Category: Company News

Celebrating 10 Years of Excellence — Anniversary Gala and Burj Khalifa Projection in Dubai

Asia’s First Trust Institution to Feature on Burj Khalifa: Hong Kong Fiduciary Association Limited 10th Anniversary Celebration Glittered in Dubai   On 12 December 2025, amidst an era of accelerating global wealth realignment, Hong Kong Fiduciary Association Limited (HKFA) hosted the ‘Hong Kong Fiduciary Association Limited 10th Anniversary Private Gala Dinner & Global Trust Summit’ at Dubai Mall. This event not only marked the second global celebration following Kuala Lumpur, but also signified HKFA becoming Asia’s first trust institution to feature on Burj Khalifa’s giant screen, heralding a new chapter in globalization that bridges the wealth corridors of East and West. The gala gathered around 300 distinguished guests from the Middle East, Asia, and Europe. Among them were representatives from governmental bodies and corporates including Dubai International Financial Centre Authority, the Dubai Economic Development Corporation (DEDC), Hong Kong Economic and Trade Office (HKETO) in Dubai, Hong Kong Trade Development Council (HKTDC) Dubai Office and Masryef Advisory Sdn. Bhd., etc. Alongside high-net-worth individuals, family offices, business leaders, and industry partners from Asia and other regions, all gathered to witness HKFA’s journey towards its next decade of glories. 1. A Decade of Initial Commitment; A New Chapter in Global Expansion The gala commenced with a stirring opening video commemorating our company’s 10th anniversary. Presented from a grand global perspective, the video reviewed our achievements since its establishment in 2015, setting the central theme for the summit: ‘A Decade of Trust, Building the Future Together’. Mr. Cyril Yeung, Honorary President of Hong Kong Fiduciary Association Limited and Founder of Hong Kong Trust Capital Management Limited, delivered the opening address. He expressed gratitude to global clients, institution representatives, cooperative partners and team members, and also reviewed on the initial vision when establishing the company : Bringing the most professional Hong Kong trust services to the global market, providing high-net-worth families with robust wealth preservation and intergenerational inheritance protection. Marking the significant milestone of its 10th anniversary, Mr. Yeung specifically highlighted in his address that clients’ response into the challenges of asset management and inheritance with confidence through our trust arrangements remains our greatest source of satisfaction, unchanged throughout these ten years.” Looking ahead, Mr. Yeung is brimming with confidence. He emphasised that Hong Kong Fiduciary Association Limited will continue to serve as a vital bridge connecting Dubai and Hong Kong, indeed linking the financial worlds of East and West. It will persist in creating value for clients and injecting innovative momentum into the industry. Concluding his address, Mr Yeung addressed the entire gathering with these words: ‘Ten years are merely the beginning; we have even greater achievements yet to create.’ Mr. Mong Chung Chee, President of Asia Pacific Region of Hong Kong Fiduciary Association Limited, in his welcoming address, fondly reflected upon the company’s remarkable decade-long journey. He described these ten years as one ‘filled with a sense of mission, continuous progress and working hand in hand’. ‘Beginning with a single office in Hong Kong, a dedicated team and a shared vision, the Hong Kong Fiduciary Association Limited now maintains a presence across Malaysia, Taiwan, Switzerland and Dubai.’ Mr. Mong emphasised that this represents not merely geographical expansion, but a ‘leap in capability, depth and maturity.’ Celebrating this milestone in Dubai – a global hub for innovation and wealth – signifies the company’s commitment to global vision as a strategic cornerstone for the future. Simultaneously, he solemnly pledged that regardless of regulatory developments, the company will consistently ‘guide, support and protect,’ serving as clients’ most trusted partner at every critical juncture to empower families and entrepreneurs in building enduring inheritance.   During the address segment, Mr. Melvin Mui, Chief Executive Officer of Hong Kong Trust Capital Management Limited not only reflected upon a decade of dedicated endeavour, but also unveiled a significant ‘10th Anniversary Tribute’. He emphasised that throughout the past ten years, the company has remained steadfast in its commitment to lowering the threshold for trust services and serving emerging wealth groups. As the latest embodiment of this philosophy, he announced the launch of the ‘Inheritance Private Label Debit Card by Visa’ on stage, designed to enable family trust to serve clients’ daily lives with greater flexibility. Mr. Melvin Mui firmly believes that through more professional insights and warmer service, the Hong Kong Fiduciary Association Limited will effectively assist global high-net-worth clients in building asset moats, breaking the curse of ‘wealth not lasting beyond three generations,’ and achieving the perpetual inheritance of family spirit and wealth. 2. Dubai Office Inauguration: Strategic Hub Connecting Eastern and Western Wealth Coinciding with a pivotal moment in Hong Kong Fiduciary Association Limited’s global expansion, this summit carried milestone significance. That morning witnessed the grand opening of the HKFA’s Dubai office, formally marking the successful implementation of a key step in our company’s global strategy. The establishment of the Dubai office was not a spur-of-the-moment decision, but a strategic outcome of HKFA’s deep cultivation of the Middle East market. Prior to this, we have progressively expanded its Middle East operations, swiftly integrating into the local ecosystem. It has forged deep cooperative relationships with multiple financial institutions, successively introducing Hong Kong’s exceptional and robust trust service system to local high-net-worth clients, earning high reputation and recognition from the market. As the trailblazer for this new chapter in the Middle East, Mr. Jason Tan, Vice President of UAE Region of Hong Kong Fiduciary Association Limited, shared his profound insights into the Dubai market during the dinner. He stated: ‘The formal establishment of the Dubai office stands as a powerful testament to our global vision. This not only signifies the successful expansion of Hong Kong Fiduciary Association Limited’s strategic footprint into the heart of the Middle East, but also represents a fresh beginning.’ He further emphasized, ‘Our company’s decade-long journey is not merely a milestone, but a steadfast commitment to forging greater achievements by bridging the East and Middle East, upholding our core principles of innovation, integrity, and digital transformation.’  Actually in November, Hong Kong Trust Capital Management Limited, a

