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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.
Hong Kong Trust Global Financial Forum Wraps Up in Shenzhen
On the afternoon of February 25, 2025, Hong Kong Trust Global Financial Forum – Hong Kong & US Listing Networking Session (Shenzhen) concluded successfully in Futian Shangri-La, Shenzhen. Sponsored by Hong Kong Fiduciary Association Limited (HKFA), this event was co-organised by Hong Kong Trust Capital Management Limited, AllBright Law Offices, Ernst & Young, Rainbow Capital (HK) Limited, Hong Kong Enterprise Association Limited, and Inheritance Asset Management Limited. As the second tour of Hong Kong Trust Global Financial Forum Series, the event continued to echo the theme, focusing on the impact of the “New Nine Guidelines”issued by China’s State Council on mainland enterprises’IPOs and international expansion. It delved into cutting-edge trends in overseas IPOs, key considerations for establishing overseas structures, and strategies for compliance and security. In addition, the forum gathered many industry leaders and elites, with more than 100 professionals in the financial, tax and corporate sectors, in which participants further discussed the new opportunities of listing and financing in Hong Kong and the US, sharing the latest views and practical experience, and providing valuable ideas and solutions for the growth of Chinese mainland enterprises venturing abroad. Meanwhile, the forum also focused on the important role of Offshore Trust in cross-border financing for enterprises, especially in the strategy of safe landing for wealth. Through setting up Offshore Trust, enterprises can achieve asset isolation and protection, tax optimisation, which ensures the orderly inheritance of wealth through flexible Trust structures. 1. Gathering of Big Names in the Forum for In-depth Analysis of the Lasted Market Trends In the guest sharing session, Lawyer Han Meiyun, Senior Partner of AllBright Law Offices, firstly appeared on the stage to share with the guests on the topic of Hong Kong’s IPO Boom and A+H Shares Model. With her profound legal background and extensive experience in the capital market, Lawyer Han Meiyun analysed the dynamic trends of the A-share and Hong Kong stock markets with practical cases. Moreover, she explained the key role of the A+H Shares Model in cross-border financing of enterprises. Combining with the current actual situation, Lawyer Han Meiyun proposed the capital market development model of “H first and then A”, which provides new Internationalisation strategies for enterprises. It also brought valuable insights and inspirations to the guests, helping enterprises advance their ideas and make precise design in overseas financing. Afterwards, Mr. Zhang Linghui, Audit Services Partner of Ernst & Young, Shenzhen, shared with the guests the audit differences between A-shares and Hong Kong shares. With his professional insight, Mr. Zhang deeply analysed the key differences between A-share and Hong Kong shares in terms of auditing process, standards and policies. Furthermore, he combined with the characteristics of other major capital markets such as the US stock market, and sharing valuable information to the guests, which enabling them to have a clearer and more comprehensive understanding of the listing rules of A-shares, Hong Kong stocks and the US stocks. All these provided important references to the enterprises in their cross-border financing and listing. After that, Mr. Danny Leung, Managing Director of Rainbow Capital (HK) Limited, shared his views on the key preparatory and planning for listing on the Hong Kong Stock Exchange (HKEX) and NASDAQ. Besides, he introduced the listing thresholds, the market environment and unique advantages of the Stock Exchange of Hong Kong Limited (SEHK) and NASDAQ respectively. Through comparing the listing costs and development prospects of the two jurisdictions,he made a clear timeline for listing on HKEX for the guests, covering the whole process from IPO preparation to listing, which designed to help enterprises navigate the listing process. The last sharing was brought Mr. Melvin Mui, COO of Hong Kong Trust Capital Management Limited (HKTCM). With his profound attainments and professional knowledge in the field of finance, Mr. Mui delved into the key role of Trust structure in the listing process of enterprises. On top of that, he elaborated on how the Trust structure can help enterprises optimise their equity allocation while effectively safeguarding shareholders’ rights and interests during the listing process, as well as how to achieve sound wealth appreciation and 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 though-provoking, which aroused much echo among guests. 