「Wealth management」的搜尋結果
#Wealth management也是一個關鍵字標籤
過去 31 天有 26 篇標成這個標籤 · 目前不在排行榜上
11/7（六）
Why wealth managers see opportunity in Hong Kong despite Be…
Global financial leaders who gathered in Hong Kong this week largely sidestepped Beijing’s offshore trust tax crackdown, a lingering near-term hurdle for the city’s otherwise expanding wealth management industry. Beijing’s move earlier this year to step up scrutiny of wealthy families’ overseas assets was barely discussed openly at a series of financial industry events, including the Global Financial Leaders’ Investment Summit and the PWMA Wealth Management Industry Summit 2026, even as it...
#Wealth management#Hong Kong#China#Investing#Banking & finance#Financial regulation
南華早報11/6（五）
From finance summit to AI-driven stock rout: 5 figures inve…
China’s state intervention in the struggling market accelerated this week, even before the US midterm results gave global markets a jolt. Meanwhile, global executives gathered in Hong Kong to discuss issues ranging from the AI trade to asset diversification and wealth management, amid the city’s better-than-expected quarterly economic expansion. Below are key figures catching market attention this week: Over 300 global executives gathered in Hong Kong The Global Financial Leaders’ Investment...
11/5（四）
US asset manager Federated Hermes opens office in Hong Kong
US asset manager Federated Hermes has opened its office in Hong Kong, after two years of preparation, joining a wave of international financial giants competing for growth in the Asia-Pacific region. The company, which managed US$884 billion worth of assets as of September, considered a Hong Kong office two years ago and its board approved a plan a year later. Its office in the Nexxus Building in Central adds to its Asia-Pacific footprint in Singapore, Tokyo and Sydney. “Hong Kong is a premier...
#Banking & finance#United States#China#Hong Kong#Paul Chan#Jane Street Asia
Why Hong Kong wealth managers want broader access to mainla…
Most asset managers in Hong Kong expect broader access to mainland China’s two Nasdaq-style stock markets to strengthen the city’s private wealth business, an industry survey shows, as hard-tech firms continue to attract investors despite a recent pullback. The report, released by the Private Wealth Management Association (PWMA) and KPMG China, surveyed most of the association’s 44 institutional members, ranging from Agricultural Bank of China (Hong Kong) to UBS, as well as asset managers and...
#Wealth management#Banking & finance#Hong Kong#China#China stock market#Investing
11/4（三）
法巴財管看好AI帶動台灣為亞洲成長最快市場之一
法國巴黎銀行財富管理(BNP Paribas Wealth Management)全球執行長龍維勝(Vincent Lecomte)今(4)日來台，重申對台灣市場的長期承諾與發展信心。龍維勝表示，AI與半導體產業蓬勃發展，正為台...
‘Wait-and-see’: Hong Kong property prices drop as interest…
Hong Kong’s primary and secondary private residential property sales fell in October compared to the previous month, as the expectation of an interest rate increase by year-end draws nearer, according to new market research. Conducted by Centaline Property, the research indicated that Hong Kong recorded 1,410 first-hand private residential property transactions in October, with a total transaction value of HK$18.66 billion (US$2.38 billion). This represented a decline of 5.8 per cent and 12.1...
#China property#Hong Kong property#Hong Kong#Interest rates#Property investment#US Federal Reserve
MoneyDJ理財網
11/3（二）
Meet the women steering Hong Kong’s family empires
When Bebemona Yim walked away from more than 15 years in advertising, she did not join her family’s herbal tea business, Kung Wo Tong. She started her own. Her bestseller is a sachet of red dates, roselle, rose and hawthorn mixed with collagen – a long way from the bitter black brews her family has served in Hong Kong for three generations. Yim is part of a generation of Hong Kong daughters who are inheriting family businesses in F&B and well beyond. UOB Private Bank and Boston Consulting Group...
