Institute updates

Our industry footprint

A factual record of published business exchanges, industry activities and Institute-organised programmes since HKAWM was established in 2023.

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Showing all 16 activity records

Engagement

Visit to Shenzhen Financial Chamber of Commerce to Discuss “粵港養老通”

On 2 September 2026, HKAWM visited the Shenzhen Financial Chamber of Commerce in its capacity as a founding member of the GBA Pension Finance Evaluation Committee for an exchange focused on the “粵港養老通” initiative. The two sides discussed the coordination of cross-border pension-finance services, Shenzhen–Hong Kong resource collaboration and possible directions for future cooperation, with a shared aim of supporting the high-quality development of pension finance and the silver economy in the Greater Bay Area.

Industry

Silver Economy Project Investment and Financing Matchmaking Event

On May 28, 2026, HKAWM attended the “智享银发·投启新程” Silver Economy Project Investment and Financing Matchmaking Event.

The event was a featured activity of the 20th Shenzhen International Financial Expo. HKAWM exchanged views on silver economy financing and industry–finance collaboration in the Greater Bay Area.

Related coverage:Shenzhen DRC / Shenzhen Evening NewsRead original

Industry

HKAWM Invited to Attend the 2026 Hong Kong Accounting Forum

On 30 January 2026, the "2026 Hong Kong Accounting Forum," jointly organised by the Vocational Training Council and the Hong Kong Institute of Vocational Education, was successfully held in Hong Kong. Bringing together accounting professionals, academics and practitioners to discuss the latest industry trends and address shared challenges, the forum provided an efficient platform for professional exchange. The Institute was invited to attend, with its representative serving as a speaker at the roundtable session, exploring — against the backdrop of deepening Greater Bay Area integration — the development opportunities and practical challenges it presents for Hong Kong's young accountants.

As an international financial centre defined by a high degree of openness, smooth capital flows and a deep pool of professional talent, Hong Kong continues to serve as a bridgehead in the development of the Greater Bay Area. As the HKSAR Government actively promotes the "going global" of professional services, supports enterprises in expanding worldwide, and drives quality and efficiency improvements in asset management, the city's financial and business services sector continues to grow steadily, injecting fresh momentum into the accounting profession.

Related coverage:Roger Kam & Co.Read original

Hosted

Shenzhen-Hong Kong Cross-border Investment & Financing Senior Talent Programme

From November 25 to 29, 2024, the Shenzhen Asset Management Association and HKAWM jointly held the Shenzhen–Hong Kong Cross-border Investment and Financing Senior Talent Programme at China Resources University in Xiaojing Bay, Huizhou.

As the national strategic deployment for the Greater Bay Area continues to deepen, financial cooperation between Shenzhen and Hong Kong has entered a critical period of high-quality development. The formal launch of the "Wealth Management Connect 2.0" framework not only marks a new high in cross-border financial cooperation, but also creates a more efficient environment for wealth management and capital mobility between the two regions.

Against a complex international financial environment, the question of how to fully leverage the policy benefits of "Wealth Management Connect 2.0" — accelerating diversification and internationalisation of GBA financial services — has become a focal industry topic. To address this, the Shenzhen Investment Fund Association and HKAWM jointly hosted this senior talent programme, injecting new energy into cross-border financial cooperation.

The programme convened senior practitioners from securities firms, law firms and asset management institutions, alongside university faculty and subject-matter experts — providing a comprehensive analysis of the opportunities and challenges in Shenzhen-Hong Kong financial cooperation, from macroeconomic conditions and cross-border strategy to legal compliance and frontier industry trends.

Policy Exchange

Visit to InvestHK FamilyOffice HK

On August 9, 2024, the Institute brought together several mainland family offices for a visit to InvestHK FamilyOfficeHK, gaining insight into Hong Kong's latest family office policies and trends. As a leading international financial centre and wealth management hub, Hong Kong offers distinctive advantages for family office operations and growth. The Institute is committed to building effective two-way bridges between Hong Kong and the mainland.