2. Interactive Exchanges, Professional FAQ Received Positive Feedback The wonderful presentations by the four speakers were met with enthusiastic applause from the audience. This was followed by an FAQ session featuring Lawyer Han Meiyun, Senior Partner of AllBright Law Offices, Mr. Zhang Linghui, Audit Services Partner of Ernst & Young, Shenzhen, Mr. Danny Leung, Managing Director of Rainbow Capital (HK) Limited, and Mr. Melvin Mui, COO of HKTCM. The panel engaged in vibrant interactions and exchange with the attendees. Some of the questions about the exchange session are as follows: 1. What kind of circumstances will be met by a domestic enterprise to be recognised as an indirect overseas offering and listing? A: According to Han Meiyun, senior partner of AllBright Law Offices, according to the new filing regulations on overseas listings, the issuer shall be recognised as a domestic enterprise for the purpose of indirect overseas issuance and listing. In accordance with the relevant circumstances, and the regulator will generally consider the proportion of the enterprise’s financial indicators, business activities and the identity of the senior management, etc. However, in actual operation, the new regulations follow the principle of “Substance Over Form Principle”, i.e. in determining whether an issuance is an indirect offshore offering, the total assets, net assets, operating income, percentage of total profit, identity of executives and business operation of the enterprise should be taken into account, rather than just the formal place of incorporation or holding structure. 2. What financial preparations does a company need to make before listing overseas? A: Mr. Zhang Linghui, Audit Services Partner of Ernst & Young, Shenzhen, noted that listing marks an important milestone in the expansion of an enterprise. Prior listing, the key financial considerations includes the completeness of financial documents, business processes internal
Hong Kong Trust Global Financial Forum 2025 Concludes Successfully in Beijing
On the afternoon of January 10, 2025, Hong Kong Fiduciary Association Limited (HKFA), in collaboration with KPMG China, King & Wood Mallesons (Beijing), Hong Kong Trust Capital Management Limited (HKTCM), Hong Kong Enterprise Association Limited (HKEA), and Inheritance Asset Management Limited (IAM), successfully hosted the Hong Kong Trust Global Financial Forum2025 – Hong Kong & US Listing Networking Session at Sofitel Beijing Central. The event brought together over a hundred participants, including overseas business owners, financial experts, and international tax professionals, to explore new opportunities for listing and financing in Hong Kong and the US. The forum focused on the impact of the “New Nine Guidelines” issued by China’s State Council on mainland enterprises’ IPOs and international expansion. It delved into the latest trends in overseas IPOs, key considerations for establishing overseas structures, and strategies for compliance and security. The event offered participating entrepreneurs valuable industry insights and practical advice, empowering them to seize global opportunities and advance steadily in their international ventures. During the sharing session, Attorney Chen Qiansi, a partner in the Financial and Securities Department of King & Wood Mallesons (Beijing), delivered an insightful presentation on “Listing Standards and Opportunities in the US and Hong Kong.” Drawing on her extensive experience in client service, she provided a comprehensive comparison of the characteristics, advantages, and disadvantages of the two capital markets in their current contexts. Attorney Chen Qiansi provided a detailed analysis of the listing standards and processes in the US and Hong Kong. She highlighted the advantages of the US market, such as its large scale and diverse investor base, while also pointing out challenges, including differences in laws and regulations, as well as strict information disclosure requirements. In contrast, Hong Kong has become a key platform for mainland Chinese enterprises looking to expand internationally, thanks to its efficient financing environment and global positioning. She emphasised that domestic enterprises face both opportunities and challenges when going global and encouraged business owners to fully leverage the listing opportunities in both Hong Kong and the US to drive their growth and unlock global potential. Following