#Women in business#Hong Kong#Wealth management#Banking & finance#Hong Kong economy#China
11/2（一）
Banking on innovation for a more connected future
[The content of this article has been produced by our advertising partner.] Hang Seng Bank will bring AI-powered wealth management, digital banking, investment innovation and an interactive table tennis experience to Hong Kong FinTech Week 2026 as it makes its debut with a dedicated exhibition booth at the Hong Kong Convention and Exhibition Centre on November 2 and 3. Six interactive experiences will showcase innovation across Retail Banking and Wealth Management, Commercial Banking, Markets...
#South China Morning Post#News#Opinion#China#Hong Kong#World
11/1（日）
In Focus | Could New York’s tax-the-rich agenda send its we…
On November 4 last year, Zohran Mamdani won the New York mayoral election on a promise to make the city more affordable, with expanded social programmes funded in part by raising taxes on the city’s wealthiest residents and most profitable corporations. Nearly a year since his upset victory, he has secured one major piece of that agenda: a surcharge on high-end second homes. He also continues to push for higher corporate and income taxes. The proposals have intensified criticism of Mamdani, a...
#Wealth management#Hong Kong#China#Family offices#Investing#Florida
10/30（五）
How Malaysia-based Labuan IBFC provides the framework and f…
The Asia-Pacific region stands out as the world’s most dynamic market for asset and wealth management, according to insights from PwC Australia, with assets under management (AUM) expected to hit the US$34.5 trillion mark by the end of the decade; in 2024 the figure stood at US$23.3 trillion. The profile of affluent individuals and families across Asia is also changing, with the Boston Consulting Group’s “The Asia Generational Wealth Report 2025: Succession in a New Era” highlighting that...
#South China Morning Post#News#Opinion#China#Hong Kong#World
10/29（四）
數字資產清算中心與鏈結資產參與香港及台灣金融科技盛事 - 新頭條-TheHubNews
推動數字資產分銷聯盟 (DADA) 促進零售數碼債券應用 香港2026年10月29日 /美通社/ — 專為代幣化經濟而設的新一代金融市場基建機構數字資產清算中心（Digital Asset Clearing Center，簡稱「DACC.HK」，網址：https://dacc.hk/）今天宣佈聯合創始人魏巧杰女士 (Serra Wei) 將於今年 11 月及 12 月參與香港及台灣多場業界活動，分享數字資產結算、託管及代幣化應用的最新發展，並介紹數字資產分銷聯盟（Digital Asset Distribution Alliance，簡稱「DADA」），促進跨市場交流與合作。 DACC.HK 的開放式金融市場基建平台建基於公開的區塊鏈賬本，具備使用人民幣跨境支付系統（CIPS）及數字人民幣（e-CNY）結算數字資產的功能。 DADA 為跨行業協作聯盟，連繫數字資產價值鏈各環節的參與者，包括資產持有人、代幣化平台、金融機構、持牌分銷商、科技服務供應商及業界專家，旨在透過建立互信、提升透明度及深化實質合作，推動數碼債券在零售市場的普及應用。 香港金融科技周：探討零售數碼債券及二級市場發展 香港金融科技周期間，DACC.HK 將與亞馬遜雲端科技（Amazon Web Services，簡稱「AWS」）合辦「數碼債券零售市場及二級市場交易論壇」（Digital Bond Retail Market & Secondary Trading Forum），匯聚富途證券、香港證券業協會、OpenFIGI、OpenZeppelin、Ethereum Institutional 及君合律師事務所的代表，探討香港數碼債券市場的下一階段發展。 