Group 1 - The core viewpoint of the article highlights a significant increase in the financial investment activity of China's new affluent population, with a record high in fund ownership participation among respondents by 2025 [1] - The "Wealth Health Index" defines the new affluent group as individuals with an annual income between 125,000 and 1,000,000 RMB and investable assets below 7,000,000 RMB [1] - The latest index report indicates that nearly 70% of respondents trust AI-generated investment advice more than their overseas counterparts, with trust levels increasing among more aggressive investors [1] Group 2 - Thomas Pixley emphasizes the potential of AI to enhance business scale, operational efficiency, and inclusivity, allowing investment advisors to focus on understanding clients' financial needs and building trust [2] - The article notes that the younger generation in China is increasingly embracing financial planning, and there is a need for financial institutions to educate them through digital channels [2] - The future focus of the wealth management industry should include nurturing the new generation and accompanying them through various stages of wealth accumulation [2]

昇世香港副主席冯嘉诺在发布会现场致辞时表示，启用长沙办公室是集团持续深耕市场的重要一步。长 沙作为我国中部地区的经济与文化中心之一，拥有丰富的人才资源和优越的政策环境，为集团进一步服 务企业家、独立财富顾问及家族办公室从业者提供了广阔平台。 今年以来，昇世研修已在珠三角和华中地区设立办公室，接下来还将进一步覆盖华南地区、华西地区 等。 据介绍，昇世集团在包括新加坡、上海、深圳和东京等全球主要金融中心拥有业务布局，在全球拥有超 过400名员工，与众多金融巨头及一体化金融机构构筑了成熟的生态圈。 上证报中国证券网讯（记者 夏子航）记者从昇世集团获悉，9月17日，昇世集团宣布昇世研修湖南长沙 办公室启用，将积极与当地商会、企业协会及金融行业组织建立战略合作，推动联合研究与协同创新， 共同促进财富管理行业的标准化与专业化进程，着眼于为华中地区培养一批具备国际视野和亚洲实践经 验的财富管理人才。 昇世研修为昇世集团旗下专注财富管理人才培养的品牌。据介绍，集团致力于将昇世研修打造成为亚洲 家族办公室行业标杆人才的培养平台，并积极参与行业标准制定，提升财富管理服务的整体水平与国际 竞争力。 来源：上海证券报·中国证券网 ...

Group 1 - The article highlights the significant increase in foreign investment in China, with many international institutions raising their economic growth forecasts for the country [1] - There is a notable rebound in private equity merger and acquisition activities in the Asia-Pacific region since 2024, with expectations for a trading boom in 2025 driven by corporate investors [1] - Long-term capital from sovereign wealth funds in the Middle East and family offices in Southeast Asia is increasingly being allocated to key sectors in China, such as technology manufacturing, energy transition, and consumption upgrades [1] Group 2 - The Asia Pacific Fortune Forum 2025 (APFOF 2025) will be held from November 12 to 14 in Sydney, Australia, focusing on enhancing economic cooperation in the Asia-Pacific region and promoting efficient global capital flow [2][4] - The forum aims to provide a high-level platform for communication and collaboration across eight key sectors, gathering global business leaders, policymakers, and top investors [2][5] Group 3 - The confirmed attendees include prominent figures from various sectors, such as healthcare, renewable energy, advanced manufacturing, and technology innovation [9] - The event will feature a range of speakers, including government officials and executives from major corporations, enhancing the forum's credibility and networking opportunities [14][17][19][21][23][25][27][29][30] Group 4 - Shiny Fund, a private equity mother fund established in Sydney, aims to bridge global capital markets and focuses on sectors like technology innovation and green economy [39] - The fund has a global network and has established partnerships with numerous general partners, emphasizing its commitment to delivering superior returns for investors [39]

格隆汇9月18日｜欧洲数字财富管理公司Moneyfarm首席投资官Richard Flax表示，美联储降息可能提振 风险资产的短期市场情绪，股市预计将受益。这位投资总监指出，对于美国家庭和企业而言，本次降息 能带来适度缓解，但更广泛的政策信号是保持谨慎而非转向快速宽松。 ...