this, Mr. Timothy Ma, Tax Partner at KPMG China, delivered a presentation on key tax considerations for Hong Kong and US listings. He provided an in-depth analysis of common offshore listing structures, emphasising critical tax factors to consider during the setup process. These included tax treaties, differences in tax rates, and anti-avoidance regulations across various countries and regions, aiming to ensure both compliance and tax efficiency of the structures. Mr. Timothy Ma emphasised the critical importance of adopting tax optimisation strategies for founders of overseas-listed companies. He shared innovative approaches, including the use of family Trust structures for asset inheritance, demonstrating how carefully designed Trust clauses can preserve and grow family wealth while mitigating risks associated with estate and gift taxes in certain countries and regions. Furthermore, he discussed how Trust structures can help minimize potential tax liabilities, such as safeguarding family wealth from personal tax issues of individual family members. Mr. Ma’s presentation combined theoretical insights with practical case studies, providing attendees with valuable guidance and inspiration. The insightful presentations by the two speakers were met with enthusiastic applause from the audience. This was followed by a roundtable discussion featuring Attorney Chen Qiansi, Partner in the Financial and Securities Department at King & Wood Mallesons (Beijing); Mr. Timothy Ma, Tax Partner at KPMG China; Mr. Melvin Mui, COO of HKTCM; and Mr. Keith Chan, Business Development Director at IAM. The panel engaged in vibrant exchanges with the attendees, offering valuable insights and perspectives. In response to the question, “What are the advantages of setting up a family Trust before listing?” Mr. Melvin Mui, COO of HKTCM, highlighted that establishing a Trust structure in advance and holding listed company equities through the Trust offers significant benefits for entrepreneurs. This approach ensures the stable transfer of family wealth to future generations according to a predetermined plan. Additionally, aTrust structure effectively safeguards assets by isolating them from personal debts, marital disputes, and other potential risks. It also provides advantages in tax planning, enabling the legal optimisation of tax structures to reduce tax burdens. More importantly, by centrally holding company equities through a Trust, families can prevent equity dispersion, consolidate control over the enterprise, and ensure its long-term stable development. What role do asset management companies (AMCs) play in overseas IPOs? Addressing this question, Mr. Keith Chan, Business Development Director of IAM, explained that asset management companies play a crucial role in overseas IPOs by offering a wide range of specialised services to enterprises and entrepreneurs venturing globally. Firstly, their experienced professional teams possess a deep understanding of international capital markets, supported by extensive practical expertise. Secondly, AMCs leverage mature operational models to efficiently coordinate resources from various parties, ensuring a smooth and successful IPO process. Taking IAM as an example, the company holds Type 4 (advising on securities) and Type 9 (asset management) licences issued by the Securities and Futures Commission of Hong Kong. With rich experience in Trust asset management and investment, IAM provides overseas enterprises with professional guidance on global investment strategies, helping them optimise asset allocation and enhance investment returns. Additionally, IAM offers tailor-made family wealth management solutions for entrepreneurs, encompassing legal, tax, and investment services, to safeguard and steadily grow family wealth. The Hong Kong Trust Global Finance Forum – Hong Kong and US Listing Networking Conference marked a remarkable start to the year for the Hong Kong Fiduciary Association Limited (HKFA). With the strong support of our partners and guests, the event concluded successfully and with great impact. The forum offered mainland Chinese enterprises valuable information and professional guidance on overseas listings, helping entrepreneurs better understand and navigate the opportunities and challenges of international markets. This event successfully established a collaborative platform connecting mainland enterprises venturing abroad with top-tier overseas listing service providers, fostering in-depth exchanges and cooperation. By leveraging this platform, mainland enterprises can
HKT’s 9th Anniversary Celebration Shines in Malaysia!
