Bursa Malaysia Large-Cap Index, the HKEX-KRX Semiconductor Index, and the HKEX Technology and US Technology 100 Index, using a 60/40 weighted design of 60% Hong Kong-listed securities and 40% overseas securities, and are expected to be included in Southbound Stock Connect.

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25 SeptFri
  1. HKEX: Market Communication49

    HKEX Derivatives Clearing House to accept Chinese government bonds, policy bank bonds and Ministry of Finance bonds as non-cash collateral from November 2026

    HKEX announced that its wholly-owned subsidiaries, the on-exchange derivatives clearing houses Hong Kong Securities Clearing Company Limited (HKCC) and Hong Kong Futures Exchange Limited (SEOCH), will, starting from November 2026 and subject to regulatory approval, include Chinese government bonds, policy bank bonds held under Northbound Bond Connect, and offshore bonds issued by the Ministry of Finance in the scope of eligible non-cash collateral to cover margin requirements.

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23 SeptWed
  1. Hong Kong Monetary Authority: Speech44

    Welcome Remarks and Keynote Speech by HKMA Chief Executive Eddie Yue at the 2026 Treasury Markets Summit

    The Hong Kong Monetary Authority (HKMA) held the 2026 Treasury Markets Summit on September 23, 2026, where Chief Executive Eddie Yue delivered a keynote speech focusing on the development of Hong Kong's bond market. He noted that the Hong Kong bond market has achieved a compound annual growth rate of 20% over the past 20 years, and more than half of the world's digital bonds were issued in Hong Kong in the first half of 2026. The market development will be advanced from four dimensions: diversification, depth, vibrancy, and digitalization.

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17 SeptThu
  1. Hong Kong Investment Funds Association: Updates and Fund Flows44

    The Hong Kong Investment Funds Association Welcomes Hong Kong's First Five-Year Plan and Measures in the 2026 Policy Address

    The Hong Kong Investment Funds Association (HKIFA) has publicly welcomed Hong Kong's "First Five-Year Plan for Economic and Social Development 2026–2030" and related measures in the 2026 Policy Address. The Association participated in the Five-Year Plan consultation and endorses the Plan's inclusion of core industry priorities such as strengthening Mainland connectivity, broadening market access, promoting financial innovation, and enhancing talent development.

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10 SeptThu
  1. HKEX: Press Release25

    HKEX, HKMA, Dubai Financial Services Authority and Nasdaq Dubai establish a strategic working group to strengthen connectivity between Hong Kong and Dubai financial markets

    HKEX, the Hong Kong Monetary Authority (HKMA), the Dubai Financial Services Authority (DFSA) and Nasdaq Dubai jointly announced the establishment of a strategic working group to deepen financial market cooperation and connectivity between the international financial centers of Hong Kong and Dubai. The working group focuses on five key areas: sustainable finance, Islamic finance, innovation, capital market development, and market connectivity. The announcement was made at the HKMA-DFSA Joint Climate Finance Conference held in Hong Kong on the same day, which attracted over 350 online and offline participants from both regions.

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17 JulFri
  1. HKEX: Market Communication44

    HKEX will support the payment of stamp duty and transaction-related fees in RMB

    The Hong Kong SAR Government has gazetted the Stamp Duty (Amendment) (No. 2) Ordinance 2026, which clarifies that stamp duty for RMB counter transactions in dual-counter stocks will be calculated and paid in RMB. HKEX will simultaneously support the settlement of transaction-related fees such as the SFC transaction levy, the Financial Reporting Council transaction levy, the investor compensation levy, and SEHK trading fees in RMB. The implementation of the new arrangement requires the SAR Government to issue an effective announcement, obtain regulatory approval, and complete market preparations. Specific operational arrangements and target implementation timelines will be announced subsequently.

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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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