Core Insights - The Chinese capital market has undergone significant reforms over the past year, leading to renewed vitality in the wealth management industry [1] - New affluent individuals are increasingly shifting from traditional savings and real estate investments to diversified financial asset allocations, particularly in response to declining risk-free interest rates [2] - There is a growing emphasis on retirement planning among new affluent individuals, with a notable shift towards purchasing retirement insurance as a primary means of preparation [1][2] Group 1: Wealth Management Trends - The report indicates that the average proportion of funds in the investment portfolios of new affluent individuals has reached a five-year high, with a significant increase in fund investments [2] - Exchange-Traded Funds (ETFs) are gaining popularity due to their high transparency, risk diversification, and adaptability to various investment strategies [2] - Despite a desire for higher returns, over 60% of new affluent individuals are unwilling to accept losses exceeding 10%, indicating a mismatch between investment behavior and risk tolerance [2] Group 2: Emerging Investor Demographics - The "new generation investors," defined as those who began financial investments after September 24 of the previous year, constitute 13.1% of the new affluent population, with an average age of 30.7 years [3] - Young affluent individuals aged 18-24 show a high acceptance of financial planning, with 71.8% expressing interest, yet they frequently engage in short-term trading behaviors [3] - The industry faces new opportunities and challenges in enhancing financial literacy among these emerging groups [3] Group 3: Technology and Wealth Management - The integration of generative AI in wealth management is rapidly increasing, with new affluent individuals in China showing higher trust in AI-generated investment advice compared to their overseas counterparts [3] - Personal risk tolerance and investment experience are key factors influencing the trust in AI among new affluent individuals [3] - The demand for humanized service remains strong, suggesting that the optimal future path for wealth management may lie in a "human-machine collaboration" model [3]

Core Insights - The Hong Kong government has successfully assisted over 200 family offices to establish or expand their operations in the region, exceeding the performance targets set in the 2022 Policy Address [2] - Hong Kong is positioned as Asia's leading cross-border wealth management center, with total assets under management projected to exceed HKD 35 trillion in 2024, and a significant net capital inflow of 81% [3] - The government has introduced eight measures to create a competitive environment for family offices, including tax incentives and the establishment of a network of service providers [2][3] Group 1 - The Hong Kong Investment Promotion Agency's Family Office team has been actively promoting the region globally, conducting roadshows in mainland China, Europe, and ASEAN, and engaging with high-net-worth individuals interested in relocating [2] - Hong Kong's unique advantages include its legal system under "One Country, Two Systems," free capital flow, strategic location connecting mainland China and the world, and a robust financial infrastructure [3] - The local family office ecosystem is thriving, contributing to the capital market, professional services, and talent development, creating a positive feedback loop [3] Group 2 - The Hong Kong government plans to further optimize tax incentives for funds, single family offices, and associated rights, while continuing to collaborate with business chambers and industry associations to enhance international cooperation [3] - The government aims to position Hong Kong as a premier hub for family offices, encouraging global family offices to explore opportunities and establish their presence in the region [4]

以下文章来源于解码LP ，作者周佳丽 解码LP . 投资界（PEdaily.cn）旗下，专注募资动态 争抢全球富豪。 作者 I 周佳丽 报道 I 投资界-解码LP 里程碑浮现。 投资界-解码LP获悉，香港特区政府财经事务及库务局最近透露，在香港特区政府推动 下，经投资推广署协助来港落户或扩展业务的家族办公室数目已超200间，超前完成了 20 22年《施政报告》所订立的绩效指标。 "经过政府两年多来的积极推动和在政策层面营造稳定、具可预测性的有利发展环境， 家办已锐变为本港金融业的重要一环 。"财经事务及库务局局长许正宇表示。如我们所 见，富豪开设家办的故事，正在香港密集上演。 逾200间家办落户香港 时间回到2 022年，香港特区政府在《施政报告》中提出明确的目标，即在2025年年底前 协助不少于200间家族办公室在港设立或扩展业务。此后，香港政府开始系统地推出政策 以吸引家族办公室。 20 23年3月，港府发布《有关推动家办业务在香港发展的政策宣言》，推出八项措施，包 括引入新的资本投资者入境计划、为家办提供税务宽减、提供便利市场措施、成立香港 财 富 传 承 学 院 等 ， 为 全 球 家 办 和 资 产 ...