論壇將聚焦數碼債券如何從發行進一步走向流通，建立更互聯互通、更便於投資者參與，並具備實際交易能力的市場生態。活動將於 2026 年 11 月 4 日（星期三）下午 3 時在 AWS 香港辦公室舉行。 此外，DACC.HK 將於 11 月 2 日至 3 日在香港金融科技周 5BC-SU55 號展位，展示其開放式金融市場基建解決方案 DACC ChainFusion™，介紹透過數字人民幣及 CIPS 支援數字資產結算的應用。 香港數字資產峰會：分享代幣化基金發展機遇 11 月 5 日（星期四），魏巧杰女士將代表 DACC.HK 出席香港數字資產峰會（Hong Kong Digital Asset Summit），與富蘭克林鄧普頓、貝萊德及富達國際的代表同台，參與以「代幣化基金時代來臨」（Tokenised Funds Are Here）為題的主舞台專題討論。 該環節將於上午 11 時 15 分至中午 12 時在香港君悅酒店舉行，探討代幣化基金的市場發展及應用機遇。 高雄亞洲資產管理中心論壇：探討 AI 與資產代幣化下的財富管理新篇章 11 月 6 日（星期五），魏巧杰女士將代表進駐高雄金融科技創新園區的台灣鏈結資產中心（AegisClear Taiwan，簡稱「AegisClear」）出席由高雄金融科技創新園區與國立清華大學合辦的亞洲資產管理中心（Asian Asset Management Center，簡稱「AAMC」）論壇，就「數字經濟下的 AI 財富管理：從真實世界資產代幣化到財富傳承」（AI-Powered Wealth Management in the Digital Economy: From RWA Tokenization to Legacy Preservation）分享見解。 討論將探討如何連接傳統金融資產、數字資產及穩定幣相關技術，為機構提供高效、透明且具互操作性的託管與結算基建。活動將於下午 2 時至 3 時，在高雄金融科技創新園區舉行，地址為高雄市前鎮區復興四路 1 號 2 樓。 台灣鏈結資產中心亦將於 11 月 6 日至 8 日參與高雄金融博覽會，展示其數字資產技術及相關解決方案。 台北金融科技周：以資產互聯建立市場信任 台灣鏈結資產中心將於 12 月 18 日至 19 日參與台北金融科技周（Taipei Fintech Week）。活動期間，魏巧杰女士將於台北世界貿易中心一館一樓新創舞台，以「連繫資產，建立信任」（Connecting Assets, Enabling Trust）為題發表分享。 分享將聚焦金融資產代幣化、穩定幣技術，以及數字資產託管與結算基建的發展，探討金融科技如何連接傳統資產與數字資產，建構更安全、透明及高效的金融市場基礎設施。 公司介紹關於 Digital Asset Clearing Center (DACC.HK) 數字資產清算中心（Digital Asset Clearing Center，https://dacc.hk）為屢獲殊榮的開放式金融市場基
Hong Kong poised for capital inflow amid France unrest: All…
Recent unrest in Europe and the Middle East war could prompt investors to seek greater diversification, potentially driving capital inflows to Asian markets including mainland China and Hong Kong in coming months, according to a senior executive of Allianz Global Investors (AllianzGI), one of Europe’s largest fund houses. Julie Koo, head of distribution in Asia-Pacific for the company, said the recent protests in France, Italy and Spain would lead investors to review and adjust their exposure to...
#Banking & finance#Wealth management#Germany#Middle East#United States#China
新頭條10/28（三）
PwC：亞太資產與財富管理市場迎新一波成長契機
隨著亞太地區財富持續累積、高資產與大眾富裕客群快速成長，退休規劃、跨境配置及多元投資需求也日益提升，亞太資產與財富管理市場正迎來新一波成長契機。PwC發布《Asset and Wealth Management Revolut...
Standard Chartered beats forecast as wealth business powers…
Standard Chartered’s third-quarter net profit rose 46 per cent as strong growth in cross-border trade loans and wealth management buffered one of Hong Kong’s three note-issuing banks from provisions linked to geopolitical tensions. Net profit increased to US$1.5 billion, or 68.9 US cents per share, in the quarter that ended on September 30, compared with US$1.03 billion a year earlier, the London-based bank said in a filing to the Hong Kong stock exchange on Wednesday. The result beat analysts’...