Dubai Office Grand Opening Ceremony Marks the Opening of the Seventh Office

Hong Kong Fiduciary Association Limited Grandly Inaugurated Its Dubai Office, Marking Another Crucial Step in Global Expansion The event took place in Dubai, on 12 December. Dubai is a globally-renowned hub where global capital and opportunities converge, where Hong Kong Fiduciary Association Limited (HKFA) grandly inaugurated its Dubai office under the spotlight. Senior representatives, esteemed clients and industry partners from across the globe gathered to witness this historic milestone. Amidst a solemn yet vibrant atmosphere, the Dubai office was formally inaugurated. This not only signified its full physical presence in the Middle East, but also marked another significant milestone in its global expansion. 1. A Strategic Milestone in Global Expansion The establishment of the Dubai office represents remarkable accomplishments in what HKFA has promoted global strategy. As a pivotal hub connecting Asia, Europe and Africa, Dubai holds a pivotal position in global wealth management, family offices and cross-border asset allocation. Establishing its presence not only represents both a positive response to global wealth flows and client demands, but also demonstrates its long-term vision to expand its international service network while building a global trust ecosystem. This strategic foothold will serve as a vital pivot for connecting with Middle Eastern’s high-net-worth (HNW) clients and deepening cross-regional collaboration.   2. Natural Strategic Upgrading  The inauguration of the Dubai office is not a spur-of-the-moment decision, but rather a strategic outcome of the HKFA’s deep cultivation of the Middle East market. Prior to this, we had been steadily expanding its business footprint across the region, while gradually integrating into the local financial and family wealth ecosystems. This established stable and profound relationships with many major financial institutions in this region. By introducing a Hong Kong trust service framework that is mature, robust, highly aligned with legal standards, HKFA has devoted to offering specialised cross-border trust and wealth planning solutions to local HNW clients. This has gained strong market recognition and a good reputation, thus laying a solid foundation for the Dubai office’s establishment. 3. Charting a New Course for the Middle East As a key proponent of the Middle East expansion strategy, Mr. Jason Tan, Vice President of Hong Kong Fiduciary Association Limited in UAE, shared his profound insights into the Dubai and Middle East markets during the inauguration ceremony and gala dinner. He noted: “The inauguration of our Dubai office stands as a powerful testament to HKFA’s global vision. This not only signifies the successful expansion of our strategic footprint into the heart of the Middle East, but also heralds a brand new chapter. Moving forward, we shall capitalise on Dubai as a pivotal hub to continuously deepen cross-regional collaboration, while delivering more forward-thinking and internationally oriented trust solutions for HNW clients worldwide.’ 4. In Conclusion At this new juncture, the HKFA’s Dubai office will shoulder the vital mission of connecting Hong Kong with the Middle East, while extending its reach globally. By integrating international resources, deepening local partnerships, and strengthening cross-border service capabilities, we shall continue to advance global trust services in terms of professionalisation, internationalisation, and systematic development. It is the belief that a bright future are ahead, and that we are ready to face whatever comes our way.

