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Hong Kong Wealth Management Monthly Report

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Hong Kong Wealth Management Monthly

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Planning Topics

Liquidity Latest activity

Changes in interest rates, deposits and cash management instruments.

30 related updatesLast 30 days 20 itemsFeatured 1 items

Updated

Liquidityrelated updates

20 OctTueIssue 1–20 items
  1. 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.

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16 OctFri
  1. 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.

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  3. Hong Kong Monetary Authority: Speech40

    Opening remarks by Carmen Chu, Executive Director (Banking Supervision) of the HKMA, at the Finance and AI Forum

    Carmen 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.

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  4. Government News Network: Finance64

    Hong Kong Government Gazette Announces Phase 1 of MPF Portability Territory-wide Takes Effect on December 21

    The 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.

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15 OctThu
  2. HKMA: Press Releases33

    HKMA Launches "ART" Framework to Promote Responsible AI Adoption in the Banking Sector

    The 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++.

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14 OctWed
  1. Federal Reserve: Monetary Policy22

    Federal Reserve Releases Minutes of Discount Rate Meetings Held on August 17, September 9, and September 16, 2026

    On October 13, 2026, the Federal Reserve released the minutes of the discount rate meetings held on August 17, September 9, and September 16, 2026, covering the review and determination of the discount rate offered to depository institutions through the discount window. The process by which the Federal Reserve sets the discount rate is independent of the process by which the Federal Open Market Committee sets the target range for the federal funds rate.

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  2. HKMA: Press Releases39

    HKMA welcomes the launch of the Chongqing-Hong Kong Cross-Border Data Verification Platform

    The Chongqing-Hong Kong Cross-Border Data Verification Platform, facilitated by the HKMA, was officially launched. The platform leverages blockchain technology and hash values to verify customer data without the need for cross-border transmission or storage of original documents. Initially, the platform primarily supports cross-border financial scenarios, with banks in Chongqing and Hong Kong advancing applications related to northbound and southbound data flow verification, covering services such as account opening and loan applications.

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  3. HKMA: Press Releases14

    HKMA Announces Exchange Fund Analytical Account Data as of End-September 2026

    The HKMA announced on October 14 the Exchange Fund analytical account data as of end-September 2026. External assets of the Exchange Fund decreased by HK$76.7 billion to HK$3,576.0 billion during the month. The monetary base stood at HK$2,090.2 billion, claims on the private sector in Hong Kong at HK$473.0 billion, and external liabilities at HK$135.3 billion. This account is published in accordance with the IMF Special Data Dissemination Standard, and the release schedule for the full year 2027 has been announced simultaneously.

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13 OctTue
  1. Hong Kong Monetary Authority: Speech25

    Speech by HKMA Deputy CEO Arthur Yuen at the Opening and Premiere of Standard Chartered Bank's "Anti-Scam Cinema"

    Hong Kong Monetary Authority Deputy Chief Executive Arthur Yuen delivered a speech at the opening and premiere of Standard Chartered Bank's "Anti-Scam Cinema," revealing that Hong Kong lost HK$8.1 billion to fraud last year, with losses exceeding HK$5.2 billion in the first eight months of this year. The HKMA is collaborating with the banking sector and law enforcement agencies to build an anti-fraud ecosystem across four dimensions: within banks, inter-bank, between banks and customers, and through public education. Currently, all 28 retail banks in Hong Kong have joined the Financial Institutions Network against Telecommunications Scams (FINEST).

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12 OctMon
  1. HKMA: Guidelines and Circulars20

    Hong Kong Monetary Authority Releases Data Excellence Practices Guidelines

    The Hong Kong Monetary Authority released the current Data Excellence Practices Guidelines on October 12, 2026, applicable to all authorized institutions. The guidelines include supporting appendices and are linked to multiple current circular documents issued on different dates.

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8 OctThu
  1. HKMA: Guidelines and Circulars16

    HKMA Issues Circular to All Authorized Institutions on Complaints Related to Debt Collection Agents Engaged by Authorized Institutions

    On October 8, 2026, the Hong Kong Monetary Authority (HKMA) issued a circular to all authorized institutions regarding complaints related to debt collection agents engaged by authorized institutions. This circular is linked to multiple previous versions of circulars on the same topic, including documents issued on August 19, 2024, March 26, 2026, and April 10, 2024.

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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. MPFA: Press Releases48

    MPFA and eMPF Company introduce enhanced measures to combat fraudulent early MPF withdrawal

    The Mandatory Provident Fund Schemes Authority (MPFA) and eMPF Company Limited, leveraging the centralised management capabilities of the eMPF platform, have introduced a number of enhanced measures to combat fraudulent early MPF withdrawal. These measures include requiring early withdrawal applicants to submit original supporting documents for review, updating the MPF withdrawal application form, and refining the medical certification requirements for early withdrawal applications based on total incapacity or terminal illness. Forging or using false documents constitutes a serious criminal offence, carrying a maximum penalty of 14 years' imprisonment upon conviction.

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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. HKMA: Guidelines and Circulars19

    HKMA Launches Review of Enhanced Competency Framework for Banking Practitioners

    The HKMA issued a circular on September 23, 2026, launching a review of the Enhanced Competency Framework for banking practitioners, addressed to all authorized institutions. This review is linked to relevant current circulars issued on June 18, 2020, and December 18, 2015, with supporting attachments updated simultaneously on September 23, 2026.

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  2. 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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22 SeptTue
  1. HKMA: Guidelines and Circulars22

    HKMA Issues Current GS-2 Transition Planning Circular

    The Hong Kong Monetary Authority (HKMA) issued a circular on current GS-2 transition planning on September 22, 2026, applicable to all authorized institutions. This circular is directly linked to the current SPM-NGL document, cross-references the CPR document filed on July 20, 2021, and replaces the old version of SPM-NGL and its corresponding circular dated December 30, 2021.

    Read original
  2. Hong Kong Monetary Authority: Speech22

    Speech by Carmen Chu, Assistant Director (Banking Supervision) of the Hong Kong Monetary Authority, at the Welcome Reception of the 2026 Asia Pacific FinTech Innovation Lab

    Carmen Chu, Assistant Director (Banking Supervision) of the Hong Kong Monetary Authority, delivered a speech at the Welcome Reception of the 2026 Asia Pacific FinTech Innovation Lab, noting that the Lab has been running for 13 years and serves as an important bridge connecting fintech startups with the practical operational needs of the Asian banking sector.

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