#Banking & finance#Wealth management#Hong Kong#Standard Chartered Bank#Interest rates
How growth in use of AI and globalisation have transformed…
The widespread adoption of artificial intelligence (AI) is helping to transform the way businesses operate around the world, including the analysis of huge quantities of data to provide valuable insights. Yeo Wenxian, head of wealth for Asia South at the global bank Citi, says the increased use of AI and expansion of globalisation are changing the way businesses and clients approach wealth management and adding a personal touch to the process. “While these are two separate trends, they are also...
#South China Morning Post#News#Opinion#China#Hong Kong#World
10/27（二）
投資視野超越美股科技巨頭 市場領導力擴大至多元板塊與區域 - 獨家報導
圖／本報資料庫 商傳媒｜方承業／綜合外電報導 全球投資者正逐漸將目光從長期主導美股市場的科技巨頭，轉向更廣泛的 […]
投資視野超越美股科技巨頭 市場領導力擴大至多元板塊與區域
圖／本報資料庫商傳媒｜方承業／綜合外電報導全球投資者正逐漸將目光從長期主導美股市場的科技巨頭，轉向更廣泛的產業板塊與地理區域。根據《PWM》雜誌的全球資產追蹤報告，高達 89% 的受訪者認同，投資機會正擴大到人工智慧（AI）主導的美國大型科技公司之外。 市場領導力擴散 投資機會更多元 過去幾年，美國市值最大的幾家科技巨頭（megacap tech），例如蘋果、微軟、輝達（Nvidia）、Alphabet（Google 母公司）、亞馬遜、Meta 和特斯拉等，一直是全球股市的領頭羊。然而，投資策略的重點正從高度集中的科技股轉向多元化，這意味著市場投資的主導力量不再集中於少數幾家大型企業，而是擴散到更廣泛的產業與地區。 法國巴黎銀行財富管理（BNP Paribas Wealth Management）全球首席投資長 Edmund Shing 指出，雖然美國科技股的優勢仍然存在，但未來趨勢可能不會像過去那樣強勁。他認為，AI 的下一階段發展，特別是實體 AI、嵌入式 AI 應用於機器人及人形機器人等領域，亞洲企業和國家如日本、南韓、台灣和中國，更具優勢。 歐亞市場嶄露頭角 產業復甦勢頭良好 儘管有 67% 的受訪者仍將美國股票視為具吸引力或最具吸引力的投資標的，但越來越多投資者開始關注非美已開發市場。瑞士 Edmond de Rothschild 財富管理私人銀行投資主管 Nicolas Bickel 認為，美國除了科技產業蓬勃發展外，其較低的稅收、創新能力、彈性的勞動市場及整合的金融市場，都提供了更廣泛的競爭優勢。然而，他也強調歐洲市場正展現良好的企業獲利動能，可能成為一個「驚喜」。 裕信銀行（UniCredit）跨資產投資策略主管 Fabio Petti 建議投資者應將目光從科技公司擴展到更上游的產業。他指出，美國工業公司已開始為資料中心建設提供支援，而不斷增長的運算能力也需要冷卻和電力供應，這為工業、公用事業和能源等板塊帶來新的投資機會。他認為這是一種「投資科技但非投資傳統七大科技股」的新方式。 倫巴第奧迪爾銀行（Lombard Odier）投資策略主管 Luca Bindelli 也觀察到經濟動能正在擴散，從消費和 AI 基礎設施建設，延伸到製造業、工業活動以及更廣泛的資本支出。除了科技領域，能源產業因中東衝突而受惠，其他週期性產業的前景也在好轉。 AI投資週期與多元配置建議 滙豐私人銀行（HSBC Private Bank）全球首席投資長 Willem Sels 預期，運用 AI 提升生產力的公司將成為下一波受惠者，這股趨勢將會擴散到材料科學、製造業和消費服務等領域。他建議投資者區分科技產業的不同部分，並指出市場對科技股昂貴的看法可能存在誤解。 Edmund Shing 估計，如果以 ChatGPT 的推出作為當前 AI 投資週期的起點，距離高峰期可能還有約一到兩年的時間。他也提醒，雖然投資者已習慣科技股帶來的高額報酬，但現在是時候考慮多元化投資，減少對過度集中的美國大型科技公司的依賴。 【提醒您】 投資有賺有賠，本文僅供參考，不構成投資建議 參考來源 Uncapped taps AiPrise to tighten US lending due diligence（FinTech Global） Equity leadership broadens as investors look beyond US megac…（Pwmnet.com） Nevis Raises $70 Million to Expand AI Tools for Financial Ad…（TokenPost）
獨家報導
商傳媒10/26（一）
China’s tax bureaus issue disclosure orders amid offshore a…
Local tax bureaus across China are continuing to step up oversight following the expiration of the country’s grace period for the reporting of offshore trusts last Thursday, part of an ongoing push to spur voluntary tax disclosures. Municipal tax authorities in Beijing published notices for 21 individuals on the official website last Thursday – the expiry date of the 90-day grace period – ordering them to submit tax documentation linked to offshore trusts. The notices, issued to “tighten tax...