Dubai International Financial Centre Delegation Visits Hong Kong Headquarters

Warm Welcome to the Top Leadership of Dubai International Financial Centre (DIFC) Visiting Our Hong Kong Headquarter – Forging a New Global Landscape for Family Wealth On 4 November 2025, the Hong Kong trust industry marked a significant milestone. The Hong Kong Fiduciary Association Limited (HKFA) and Hong Kong Trust Capital Management Limited (HKTCM) were honoured to host a delegation of top leadership from the Dubai International Financial Centre (DIFC) – a financial free zone chartered and regulated by the Government of Dubai. The delegation comprised distinguished guests including H.E. Essa Kazim, Governor of the Dubai International Financial Centre (DIFC), H.E. Arif Amiri, Chief Executive Officer at DIFC Authority, and Mr. Salmaan Jaffery, Chief Business Development Officer at DIFC Authority. Moreover, Mr. Melvin Mui, Chief Executive Officer of Hong Kong Trust Capital Management Limited, has given a warm hospitality, while Mr. Mong Chung Chee (President of Hong Kong Fiduciary Association Limited in Asia Pacific Region), Mr. Jason Tan (Vice President of Hong Kong Fiduciary Association Limited in UAE), Mr. Edwin Cheung (Chief Executive Officer of Inheritance Asset Management Limited) and Mr. Keith Chan (Business Development Director of Inheritance Asset Management Limited) jointly hosted the conference. During this visit, both parties engaged in thorough exchanges and cooperative discussions regarding development trends in family office, trust services, and global wealth management between Hong Kong and Dubai. This marked a new height in the strategic relationship between these two major international financial centres, signifying its further deepening. 1. DIFC: A Resplendent Pearl on the Global Financial Stage The Dubai International Financial Centre (DIFC) stands as the premier global financial hub for the Middle East, Africa and South Asia. Situated in Dubai’s prime central location, it provides stable, transparent and internationally aligned legal safeguards for financial transactions and commercial activities, occupying a pivotal position within the Middle Eastern and global financial stage. As the regulatory authority of DIFC, the Dubai Financial Services Authority (DFSA) operates under stringent regulatory standards and efficient oversight capabilities. This ensures the robust functioning of financial markets, fosters continuous expansion in market scale, and facilitates the growing diversity of financial products and services. Consequently, the global influence of the DIFC continues to rise steadily. 2. In-depth Discussions: Hong Kong and Dubai’s Highly Complementary Financial Ecosystems During the conference, representatives from both parties exchanged profound insights on core issues including the establishment and operation of family office, offshore trust services, and global asset allocation trends within the current global economic landscape. Both parties concur that in today’s increasingly complex landscape of global capital flows and wealth succession requirements, Hong Kong serves as a “Pivotal Bridge” between Chinese Mainland and the globe. It possesses profound financial expertise, robust legal framework, and top-tier professional talent. Meanwhile, as a key financial hub for the Middle East, Africa, and South Asia, Dubai offers an international business environment and common law framework that is drawing the attention of global wealth. By deepening cooperation, both parties can achieve resource sharing and complementary strengths, thereby jointly advancing the development of the global family wealth management industry. 3. Historic Moment: HKTCM Formally Submitted Letter of Intent for DIFC Category 3C License As the conference drew to a close, it reached its most significant historic moment. In the presence of H.E. Essa Kazim, Governor of the Dubai International Financial Centre (DIFC), Hong Kong Trust Capital Management Limited formally submitted its Letter of Intent for a DIFC Category 3C License to H.E. Arif Amiri, Chief Executive Officer of the DIFC. This clearly signified the company’s intention to apply for the DIFC Category 3C License. The DIFC Category 3C license represents one of the key qualifications granted by the Dubai International Financial Centre (DIFC) to foreign financial institutions, enabling them to conduct specialised activities such as trust and asset management within the United Arab Emirates. This facilitates the provision of more comprehensive cross-border wealth planning and trust management services to clients. Securing a DIFC Category 3C license not only signifies high recognition of an institution’s strength and professional capabilities, but also serves as a vital passport to accessing the Middle Eastern financial market. As the meeting came to an end, to express our most sincere gratitude and respect to the visiting leaders, we prepared special commemorative gifts: a Crystal Plaque of Appreciation with a high-quality clarity and a Wooden Plaque of Appreciation framed in a rustic and elegant wooden frame. These are not merely exquisite works of art, they embody our profound gratitude for the leaders’ journey from afar and our hopeful anticipation for future collaboration, adding a warm and unforgettable touch to this historic occasion. 4. With Imminent License Approval; Ready to Provide Trust Services for Middle Eastern Clients We are confident that following the successful approval of the DIFC Category 3C License for the Hong Kong Trust Capital Management Limited, both HKFA and HKTCM will be positioned to deliver seamless and comprehensive “Trust Structure + Asset Management” one-stop services to high-net-worth clients across the Middle East within Dubai – a rapidly emerging global wealth centre. This will empower them to preserve, grow, and transfer their wealth to multi-generations. This initiative not only aligns with our strategic decision to globalise our footprint and deepen our presence in the Middle Eastern financial markets, but also signifies that the Group’s Middle East strategic blueprint has progressed from the planning stage into substantive implementation. 5. Looking Ahead: Building a Strategic Partnership for Two Wealth Hubs Looking ahead, the HKFA will leverage its extensive influence across the Asia-Pacific region to fully support the DIFC in its ambitious plans to further expand into Asian financial markets by 2026. Concurrently, we plan to jointly organise more senior cooperation forums and in-depth industry exchange activities in Hong Kong, Dubai, Singapore and other regions. This will foster greater connectivity between the two regions in aspects such as financial regulation, product innovation and talent development, thereby further strengthening the global strategic partnership between Hong Kong and Dubai as wealth hubs bridging East and West. We are confident that through

