About the Institute

Built on professionalism.
Driven by service.
Powered by innovation.

For practitioners in securities and asset management, banking and wealth management, insurance and protection, MPF and retirement, and cross-border business. Related professionals, overseas peers, students and those entering the industry are also welcome.

2023

Year of establishment

Rooted in Hong Kong

Connected
worldwide

Mainland China · Asia · the world

Related professionals include legal, accounting, compliance, risk management, operations and technology specialists, both within financial institutions and in external professional services.

Vision

Three directions
driving the industry forward

Elevating professional standards

Raising the bar of professional competence across the industry, fostering innovation, and pursuing excellence through continuous training and shared expertise.

Driving digital transformation

Advancing the industry's transition towards intelligent, digital-native operations — reshaping how asset and wealth management services are delivered.

Connecting across borders

Connecting professionals across Mainland China, Asia and the world to encourage professional exchange, mutual understanding and collaboration between markets.

Core Values

Four principles. One shared compass.

Professionalism

Build on sound professional capabilities, with accuracy, care and continuous improvement.

Innovation

Respond to industry change with new thinking and tools, exploring more effective ways to work.

Practicality

Focus on real needs and useful outcomes, connecting learning with problems at work.

Integration

Value openness and inclusion, supporting understanding and collaboration across regions and professions.

Contact

Let's build the next
chapter together.

Whether for industry collaboration, membership, media or general enquiries, we'd be glad to hear from you.

enquiry@hkawm.com

Address

3/F., Golden Gate Commercial Building,
136-138 Austin Road, Tsim Sha Tsui,
Kowloon, Hong Kong

Send Enquiry