#Financial regulation#China#Banking & finance#Hong Kong#Chinese offshore investment#Wealth management
Goldman Sachs steps up Asia hiring as wealthy clients eye U…
Goldman Sachs is accelerating the hiring of wealth management advisers across Asia as the region’s wealthy families increasingly seek to diversify into US assets after years of strong market gains, while the AI boom is creating a new generation of millionaires with growing financial planning needs. The Wall Street bank is expanding its advisory teams in Hong Kong, Singapore and Australia, alongside specialists in areas such as trading and lending, according to Nishi Somaiya, its global co-head...
#Wealth management#Australia#United States#Hong Kong#Singapore#China
Standard Chartered-led Anchorpoint plans retail stablecoin…
After HSBC RedCoin launched on Friday, Anchorpoint – the stablecoin-issuing joint venture led by Standard Chartered – said it plans to launch a retail product on a public blockchain, even as it takes a “prudent approach”. “Our next major milestone is to [help] bring regulated digital money into everyday payments and commercial applications, while connecting traditional payment infrastructure with this emerging digital finance,” said Dominic Maffei, CEO of Anchorpoint. “This is a public...
#Fintech#Stablecoins#Banking & finance#Hong Kong#Standard Chartered Bank#Blockchain
10/25（日）
1 million Hong Kong employees to get ‘full portability’ of…
About 1 million employees in Hong Kong will be allowed to move their entire Mandatory Provident Fund (MPF) balance to a different provider once a year under the “full portability” arrangement, effective from December 21 for the first phase of implementation. The Mandatory Provident Fund Schemes Authority, which manages the city’s mandatory pension plans, said on Sunday that the “full portability” arrangement would be carried out in two phases to ensure a smooth and orderly implementation. In a...
#Hong Kong society#Hong Kong#Ayesha Macpherson Lau#Mandatory Provident Fund (MPF)#Wealth management
10/24（六）
HSBC to open new wealth centre in Abu Dhabi despite regiona…
HSBC, the biggest lender in Hong Kong and Europe, will open a new wealth management centre in Abu Dhabi in December, as the lender has not found the conflicts in the Middle East have dampened demand for its wealth business in the region, according to a senior executive. Mohamed Al Marzooqi, CEO of HSBC in the United Arab Emirates (UAE), said the new project formed part of the lender’s largest investment in the Middle East in two decades, after the opening of a wealth management centre in Dubai...
#Banking & finance#HSBC#United Arab Emirates (UAE)#Middle East#Hong Kong#China
10/23（五）
Former HSBC insurance veteran joins AIA in latest senior ta…
Former HSBC Holdings global insurance head Edward Moncreiffe will join rival AIA Group as regional CEO from November 2, following a path taken by former HSBC Group chairman Mark Tucker, who returned to the Asia-Pacific region’s largest insurer as non-executive chairman last year. Moncreiffe will oversee AIA’s businesses in India, Sri Lanka, Australia and New Zealand, while serving on the group’s executive committee, according to a company statement issued on Friday. He will report to group CEO...