Hong Kong Fiduciary Association Participates in Baker Tilly Tax and Budget Seminar

The Hong Kong Fiduciary Association was delighted to be invited to the Baker Tilly Tax & Budget Seminar and proud to support the event as its main sponsor. The seminar brought together leading industry experts to discuss the key highlights of the 2026 Budget, emerging trends in transfer pricing, and the latest legal developments. At the event, Mr. Melvin Mui, Chief Executive Officer of Hong Kong Trust Capital Management Limited, was invited as a guest speaker. He shared his professional insights on the practical applications and future outlook of Hong Kong trusts in cross-border tax optimisation and wealth structuring, which was met with an enthusiastic response from the audience. We extend our sincere gratitude to Baker Tilly Monteiro Heng PLT for their kind invitation and thoughtful organisation of this meaningful seminar. The event provided a valuable platform for professional exchange and knowledge sharing, further strengthening collaboration between the tax and trust sectors.

Hong Kong Fiduciary Association Invited to Attend the 35th Anniversary Commemoration of the Hong Kong Basic Law

On 20 October 2025, coinciding with the 35th anniversary of the promulgation of the Basic Law of the Hong Kong Special Administrative Region (hereinafter referred to as the Basic Law), “ Global Legal Meet to Commemorate the 35th Anniversary of the Hong Kong Basic Law”was grandly convened in Hong Kong, gathering leading legal minds around the globe. As one of the supporting institutions for this prestigious event, Hong Kong Fiduciary Association Limited (HKFA) was honoured to join leading legal experts and business representatives from across the globe to collectively explore new pathways for the rule of law and international development within the Guangdong-Hong Kong-Macao Greater Bay Area (hereinafter referred to as Greater Bay Area). 1. The Cornerstone of the Rule of Law: “Laying a Solid Foundation” for Greater Bay Area The successful implementation of the Basic Law has laid a solid constitutional foundation for Hong Kong’s sustained prosperity and stability over the past thirty five years. It is precisely for this reason that with its well-established common law system, independent judiciary, and open business environment, Hong Kong has successfully served as a vital bridge connecting the Chinese Mainland with international markets. This summit holds extraordinary significance, serving not only as a tribute to the successful implementation of the Basic Law, but also as a forward-looking forum centred on the core theme of “The Rule of Law and International Development in the Guangdong-Hong Kong-Macao Greater Bay Area”. Amidst profound shifts in the global economic landscape, participants primarily focused on how Hong Kong’s unique legal and financial strengths can empower more Chinese enterprises to “go global” and steadily explore the vast markets under the Belt and Road Initiative. 2. Industry Insights: Dialogue on Legal Synergy and Financial Innovation As one of the core professional bodies within Hong Kong’s trust industry, HKFA remains steadfast in its commitment to advancing the specialisation, internationalisation and institutionalisation of the sector. At this summit forum, Mr. Melvin Mui, Chief Executive Officer of Hong Kong Trust Capital Management Limited, was invited to attend. He engaged in in-depth discussions with numerous legal and financial sector experts on the prospects and challenges echoing the theme of “Legal Synergy and Financial Innovation in the Guangdong-Hong Kong-Macao Greater Bay Area”, injecting fresh perspectives and inspiration into regional collaboration and industry innovation. 3. Conclusion This forum served not only as a high-end exchange of legal ideas, but also as a collaborative opportunity for convergence across academia, industry, research and commerce. Through in-depth engagement with expert representatives from diverse jurisdictions and sectors, HKFA has further strengthened its ties with the international legal community, accumulating invaluable experience for the future innovation and development of cross-border trust services. Looking ahead, HKFA will continue to steadfastly uphold its founding principle of “building trust through integrity and grounding practice in law”. We will actively foster synergistic innovation between Hong Kong’s trust industry and legal, financial, and other sectors, thereby bolstering Hong Kong’s position as an international wealth management centre. Concurrently, we will deepen cooperation with the Greater Bay Area and regions along the Belt and Road Initiative, while jointly exploring forward-looking pathways for legal and financial integration. This will contribute professional expertise to regional economic prosperity and sustainable development, forging a more open and mutually beneficial future for Hong Kong and the Greater Bay Area.

