Hong Kong Fiduciary Association

22/06/2026

💹 Hong Kong reinforces its defensive multi-asset allocation framework

The Hong Kong Exchange Fund recorded HK$34.5 billion in investment income in the first quarter. Despite pressure on global equity markets amid geopolitical tensions and interest rate volatility, gains from bonds and foreign exchange investments effectively offset equity losses, underscoring the growing importance of diversified asset allocation strategies.

From a portfolio perspective, the Hong Kong Monetary Authority noted that the proportion of US dollar assets has fallen below 80%, with further diversification expected going forward to enhance risk dispersion and strengthen overall portfolio resilience. At the same time, the Fund continues to favour shorter-duration assets to maintain liquidity and mitigate the impact of interest rate fluctuations.

As global uncertainty intensifies, capital management frameworks are increasingly evolving beyond pure return generation towards a more balanced approach that prioritises liquidity, capital preservation, and volatility resilience.

🔗 Read more: https://www.wenweipo.com/a/202605/04/AP69f8093de4b0b49ad1b9730a.html

💹 香港强化多元资产配置防御体系

香港外汇基金今年首季录得345亿港元投资收入，尽管全球股市受地缘局势及利率波动影响承压，债券及外汇投资收益仍有效抵销股票市场亏损，反映多元化配置的重要性持续提升。

在资产结构方面，金管局表示，美元资产占比已低于80%，未来将进一步推进多元化配置策略，以分散风险并强化整体投资韧性。与此同时，投资组合亦持续倾向短年期资产，以提升流动性并降低利率波动影响。

当前全球市场不确定性上升，资金管理逻辑正由单一回报导向，逐步转向兼顾流动性、安全性与抗波动能力的综合配置框架。

🔗 更多详情请阅读原文：https://www.wenweipo.com/a/202605/04/AP69f8093de4b0b49ad1b9730a.html

For further information: https://trusthongkong.com
Contact us: https://wa.link/ol2ko8
Instagram: https://instagram.com/hkfa.official

21/06/2026

Happy Father’s Day! 💙
On this special day, we celebrate fathers and thank them for their countless sacrifices and acts of love. 👨‍👧‍👦

父亲节快乐！💙
在这个温馨的日子里，让我们向天下父亲致敬，感谢他们无私的奉献与无尽的关爱 👨‍👧‍👦

19/06/2026

As the Dragon Boat Festival arrives, we celebrate the traditions and meaningful connections that bring us together. 🌿

Hong Kong Fiduciary Association Limited wishes you and your family for good health, happiness, and success in everything.

Wishing you a joyful and peaceful Dragon Boat Festival! 🐉✨

粽叶飘香，情意绵长🌿

在这个充满传统文化气息的节日里，香港信托协会祝愿您与家人身体健康、万事顺遂。

端午安康！🐉✨

15/06/2026

12/06/2026

【The 2026 Investment Playbook: Navigating Markets & Wealth Strategies】

📅 Date: 11 June 2026 (Thursday)
📍 Venue: Sunway University, Malaysia

The Hong Kong Fiduciary Association Limited (HKFA) was pleased to once again partner with Sunway Business Investment Society (SBIS) to host The 2026 Investment Playbook, an engaging conference exploring investment planning, wealth management, and long-term financial strategies with university students. 📈

The event featured Mr. Mong Chung Chee, President of Asia Pacific Region at Hong Kong Fiduciary Association Limited, and Mr. Izam Bin Mispardi, Director and Licensed Financial Planner at HKT Wealth Advisory, as guest speakers. Drawing on their industry experience, they shared insights on the current market environment, investment planning, and wealth management strategies, while using practical examples to help students develop a broader understanding of personal finance and long-term wealth building. 💡

During the interactive Q&A session, students actively participated in discussions on investment strategies, wealth accumulation, and future career development, reflecting a strong interest in financial planning and personal growth among the younger generation. 🙌

We would like to thank Sunway Business Investment Society (SBIS) for its strong support, as well as all participating students, for contributing to the success of this event. 🎉

HKFA remains committed to advancing financial education and promoting professional knowledge, helping more young people build sound financial foundations and prepare for a more confident future. 🤝

【The 2026 Investment Playbook: Navigating Markets & Wealth Strategies】

📅 日期：2026年6月11日（星期四）
📍 地点：马来西亚双威大学（Sunway University）

香港信托协会很荣幸再次与 Sunway Business Investment Society（SBIS）携手举办《The 2026 Investment Playbook》分享会，与大学生共同探讨投资、财富管理及长期财务规划的重要课题📈

本次活动邀请香港信托协会亚太区会长蒙重誌先生，以及 HKT Wealth Advisory 董事兼持牌财务规划师 Izam Bin Mispardi 先生担任分享嘉宾。两位嘉宾围绕当前市场环境、投资规划及财富管理策略展开分享，并结合实际案例，协助同学建立更全面的财务思维💡

互动交流环节中，在场学生踊跃提问，围绕投资布局、财富积累及未来职业发展等议题展开讨论，充分展现年轻一代对财务规划与个人成长的高度关注🙌

感谢 Sunway Business Investment Society（SBIS）的大力支持，以及学生们的积极参与，让本次活动圆满举行🎉

香港信托协会将继续推动金融教育与专业知识普及，协助更多年轻人建立正确的理财观念，为未来创造更稳健的发展基础🤝

10/06/2026

Hong Kong has officially become the world’s largest cross-border wealth management centre. 🌏

The latest report by Boston Consulting Group (BCG) highlights that Hong Kong has surpassed Switzerland as the world’s top cross-border wealth management hub.