#Banking & finance#Insurance#Wealth management#HSBC#AIA#Hong Kong
Market sell-off, tax scrutiny and growth: key figures shapi…
As regional equities tumbled and hopes for investor stimulus faded, the Hang Seng Index fell to a seven-month low. Attention also remained focused on Beijing’s intensified scrutiny of offshore wealth and tax compliance. Macroeconomic data pointed to steady, if uneven, domestic momentum. Here are the core figures capturing market attention this week. Hong Kong stocks suffer steepest drop in 7 months The Hang Seng Index sank 3.03 per cent in a single session to 22,934.68 points, its worst...
#Hong Kong stock market#Hang Seng Index#Banking & finance#Bonds#Wealth management#Financial regulation
Beijing tightens rules on outbound capital to better shield…
China has unveiled a revised rule for regulating outbound investment, requiring investors to report major adverse developments more diligently, including foreign demands to hand over technology or dispose of stakes. The new rule, announced by the National Development and Reform Commission (NDRC) on Thursday, aimed to better prevent and mitigate rising overseas risks and protect Chinese interests, according to the government agency. “In recent years, a small number of countries and regions have...
#Banking & finance#China#China economy#Financial regulation#Wealth management#Chinese offshore investment
Despite greater oversight, China’s investors continue pivot…
Chinese households are increasingly shifting assets from real estate and bank deposits into more lucrative investments at home and abroad, despite growing oversight, Moody’s Ratings said. A multi-year downturn in the Chinese property market and low interest rates are fuelling the demand for alternative investments, the ratings agency said in a report published this week. Chinese investors are looking for investments that “offer higher returns than deposits while maintaining relatively low risk,”...
#Banking & finance#Hong Kong#China#Chinese offshore investment#Wealth management#Financial regulation
10/22（四）
China expands tax workforce as tougher enforcement moves in…
Beijing’s plan to recruit more tax officers next year is drawing attention from businesses and wealthy families as tax compliance rises up the policy agenda and authorities intensify enforcement efforts. China’s 2027 national civil service recruitment plan includes 24,013 tax-related positions, accounting for more than 67 per cent of all vacancies, up from over 65 per cent a year earlier. Most of the vacancies are at the State Taxation Administration’s local branches, which are recruiting staff...
#China#Banking & finance#Financial regulation#Hong Kong#Chinese offshore investment#Regulation
A Tale of Two Cities, retold in style
[The content of this article has been produced by our advertising partner.] For many of Hong Kong’s high-flying executives and entrepreneurs alike, Central is already part of their working day. That proximity is part of the reason why OCBC has chosen the prime location of 35 Queen’s Road Central for its Central Branch. Here, clients can access wealth management services close to where they work or spend their time, in a cosy, private setting, while eligible Premier Private Clients can also...
#South China Morning Post#News#Opinion#China#Hong Kong#World
10/21（三）
China eases uncertainty over offshore trust taxes before gr…
China’s tax authorities are accepting reasonable explanations when enforcing new rules on offshore trust gains, according to an executive who says their appeal was successful, offering some reassurance as a 90-day grace period expires on Thursday. The approach appears to be translating into greater clarity from regulators. Earlier this week, the State Taxation Administration published a question-and-answer series that suggested Beijing was implementing the rules in line with international...
#Wealth management#Chinese offshore investment#Financial regulation#China#Hong Kong#Banking & finance
10/20（二）
China’s tax authority issues final call to declare offshore…
China’s tax authorities have issued a final call for high-net-worth individuals to disclose their overseas trust gains, a move analysts believe will further raise concerns in Hong Kong and other overseas tax havens used by wealthy Chinese. “We remind relevant taxpayers to promptly review their offshore trust arrangements,” the State Taxation Administration said on its website on Monday, three days ahead of the 90-day grace period set to expire on October 22. “To avoid late payment penalties and...
#Wealth management#Global minimum tax#Capital gains tax#Hong Kong#China#Ministry of Finance (China)