“A Decade of Trust • Building the Future Together”—10th Anniversary Private Gala Dinner & Global Trust Summit 2025 Concluded Successfully

On 10 October 2025, 10th Anniversary Private Gala Dinner & Global Trust Summit 2025 was grandly held in Kuala Lumpur, Malaysia.   This prestigious event brought together political and business leaders, trust industry experts, and representatives of high-net-worth (HNW) clients from Hong Kong, the Asia-Pacific and the Middle East regions. Together, we celebrated the Association’s decade of significant achievements while further laying out our ambitious blueprint for future global expansion. Venue for 10th Anniversary Private Gala Dinner & Global Trust Summit 2025 Distinguished guests in attendance included Mr. Cyril Yeung, Honorary President of Hong Kong Fiduciary Association Limited & Founder of Hong Kong Trust Capital Management Limited, Mr. Melvin Mui, CEO of Hong Kong Trust Capital Management Limited, Mr. Lawrence Chan, President of Hong Kong Fiduciary Association Limited, Mr. Mong Chung Chee, President of Hong Kong Fiduciary Association Limited in Asia Pacific Region, and Mr. Keith Chan, Business Development Director of Inheritance Asset Management Limited, etc. The event also welcomed representatives from many internationally renowned institutions including Masryef Advisory Sdn. Bhd., Deacons, Trident Fund Service (HK) Limited, and Emerald Capital CPA &Co.   I. A Decade of Dedication: Establishing Industry Standards During the opening ceremony, Mr. Cyril Yeung, Honorary President of Hong Kong Fiduciary Association Limited & Founder of Hong Kong Trust Capital Management Limited, delivered an address. He noted that the Association had evolved from its original vision of “assisting the elderly in properly managing wealth inheritance” into a comprehensive trust service platform that is specialised and internationally renowned through a decade of dedication. “Witnessing that clients can confidently navigate asset and inheritance challenges through our trust arrangements remains our greatest and enduring satisfaction over these ten years,” remarked Mr. Yeung. Mr. Cyril Yeung, Honorary President of Hong Kong Fiduciary Association Limited & Founder of Hong Kong Trust Capital Management Limited Subsequently, Mr. Melvin Mui, CEO of Hong Kong Trust Capital Management Limited, and Mr. Mong Chung Chee, President of Hong Kong Fiduciary Association Limited in Asia Pacific Region, took to the stage to deliver their respective addresses. Mr. Melvin Mui noted that Mr. Cyril Yeung ‘s vision of “popularising trust services while benefiting the mass market” remains the cornerstone of the company’s development. It is the conviction that has enabled us to accurately target the mass market, the middle class and emerging affluent populations neglected by banks and major trust companies a decade ago, thus achieving its present success. Looking ahead to the next decade, Mr. Melvin Mui announced that we would focus on strategic upgrades in the following core areas: Upgrading Core Trust Business : We will continuously improve our core businesses in domestic and offshore trusts, leveraging the dual Hong Kong-Switzerland jurisdictional framework while speeding up trust license applications in Malaysia and Dubai, so as to establish a global asset protection network.  Elevating Asset Management Capabilities: Building upon our asset management company’s existing SFC Type 4 (Securities Advisory) and Type 9 (Asset Management) licenses, we will continue to actively expand the service scopes while concurrently advancing virtual asset custody services.  Building A Professional Services Ecosystems: Through Global Digital Custody and HKTCM Family Office operational services, etc., we are ready to provide one-stop solutions encompassing Real-World Assets (RWA), Web3 and family governance. Diversified Advisory Services and Philanthropy: We are expanding into pre-IPO advisory, legal and tax services, and insurance brokerage, etc. Furthermore, we will establish a charitable foundation and create scholarships to encourage young talent to pursue their aspirations in technology, humanities, and other fields, thereby creating shared social value for both the enterprise and our clients. Mr. Melvin Mui, CEO of Hong Kong Trust Capital Management Limited Reflecting on the Association’s decade-long journey towards internationalisation, Mr. Mong Chung Chee noted that “ten years ago, we set out from Hong Kong, in pursuit of our founding principles of ‘Client-oriented Service and Professional Governance’ to deliver reliable and forward-thinking solutions in trust and wealth management. Today, we have evolved from an office focused on the Chinese Mainland market into a regional specialist institution serving clients across Asia, the Middle East and Europe.” Standing at this fresh start of its 10th anniversary, he stated that Hong Kong Fiduciary Association Limited will embrace new challenges with a growth mindset. Meanwhile, we will further uphold our core values of pursuing professionalism, reliability and attentive care, delivering more forward-thinking wealth management and family governance solutions to global clients, thereby writing a fresh chapter for the next decade.   Mr. Mong Chung Chee, President of Hong Kong Fiduciary Association Limited in Asia Pacific Region II. International Collaboration: Establishing a Global Trust Alliance Over the past decade, Hong Kong Fiduciary Association Limited has actively promoted international collaboration, building a global trust network and forging long-term strategic partnerships with numerous renowned institutions. To express gratitude for partners’ steadfast support, the event specially included a grand awards ceremony, in which Hong Kong Fiduciary Association Limited presented Certificates of Special Recognition to four prestigious institutions for their long-term collaboration relationships, including Masryef Advisory Sdn. Bhd., Trident Fund Services（HK）Limited, Emerald Capital CPA &Co., and Deacons, in recognition of their outstanding contributions to advancing industry innovation and delivering global client services.   Award Presentation Ceremony to Distinguished Institutions by Hong Kong Fiduciary Association Limited Mr. Taylor Hui, Partner of Deacons, delivered an insightful address on behalf of the law firm, reflecting on collaboration between both of us while demonstrating the broader horizon for future cooperation. Mr. Taylor Hui, Partner of Deacons Furthermore, during this Summit, the Hong Kong Fiduciary Association Limited jointly held a grand Certificate Presentation Ceremony of Shariah Compliance with Masryef Advisory Sdn. Bhd., a leading Islamic finance consultancy firm. In addition, the Certificate was presented to the Association’s strategic partner, Inheritance Asset Management Limited. This initiative fully demonstrated that the issuance of Hong Kong’s first Shariah-compliant open-ended fund company, Hong Kong Islamic Amanah OFC, launched by Inheritance Asset Management Limited, fully comply with the stringent requirements of the Islamic Shariah in terms of key aspects such as mode of operation, investment of fund, and distribution of