By 2030, Hong Kong’s wealth management assets are projected to grow to US$4.6 trillion, further strengthening its position as a leading international wealth hub. 📈

🎥 Watch the video to discover the key drivers behind Hong Kong’s rise.

🔗 Read more: https://www.bcg.com/publications/2026/global-wealth-growth-in-an-era-of-reordering

香港已正式成为全球最大的跨境财富管理中心 🌏

根据波士顿咨询公司（BCG）最新报告，香港已正式超越瑞士，跃居全球最大跨境财富管理中心。市场预计，到2030年，香港财富管理规模有望进一步增长至4.6万亿美元，国际财富枢纽地位持续巩固 📈

🎥 点击影片了解香港登顶全球跨境财富管理中心背后的关键驱动力。

🔗 更多详情请阅读原文：https://www.bcg.com/publications/2026/global-wealth-growth-in-an-era-of-reordering

For further information: https://trusthongkong.com
Contact us: https://wa.link/ol2ko8
Instagram: https://instagram.com/hkfa.official

08/06/2026

Hong Kong Fiduciary Association Limited (HKFA), in collaboration with the Sunway Business Investment Society (SBIS), invites you to attend our upcoming conference. 📈

During this conference, students will gain valuable insights into how successful individuals build, protect, and preserve their wealth through changing market cycles.

📅 Date: 11 June 2026
⏰ Time: 6:30 PM to 9:00 PM
📍 Venue: JC1 Hall, Sunway University

📌 Limited slots available. Register now to save your seat.

We look forward to seeing you there. ✨

香港信托协会再次携手双威大学（SBIS），诚邀您参加即将举办的专题分享会。📈

本次分享会将带领大学生们深入了解杰出人士如何在不同市场周期中建立、守护及传承财富，并探讨长期财富规划的重要性。

📅 日期：2026年6月11日
⏰ 时间：晚上 6:30 至 9:00
📍 地点：双威大学 JC1 Hall

📌 名额有限，立即报名预留席位。

期待与您相见！✨
For further information: https://trusthongkong.com
Contact us: https://wa.link/ol2ko8
Instagram: https://instagram.com/hkfa.official

03/06/2026

📈 Hong Kong’s economic growth momentum continues to strengthen

Hong Kong’s GDP expanded by over 5.9% in the first quarter, marking its strongest first-quarter performance in five years.

Consumption, exports, and tourism all contributed in tandem, accelerating the pace of overall recovery.

Multiple institutions have revised their full-year growth forecasts upward, reflecting improving market confidence and a steadily strengthening economic foundation.

🔗 Read more: https://www.wenweipo.com/a/202605/06/AP69fa8031e4b0b49ad1b9adff.html

香港经济增长动能稳步强化📈

首季GDP增长突破5.9%，创五年来最强表现。

消费、出口与旅游三大引擎同步发力，推动整体复苏步伐加快。

多家机构上调全年增长预期，市场信心持续巩固，经济基本面稳步向好。

🔗 更多详情请阅读原文：https://www.wenweipo.com/a/202605/06/AP69fa8031e4b0b49ad1b9adff.html

For further information: https://www.trusthongkong.com
Contact us: https://wa.link/ol2ko8
Instagram: https://www.instagram.com/hkfa.official

29/05/2026

🏙️ Capital values and rental markets are recovering in tandem

Latest data shows Hong Kong’s residential price index continuing its upward trajectory, marking ten consecutive months of gains and reaching a more than two-year high, reflecting a gradual market recovery amid evolving rate expectations and returning capital flows.

Across segments, small- and medium-sized units have demonstrated more resilient price performance, supported by sustained end-user and investment demand, while larger units have recorded comparatively moderate increases.

At the same time, the rental index has also reached a new high and continued its upward trend, underscoring the strength of underlying housing demand and population mobility, further reinforcing real estate’s role as a yield-generating asset class.

🔗 Read more: https://news.rthk.hk/rthk/ch/component/k2/1852686-20260428.htm?spTabChangeable=0&fbclid=IwY2xjawRfmgpleHRuA2FlbQIxMABicmlkETFUVnNuMHNobWxyRVNDTGRKc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHmE8wpVcTT6CHslxl2_ep3zCoJNeSXnkOR8lik87eXEGjHphnsOJ8rzBF7c1_aem_rgQED0a6iSQio0brG5TZNA

🏙️ 资产价格与租赁市场同步回暖

最新数据显示，香港住宅价格指数持续上行，已连升10个月，并创逾两年新高，反映在利率预期与资金回流背景下，房地产市场逐步修复。

分类型来看，中小型单位价格表现更为稳健，显示刚需与投资需求持续支撑市场，而大型单位涨幅相对温和。

与此同时，租金指数同步创出新高并连续上升，体现出居住需求与人口流动对市场的持续支撑，进一步巩固房地产作为收益型资产的配置价值。



🔗 更多详情请阅读原文：https://news.rthk.hk/rthk/ch/component/k2/1852686-20260428.htm?spTabChangeable=0&fbclid=IwY2xjawRfmgpleHRuA2FlbQIxMABicmlkETFUVnNuMHNobWxyRVNDTGRKc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHmE8wpVcTT6CHslxl2_ep3zCoJNeSXnkOR8lik87eXEGjHphnsOJ8rzBF7c1_aem_rgQED0a6iSQio0brG5TZNA

For further information: https://www.trusthongkong.com
Contact us: https://wa.link/ol2ko8
Instagram: https://www.instagram.com/hkfa.official