On November 22, 2024, Hong Kong Fiduciary Association Limited successfully held the 9th Anniversary Private Gala Dinner & Global Trust Summit 2024 at the Diamond Ballroom in EQ Kuala Lumpur. This event gathered more than 300 collaborative partners, colleagues, and guests, who witnessed such a remarkable annual wealth ceremony. The event, themed “SHINING BRIGHT FOR 9 YEARS, WITH TRUST AS OUR GUIDING LIGHT,” reflected on the splendid accomplishments made over the past 9 years, from 2015 to 2024. Meanwhile, we sincerely hope that this evening will remain unforgettable, just as our commitment to providing clients with excellent trust services remains unwavering. The 9th Anniversary Celebration was divided into two parts: the first part focused on the “Global Trust Summit 2024,” aiming to offer further analysis of the current state of the trust industry and explore its future developments; and the second part was the “9th Anniversary Private Gala Dinner,” an honourable occasion to celebrate the achievements and contributions of Hong Kong Fiduciary Association Limited (hereinafter referred to as HKT) over the past nine years. I. Wisdom Sparkles with Brilliance| Global Trust Summit 2024 As the Summit kicked off, the guests jointly reviewed the past 9 years of diligence and hard work through our milestone video, which highlighted our unwavering dedication and relentless pursuit. Afterwards, Mr. Cyril Yeung delivered his opening speech. He is a renowned Hong Kong entrepreneur, the Founder of Hong Kong Fiduciary Association Limited, the Chairman of Hong Kong Enterprise Association Limited, and the Chairman of the Hong Kong Elderly Emergency Services Foundation. On behalf of HKT, Mr. Yeung expressed his warmest welcome and heartfelt gratitude to all the guests who traveled from various countries to attend. It was an opportunity to reflect on our remarkable developmental milestones over the past nine years, from inception to success. In retrospect, Mr. Yeung noted that throughout these wonderful years, relentless efforts have brought us to where we are today. Persistence, innovation, and a pragmatic approach have been the true driving forces behind our success. Reflecting on the past, our growth and development rest on your constant support and the trust you’ve placed in us. Looking ahead, HKT will continue to reach a broader client base globally by enhancing professionalism, broadening service scopes, and striving to shine even brighter on the global stage. In closing, Mr. Yeung once again expressed his sincerest gratitude to clients, partners, and staff for their unwavering trust and support. He looked forward to working hand in hand to create a brighter future for HKT. Subsequently, the summit officially commenced. Following the introduction video of Hong Kong Open-ended Fund Companies (OFC), Mr. Melvin Mui, Chief Operating Officer (COO) of Hong Kong Trust Capital Management Limited, provided the guests with a thorough explanation and analysis of OFC. He elaborated on the advantages and market influence of OFC while introducing the Islamic Open-Ended Fund (OFC) launched by Inheritance Asset Management Limited for Islamic investors. This innovative product demonstrates the company’s deep understanding of and active response to diversified investment needs. Mr. Mui stressed that the company is devoted to continuously optimizing its product matrix and service system, aiming to achieve steady asset growth for its clients through precise market insights and professional asset management capabilities. Together, they aspire to create a bright future for wealth inheritance. After the presentation of Hong Kong’s first Islamic Open-ended fund, Mr. Keith Chan, Business Development Director of Inheritance Asset Management Limited, delivered a presentation on the Global Review and Fund Performance Report 2024 to the guests. In his speech, Mr. Chan reviewed and analysed the latest developments, remarkable achievements, and the outstanding performance of the investment portfolio. He not only provided insights into the driving factors behind these accomplishments but also shared an exciting outlook on potential opportunities in the global financial landscape for 2025. II. A Happy Gathering with Guests | 9th Anniversary Private Gala Dinner Following the conclusion of the Global Trust Summit 2024, the 9th Anniversary Private Gala Dinner officially commenced! As the host of the event, Mr. Mong Chung Chee, President of the Hong Kong Fiduciary Association Limited in the Asia Pacific region, delivered the opening speech. He warmly welcomed and expressed his high regard for all the guests, noting the significance of this occasion. He celebrated the fact that friends from around the globe gathered in Kuala Lumpur to mark the 9th anniversary of the Hong Kong Fiduciary Association. He wished everyone a delightful evening filled with celebration and camaraderie. After an introductory video about the Dubai market, Mr. Jason Tan, Vice President for the UAE Region of the Hong Kong Fiduciary Association Limited, took the stage. Representing HKT’s expansion into Dubai, he shared invaluable experiences in providing premier products and services to high-net-worth (HNW) clients in the region. Mr. Tan highlighted that the establishment of HKT’s Dubai office reinforced their commitment to educating and sharing Trust and financial knowledge globally. It also marked a significant step forward in serving HNW clients in the Middle East and beyond. Subsequently, under the joint witness of Mr. Lawrence Chan, Operations Director of the Hong Kong Fiduciary Association, and Mr. Mong Chung Chee, a strategic cooperation agreement was signed by Mr. Jason Tan and Ms. Peini Huang, Customer Relationship Manager of Kreston Menon Chartered Accountants. This agreement aims to deepen collaboration and exchanges in delivering exceptional services to HNW clients. The signing of this agreement symbolised a shared commitment to enhancing service quality and exploring new pathways for providing outstanding professional services to HNW clients. As the lights dimmed, a cake commemorating nine glorious years was brought into the venue. The executives of HKT gathered on stage to cut the anniversary cake, symbolising joy and success. The vibrant music of the band raised the atmosphere to its peak as glasses clinked, and laughter resonated throughout the opulent venue. The 9th Anniversary Private Gala
Hong Kong Fiduciary Association Limited’s Second Exclusive High Tea Gathering
On October 9, 2024, Hong Kong Fiduciary Association Limited had a fantastic time hosting an exclusive High Tea Gathering in Dubai! We’re so grateful for our senior representatives from Hong Kong who made the trip to connect with key partners in Dubai, sparking great discussions on industry trends and market opportunities. This gathering was all about deepening mutual exchanges and opening doors for exciting future collaborations. As the event wrapped up on a high note, we’re eager to keep expanding partnerships across various sectors and countries, working together toward new growth and development goals.