WEB3 High-Value Assets in Hong Kong: Security & Compliance Seminar a Success

On 13 June 2025, the “Seminar on How WEB3 High-Value Assets Can Achieve Security and Compliance in Hong Kong (Hong Kong Session)” was successfully held at the Kowloon Shangri-La Hotel in Hong Kong. Organised by the Hong Kong Fiduciary Association Limited, the seminar received strong support from partners including Hong Kong Trust Capital Management Limited, Inheritance Asset Management Limited, Hong Kong Enterprises Association Limited, HKTWeb3, and Pearl Technology Group (HK) Limited. Numerous WEB3 industry professionals from both local and overseas markets gathered at the Shangri-La to explore the path of compliance and development within the sector. The seminar featured both keynote presentations and open discussions. The keynote session was honoured to have Mr. Keith Chan, Business Development Director of Inheritance Asset Management Limited, and Mr. Melvin Mui, Chief Operating Officer of Hong Kong Trust Capital Management Limited, deliver in-depth analyses on Hong Kong’s WEB3 policies and the future development of the industry. Mr. Keith Chan commenced with an in-depth presentation titled “Hong Kong WEB3 Market Analysis and Outlook.” With his unique and sharp industry perspective, Mr. Chan systematically reviewed the development trajectory, notable achievements, and potential opportunities of the WEB3 industry in Hong Kong. He also conducted a thorough analysis of current challenges and future trends, providing participants with valuable and forward-looking insights. Following this, Mr. Melvin Mui addressed the crucial topic of how WEB3 assets can achieve compliant implementation in Hong Kong. Drawing upon his extensive experience in the trust sector, Mr. Mui explained, through professional frameworks and practical case studies, the vital role of trust structures in enabling WEB3 users to securely manage virtual assets. Mr. Mui elaborated on how trust mechanisms provide reliable security protection for WEB3 assets. He further discussed how trust arrangements facilitate the orderly inheritance of virtual assets, as well as their practical application in daily transactions. His insights offered new perspectives for virtual asset management and valuable references for the compliance development of the industry. After the seminar, the organiser arranged a refined and diverse tea break, allowing guests to continue networking and exchanging ideas in a relaxed atmosphere, thereby further expanding professional networks and strengthening relationships. As a leading global financial centre and an international hub for innovation, technology, and culture, Hong Kong is becoming a strategic location for the compliant establishment of global WEB3 projects, supported by forward-looking policies and a highly competitive tax regime. The “Seminar on How WEB3 High-Value Assets Can Achieve Security and Compliance in Hong Kong”, organised by the Hong Kong Fiduciary Association Limited, will continue to bring together authoritative experts and seasoned practitioners in the WEB3 sector to focus on core issues of compliance for WEB3 projects operating in Hong Kong. Future sessions will explore critical topics such as the innovative integration of trust structures with the WEB3 ecosystem, comprehensive security and compliance implementation strategies, and the development of practical solutions combining policy compliance with commercial feasibility. These discussions aim to support individual investors and enterprises in building a new paradigm for WEB3 development on Hong Kong’s international stage.

Investment Strategies for Young Professionals: Wealth Creation and Protection Seminar at Sunway University

The Hong Kong Fiduciary Association was honoured to once again collaborate with the Sunway Business Investment Society in hosting a workshop designed to equip university students with essential knowledge in investment and financial planning, laying a strong foundation for their future development.   Mr Mong Chung Chee and Mr Izam Bin Mispardi were invited as guest speakers, sharing expert insights on key topics such as investment strategies and wealth management. Drawing on their professional experience, both speakers offered practical, actionable advice tailored for young individuals. During the interactive session, students actively posed questions and engaged in discussions, reflecting their growing interest and awareness in personal financial planning. Thanks to the support of all participants, the event was successfully held.The Hong Kong Fiduciary Association remains committed to promoting financial education and empowering young people with the knowledge to grow and manage their wealth with confidence.