Engagement

GBA Pension Finance Evaluation Committee Inauguration

The Institute attended the inauguration ceremony of the GBA Pension Finance Evaluation Committee as a co-founding participant in the committee's establishment. Together with other member organisations, the Institute will help drive the development of GBA pension finance standards and evaluation frameworks — supporting the high-quality development of the silver economy.

Related coverage:Shenzhen NewsRead original

Industry

Shenzhen Guangming District Sci-Tech Finance Conference

The Institute attended the 2023 Guangming District Sci-Tech Finance Conference, held under the theme of advancing high-quality fintech development. The visit included direct dialogue with the Guangming District Government, industrial parks, and venture capital institutions — building practical channels for Hong Kong financial resources to support mainland technology enterprises.

Related coverage:Guangming District GovernmentRead original

Industry

17th Shenzhen International Financial Expo

The Institute's delegation attended the 17th Shenzhen International Financial Expo. Centred on the theme of "financial innovation driving high-quality development", the visit included in-depth dialogue with mainland financial institutions, regulators and industry experts on the latest practices in fintech, green finance and inclusive finance.

Related coverage:Dapeng New District GovernmentRead original

Industry

Visit to Shenzhen Family Office Association

The Institute's delegation visited the Shenzhen Family Office Association for in-depth discussions on family office development opportunities in the Greater Bay Area, cross-border wealth succession, and tax planning — laying the foundation for future collaboration connecting mainland family office resources with Hong Kong's policy framework.

Industry

Shenzhen-Hong Kong Cross-border Fund Investment Forum

The Institute participated extensively in the Shenzhen-Hong Kong Cross-border Fund Investment Forum, joining specialists from law firms, asset management firms and academia to examine frontier issues — advancing rule-alignment, capital flow and project-matching mechanisms between the two markets' fund industries.

Related coverage:DeHeng Law OfficesRead original

Industry

Shenzhen UAV Industry Investment & Financing Forum

The Institute attended the Shenzhen UAV Industry Investment and Financing Forum, exploring opportunities in the low-altitude economy and the UAV industry chain alongside leading experts. The Institute remains attentive to the convergence of fintech and emerging industries — providing members with a forward-looking platform on industry frontiers.

Engagement

Visit to Yantai Financial Services

The Institute visited Yantai Financial Services, extending its industry observation network to the Shandong peninsula and engaging in exchange around fintech, cross-border investment, and professional training topics.

Industry

Qingdao Global Venture Capital Conference and Visit to the Jinjialing Financial Cluster Administrative Committee

On May 13, 2023, HKAWM participated in the Qingdao Global Venture Capital Conference and visited the Jinjialing Financial Cluster Administrative Committee. The visit extended the Institute’s industry network to the Shandong Peninsula, with discussions on cross-border financial cooperation between the Greater Bay Area and the Bohai Rim region.

Related coverage:Hong Kong Commercial DailyRead original

Industry

Visit to Shenzhen Investment Fund Association & Xiangmihu International Venture Capital District

The Institute's delegation visited the Shenzhen Investment Fund Association and the Xiangmihu International Venture Capital District, gaining first-hand insight into the latest developments of the mainland fund industry and the venture capital ecosystem. Discussions around cross-border fund cooperation laid the groundwork for jointly hosted training programmes that followed.

Related coverage:Hong Kong Commercial DailyRead original

Engagement

Global Wealth Management Centre Inauguration

The Institute attended the inauguration of the Global Wealth Management Centre, engaging in dialogue around cross-border wealth management collaboration. The Institute follows topics of resource integration and ecosystem-building in the GBA wealth management sector.

Related coverage:Futian District Government / DuteRead original

Industry

"Shenzhen (Futian) – Hong Kong" Trade & Economic Cooperation Forum

On February 24, 2023, HKAWM attended the "Shenzhen (Futian) – Hong Kong" trade and economic cooperation forum at the Hong Kong Convention and Exhibition Centre, joining government representatives and business leaders from both sides to explore the latest trends and opportunities in cross-border collaboration — building bridges for deeper interconnection between the two financial markets.

Related coverage:Futian District GovernmentRead original

Engagement with the Shenzhen Financial Chamber of Commerce · View related activity

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