Hong Kong Fiduciary Association Limited at the 2024 Dubai Forex Exhibition
On October 7-8, 2024 Hong Kong Fiduciary Association Limited was honoured to participate in the largest annual trading event—the 2024 Dubai Forex Exhibition bringing together over 18,000 professional attendees, more than 160 leading companies in the industry, and 130 expert speakers. Through in-depth discussions with global business elites, Hong Kong Fiduciary Association Limited gained valuable insights, not only into the latest trends and future developments in the Forex market but also into providing participants with innovative ideas and valuable inspiration for trust solutions. We look forward to collaborating with more global partners to jointly drive innovation and progress in the Trust sector!
Hong Kong Fiduciary Association Sponsors Malaysia’s First Bitcoin Conference
On October 3, 2024 Hong Kong Fiduciary Association Limited was honoured to be the main sponsor of the first Malaysia’s Bitcoin Conference, bringing together experts, innovators, and leaders in the Bitcoin field to further promote industry exchange and collaboration. At the conference, Hong Kong Fiduciary Association Limited shared our approach to integrating virtual asset planning, while also listening to diverse perspectives on Bitcoin and its development across various sectors. By combining trust structures with virtual asset planning, we enhance both flexibility and sustainability. We would like to express heartfelt thanks to the organisers and all participants for their enthusiastic involvement and support, and looking forward to continuing our collaboration in the future and embracing the limitless opportunities in the financial sector together.
Strategic Session on Open-Ended Fund Companies and Hong Kong Investment Immigration Concludes
On 12th June 2024, co-organised by Inheritance Asset Management Limited, Hong Kong Fiduciary Association Limited successfully held a strategic sharing session of OFC (Open-ended Fund Company) at The St. Regis Chengdu. This event gathered offshore Trust experts, senior investment teams, immigration practitioners, business owners and high-net-worth individuals with the needs of immigration or wealth planning, with the aim to share and probe into the latest trends and cutting-edge strategies in relation to Hong Kong investment immigration. The strategic sharing session was highly recognised by the participating guests, enabling them to keep up with the latest trends and foresighted strategies, as well as gain a lot of practical investment advice. Looking ahead, we will continue to work together with renowned financial institutions to provide high-quality wealth management and asset allocation services to our clients, so as to further play our leading role in the industry.
Estate Planning and Risk Management Seminar in Collaboration with Sunway University
On May 23rd, 2024, the Hong Kong Fiduciary Association was honoured to co-host a financial planning seminar with Sunway University in Malaysia. The seminar was themed “Strategising for the Future: Integrating Estate Planning and Risk Management. Through this seminar, university students not only learned how to use wills and trusts for personal financial planning but also understood how to effectively manage risks in the face of various uncertainties. The event successfully attracted over a hundred students. After the seminar, students actively interacted with the guest speakers to further understand the importance of financial planning and risk management. We thank all participants for their enthusiastic interaction and support, which made this seminar a great success! We look forward to more opportunities for collaboration in the future.