Hong Kong and Dubai Cross-border Market Development Summit 2025

On 16 April, the “Hong Kong and Dubai Cross-border Market Development Summit 2025” was successfully held at The St. Regis Shenzhen.   Organised by the Hong Kong Fiduciary Association Limited, the event featured representatives from Invest Hong Kong, a department of the Government of the Hong Kong Special Administrative Region, and the Dubai International Financial Centre Authority.   Invest Hong Kong is a government department responsible for promoting foreign direct investment, committed to strengthening Hong Kong’s position as an international business hub in Asia and attracting enterprises from overseas and Mainland China to set up or expand in Hong Kong.   The Dubai International Financial Centre Authority is the UAE’s first financial centre and the largest, most established financial and innovation ecosystem in the Middle East, Africa, and South Asia.   The forum was strongly supported by partners such as Hong Kong Trust Capital Management Limited, Hong Kong Enterprise Association Limited, and Inheritance Asset Management Limited. Over 200 industry professionals from Hong Kong, Shenzhen, Dubai, and other regions gathered to discuss frontier issues in cross-border enterprise development and to promote regional financial cooperation and innovation.       The summit comprised guest presentations and interactive sessions. Prior to the formal sessions, the organiser, Hong Kong Fiduciary Association Limited, hosted a token appreciation ceremony. Mr. Lawrence Chan, Operations Director of the Association, presented customised commemorative gifts to Mr. King Leung, Global Head of Financial Services, FinTech and Sustainability at Invest Hong Kong, Ms. Xiaoxi Guo, China Representative of the Dubai International Financial Centre Authority, and Mr. Melvin Mui, Chief Operating Officer of Hong Kong Trust Capital Management Limited, to express sincere gratitude.       Following the ceremony, Mr. King Leung, Ms. Xiaoxi Guo, and Mr. Melvin Mui delivered detailed and insightful presentations.   Mr. King Leung opened with a keynote on “Hong Kong: A Global Financial Centre”, highlighting Hong Kong’s policy advantages and mature market environment. He explained how Invest Hong Kong supports enterprises and investors through Hong Kong’s international financial platform.   Mr. Leung elaborated on Hong Kong’s core competitiveness from the perspectives of policy, market trends, cross-border cooperation, corporate finance, and tax advantages. His sharing provided forward-looking guidance for cross-border cooperation and wealth management strategies, which received high praise from the audience.     Ms. Xiaoxi Guo followed with a keynote titled “Leading the Future of Finance”. She explored the Dubai International Financial Centre’s strengths in business environment, legal framework, and innovation ecosystem, and discussed how these factors drive the sustainable development of enterprises in regional and global markets.   Ms. Guo also detailed Dubai’s strategic positioning as a financial hub, supported by concrete examples. She highlighted Dubai’s advantages in attracting international capital, fostering financial innovation, and supporting cross-border cooperation, particularly in setting up offshore structures.     Mr. Melvin Mui concluded the session with a presentation on “Hong Kong Trust as Your Best Partner for Overseas Expansion”, underscoring the role of Hong Kong trusts in asset protection, tax optimisation, and cross-border investment.   Mr. Mui explained how an efficient trust structure can facilitate entry into markets like Dubai, offering innovative and practical solutions for international expansion.   He also shared real-world examples to demonstrate the flexibility and foresight of Hong Kong trusts in cross-border wealth management and investment strategies, inspiring participants on sustainable international growth.     During breaks, speakers engaged in live Q&A sessions with the audience. Selected highlights:   Q: In the current international environment, how can Invest Hong Kong strengthen Hong Kong’s role as a “super-connector”? A: Mr. King Leung emphasised that Hong Kong’s policy advantages, mature market, and global financial hub status position it as an ideal gateway between Mainland China and the international market. He added that Hong Kong will continue to empower policies, build market bridges, promote cross-border cooperation, and optimise services to maintain and strengthen this role.       Q: What role will the Dubai International Financial Centre Authority play in cross-border market development, especially regarding Dubai and the Middle East? A: Ms. Xiaoxi Guo stated that DIFC serves as a bridge between East and West markets and provides a stable, transparent business environment with benefits such as zero taxes and 100% foreign ownership. She highlighted DIFC’s ability to offer an “onshore offshore” solution that supports sustained cross-border business growth.   Q: What are the unique advantages of cross-border asset allocation through Hong Kong trusts compared to traditional offshore investment methods? A: Mr. Melvin Mui explained that Hong Kong trust structures offer greater flexibility and efficiency, particularly in asset protection and tax optimisation. The mature financial market and robust regulatory framework in Hong Kong provide transparent and effective channels for cross-border investment and orderly wealth inheritance.   After the summit, a tea break was arranged, providing guests with a relaxed atmosphere to network, exchange insights, and foster future cooperation.       The “Hong Kong and Dubai Cross-border Market Development Summit 2025” is designed to serve as a high-end international platform for the financial and business communities of both jurisdictions, aiming to promote cross-border cooperation and explore new opportunities.   The forum also focuses on supporting Chinese enterprises in their global expansion, leveraging policy backing and the safe investment environments offered by Hong Kong and Dubai.   Looking ahead, the Hong Kong Fiduciary Association Limited will continue to work with professional partners to expand and deepen exchanges between Hong Kong and Dubai, supporting the internationalisation of Mainland enterprises and contributing to the high-quality development of both regions in the global financial market.