Group 1: Hong Kong's Financial Market Developments - The Hong Kong government aims to seize opportunities from global investors reallocating assets to strengthen its position as an international financial center [1] - The Hang Seng Index has risen over 20% since the beginning of the year, with an average daily trading volume close to HKD 250 billion, nearly doubling from last year [1] - New stock fundraising has reached over HKD 130 billion by the end of August, marking a nearly sixfold year-on-year increase, making Hong Kong the top global market for new stock offerings [1] Group 2: Support for Technology and Innovation - The government plans to assist mainland technology companies in raising funds in Hong Kong through a "Tech Enterprise Line" and enhance financial support for national technological development [1] - Initiatives include optimizing the main board listing and structured product issuance mechanisms, and exploring the shortening of the stock settlement cycle to T+1 [1] Group 3: Bond and Currency Market Enhancements - The government will work to solidify Hong Kong's status as a bond center and enhance financial infrastructure, including discussions on launching offshore national bond futures [1] - The Hong Kong Monetary Authority (HKMA) will establish a new "Renminbi Business Fund Arrangement" to provide long-term RMB financing to support the real economy [2] - More RMB bonds will be issued, and the government will explore using RMB for government expenditures in suitable scenarios [2] Group 4: Gold Market Development - The government aims to develop a regional gold reserve hub, targeting over 2,000 tons of gold storage within three years [2] - Initiatives include establishing a central clearing system for gold in Hong Kong and promoting the development of gold investment tools and funds [2] Group 5: Wealth Management and Insurance Sector Growth - Hong Kong is expected to become the largest cross-border wealth management center globally, with plans to optimize tax incentives for funds and family offices [3] - The government will revise regulations to lower capital requirements for infrastructure investments and promote the development of the local self-insurance and reinsurance industry [3]

Group 1 - The Hong Kong government has successfully assisted over 200 family offices to establish or expand their operations in the region, surpassing the performance target set in the 2022 Policy Address, reinforcing Hong Kong's status as a leading cross-border private wealth management center in Asia and a global hub for family offices [1][2] - The government introduced eight key measures in March 2023, including tax incentives and the "New Capital Investor Entry Scheme," to create a competitive environment for family office-related industries [1][2] - The FamilyOfficeHK team has expanded its functions and established a new network of family office service providers to offer comprehensive services and support to family offices [1][2] Group 2 - The "New Capital Investor Entry Scheme" has gained popularity among high-net-worth individuals, with enhancements made to the eligibility criteria, allowing investors who reside in Hong Kong for seven years or more to apply for permanent residency [2][3] - The total asset management value in Hong Kong is projected to exceed HKD 35 trillion by the end of 2024, reflecting a year-on-year growth of 13%, with net capital inflow increasing over 80% to HKD 705 billion [2] - The Hong Kong government aims to continue optimizing policies, including tax incentives for funds and single family offices, to sustain the growth momentum of family offices [3][4] Group 3 - Hong Kong's family office ecosystem is thriving, contributing to the capital market, professional services, and talent development, creating a positive feedback loop [4] - The government plans to further enhance tax incentives for funds and single family offices, while the Investment Promotion Agency will continue to collaborate with business associations and service providers to promote Hong Kong as a leading family office hub [4]

格隆汇9月15日｜瑞士百达财富管理即将发布前瞻十年报告，根据最新预测，美股未来十年平均每年回 报率为7.1%，相比之下，欧股8.6%的回报更胜一筹。瑞士百达财富管理首席投资官办公室及宏观研究 主管Alexandre Tavazzi表示，美国三大关键因素受质疑，加上欧洲正扩大财政支出，局势正出现结构性 转变，建议美元投资者作全球多元化投资，并看好欧洲资产的长期表现。 百达财管把美国未来10年平均每年经济增长预测由2.1%下调至1.8%，预计美国会受债务积压、更频繁 的供应冲击等拖累；并以欧元区采取更具支持的政策组合为由，把当地经济增长平均上调至1.5%。 ...