跨境资产和财富管理

Search documents
外资强劲涌入 香港“热度飙升”
经济观察报· 2025-07-19 09:55
资本从不说谎,其流向是对香港这座城市制度优势、市场潜力 的投票,也是对"中国增长故事"的重新诠释。 作者: 老盈盈 封图:肖利亚 导读 壹 || 过去两年半,在港开设或拓展业务的企业中,美国、英国、新加坡、加拿大分别有113 家、89家、68家和38家;来自中国内地的有630家企业。 贰 || 德意志银行集团财富管理北亚区总裁方栢泉 表示,香港作为德意志银行在北亚的业务枢 纽,市场地位尤为重要。 叁 || 在日益复杂的地缘政治环境下,越来越多来自世界各地的高净值人士关注风险管理及分 散投资,香港得天独厚的地理位置、完善且独立的司法制度、开放的金融市场和国际化人才等 优势便突显出来。 肆 || 人才对金融生态系统的完善至关重要,而金融生态系统越成熟,募资的机会也会越多。 外资机构的持续涌入,让中国香港这一投资沃土"热辣滚烫"。 近期,昇世集团香港昇世御享首席执行官张頔正与一位高净值客户沟通,希望能从多家券商和银行 竞争对手中赢得为他提供财富传承服务的机会。 张頔对经济观察报记者表示,2025年是昇世集团在香港拓展业务的第三年。三年前,这家总部位 于新加坡的财富管理公司启动了在香港业务的布局,并于2024年进一步 ...
经观头条|外资强劲涌入 香港“热度飙升”
Jing Ji Guan Cha Wang· 2025-07-18 15:11
Core Insights - The influx of foreign capital is significantly enhancing Hong Kong's status as a premier investment hub, attracting numerous financial institutions and high-net-worth individuals [2][3][4] - Hong Kong's asset and wealth management sector is experiencing robust growth, with total managed assets projected to reach HKD 35.1 trillion by the end of 2024, marking a 13% year-on-year increase [4][18] - The Hong Kong government is actively working to optimize tax incentives for family offices and funds, aiming to solidify its position as a leading global wealth management center [5][18] Foreign Investment Trends - The establishment of foreign financial institutions in Hong Kong is on the rise, with over 1,300 overseas and mainland Chinese companies assisted in setting up or expanding their operations from January 2023 to mid-2025 [9] - The demand for wealth management services is diversifying, with institutions like Ascend Wealth Group expanding their offerings to include both ultra-high-net-worth and affluent clients [6][7] Market Dynamics - The net inflow of funds into Hong Kong's asset management sector surged by 81% year-on-year, driven by a significant increase in private banking and wealth management services [4][10] - The interest from Middle Eastern family offices in establishing branches in Hong Kong is growing, reflecting a broader trend of diversification into Asian markets [10][11] Competitive Landscape - Hong Kong is positioned to surpass Switzerland as the largest cross-border asset and wealth management center within the next few years, supported by its unique geographical advantages and regulatory framework [4][17][18] - The competitive environment is intensifying, with firms like Kohl Capital and Deutsche Bank expanding their services to cater to high-net-worth individuals and family offices in Hong Kong [11][13] Regulatory Environment - The Hong Kong government is set to propose legislative changes to enhance tax benefits for family offices and funds, with specific plans to be submitted for review by 2026 [5][18] - The regulatory framework in Hong Kong is perceived as favorable for wealth management, with low taxes and a robust legal system attracting global investors [15][16]