4th Hong Kong Trust Global Financial Forum Held in Jining

On 22 March 2025, the 4th session of the Hong Kong Trust Global Finance Forum Series was successfully held at Wanda Realm Jining, Shandong Province. Sponsored by Hong Kong Fiduciary Association Limited (HKFA), this event was co-organised by a number of professional institutions, including Hong Kong Trust Capital Management Limited, Dacheng Law Offices, Beijing Changzhou Private Equity Fund Management Co., Ltd., Hong Kong Enterprise Association Limited, Inheritance Asset Management Limited, etc. More than 100 professionals from the financial, tax and corporate sectors in Shandong and the rest of China gathered together. Focusing on the impact of “New Nine Guidelines” issued by China’s State Council on mainland enterprises’ IPO and international expansion, it combined with the latest points of the Two Sessions (the yearly plenary meetings of the National People’s Congress and the Chinese People’s Political Consultative Conference). Moreover, it delved into cutting-edge trends in overseas IPO, key considerations for establishing overseas structures, and strategies for compliance and security, providing a wider range of valuable creative ideas and practical solutions. This event can be divided into two major sessions: guest sharing and interactive exchange. After the guest sharing, Mr. Ray Zhan, senior partner of Beijing Dacheng (Shanghai) Law Offices, took the lead on the stage. With many years of extensive experience, he specialises in IPO and listing, investment, financing, merger & acquisition, as well as family wealth management legal services. During this event, Lawyer Ray Zhan focused on the important topic of enterprise overseas listing, delving into key considerations such as planning and implementation of enterprise overseas listing, filing and regulation for overseas listings, interpretation of filing-related regulations on overseas listings, and the SEC’s audit regulation. In the sharing session, Lawyer Ray Zhan not only presented the latest developments and overall situation in overseas financing for the guests. Additionally, with professional and targeted analysis, he offered enterprises going overseas with a clearer and more practical guide, navigating them into overseas listings to ensure regulatory compliance requirements. The following session was made by Mr. Melvin Mui, COO of Hong Kong Trust Capital Management Limited (HKTCM). With his profound attainments and professional knowledge in the field of finance, he delved into the key role of Trust structure in the listing process of enterprises. Moreover, Mr. Mui elaborated on how the Trust structure can fully utilise its multiple values in assisting enterprises seeking overseas lists, encompassing how to optimise equity allocation through the use of Trust structure, so as to ensure the effective protection of shareholders’ rights and interests. Meanwhile, he noted that the Trust structure plays a decisive role in promoting the stable wealth accumulation and achieving orderly inheritance of family wealth. Mr. Mui noted that Family Trust, as a powerful tool for wealth management, can be particularly well suited for high-net-worth individuals (HNWIs), which plays an effective role in wealth planning and security protection. Prior to IPO, one of the most important functions of Family Trust is its segregation of Trust assets in the establishment of Offshore Trust structure. Through a Trust structure, business owners can separate their personal assets from business assets, so as to shield personal wealth from business risks. His insights were both practical and thought-provoking, which aroused much echo among guests. The event entered the FAQ session after the keynote speeches. The two speakers returned to the stage and answered questions for the guests. The two speakers responded to a series of key considerations raised by the guests, such as “costs and fees for enterprises seeking overseas listings”, “selection of channels and modes of capital operation after successful overseas listings”, and “advantages of setting up a Family Trust before listing”. With many years of professional and practical experience in the industry, they shared in-depth and professional insights to key issues of concern, in alignment with the latest regulatory requirements and various complexities in the actual operation process. Moreover, their unique and creative perspectives were apt and to the point, keeping up with the latest industry trends and developments, which aroused much echo and positive feedback among guests. Hong Kong Trust Global Financial Forum Series provides a professional exchange platform for the industry organised specifically by HKFA, aiming to expand in-depth exchanges and collaboration between the Chinese Mainland enterprises going international and overseas listing service providers. Leveraging this platform, guests can share their cutting-edge perspectives and practical experience with each other, while jointly discussing the cutting-edge information on overseas listing and wealth protection, so as to offer robust assistance for expanding enterprises into international markets. Through a series of events, HKFA attaches great importance to strengthening connection and collaboration between the Chinese Mainland and international financial markets such as Hong Kong and the United States, while offering valuable professional services and practical guidance for the Chinese Mainland enterprises going international. Looking ahead, HKFA will continue to work together with its professional partners to promote in-depth exchanges and collaboration, so as to assist them in expanding international reach.