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Bowman & Fitzhugh

Bowman and Fitzhugh Capital provides tailor made solutions for UHNWI, family offices, fund managers, and private holdings.

Along with our group companies in financial advisory and payments settlements, with global coverage across four continents and eight

26/10/2026

A well-considered fund structure involves more than choosing where to operate. It also means understanding how tax treatment, investment-management activities and regulatory requirements fit together.

Hong Kong’s carried-interest concession may offer potential tax advantages for qualifying arrangements, making it worth exploring as part of your broader fund-structuring strategy.

Key considerations include:

• Structuring with clarity: Understand how your fund arrangements and activities affect eligibility.
• Potential tax efficiency: Assess whether preferential tax treatment could improve the after-tax economics of qualifying carried interest.
• Planning for the future: Consider tax implications alongside operational needs and long-term fund objectives.

The benefits depend on the specific arrangement and applicable eligibility requirements. A thorough assessment can help you make more informed decisions before implementing structural changes.

Explore the framework and review your options.

Professional Investors Only. Educational content only. This is not financial advice, legal advice or tax advice.

23/10/2026

Carried interest can play an important role in your long-term wealth strategy. Understanding how it is taxed can help you make more informed decisions about what you retain and how you plan for the future.

Hong Kong’s carried-interest concession may offer preferential tax treatment for qualifying arrangements, potentially supporting:

• Better after-tax outcomes by reducing the tax burden where the applicable concession applies.
• More informed financial planning by considering tax implications in your long-term remuneration and wealth strategy.
• Greater clarity in decision-making by understanding eligibility requirements before making changes to your fund structure.

The potential benefits depend on your specific circumstances, the relevant requirements and how your arrangement is structured.

If you’re a fund manager or investment professional involved in carried interest, exploring the framework could be a valuable next step.

Understand your options. Get in touch to learn more.

Professional Investors Only. Educational content only. This is not financial advice, legal advice or tax advice.

21/10/2026

Hong Kong offers more than a financial hub. For fund managers and investment professionals, it may also present opportunities to explore the tax treatment of qualifying carried interest.

The potential benefits go beyond tax considerations:

• Financial ecosystem: Operate within an established international financial centre.

• Tax efficiency: Explore preferential tax treatment for qualifying carried-interest arrangements.

• Strategic positioning: Consider how Hong Kong fits into your long-term fund-management plans.

The right approach depends on your fund structure, relevant activities, eligibility and substance requirements. Understanding these factors is essential before making any decisions.

Could Hong Kong's carried-interest framework be relevant to your business?

Explore the framework or contact us to learn more.

Professional Investors Only. Educational content only. This is not financial advice, legal advice or tax advice.

19/10/2026

Why do investors and fund managers consider Hong Kong?

Its appeal can extend beyond taxation. Hong Kong offers an established financial services sector, connections to Asian markets and an environment for investment and fund-management activities.

For eligible fund structures, Schedule 16C may provide an additional tax consideration through preferential treatment of qualifying carried interest.

The potential benefits depend on the investor's objectives and the specific arrangement. Establishing a presence in Hong Kong does not automatically make an investment or carried interest eligible.

Could Hong Kong align with your investment strategy?

Contact us to explore the framework.

Professional Investors Only. Educational content only. Not financial, legal or tax advice.

15/10/2026

For investors and fund professionals, choosing where to structure and manage investments can have a significant impact on long-term outcomes.

Hong Kong offers a combination of:

• A well-established financial ecosystem
• Access to Asian investment markets
• A strong fund-management environment
• Potential tax advantages for qualifying carried-interest arrangements

Its Schedule 16C framework may provide preferential tax treatment for qualifying carried interest, subject to the relevant requirements.

The question is not simply whether Hong Kong has an attractive tax framework.

It’s whether Hong Kong makes sense for your investment strategy.

Explore the opportunity →

Professional Investors Only. Educational content only. This is not financial advice. This is not legal or tax advice.

12/10/2026

A single ETF and a managed income portfolio may pursue similar objectives, but the way they achieve those objectives can be very different.

A single ETF generally follows a defined strategy and fixed methodology, while a managed portfolio may allow for active allocation, position sizing, diversification, and ongoing monitoring as market conditions evolve.

The distinction isn’t simply about the number of holdings. It’s about the difference between owning an investment instrument and managing a complete portfolio.

Learn how it works →

Professional Investors Only. Educational content only. This is not financial advice.

09/10/2026

Income investing is often reduced to one question: what’s the yield?

But there’s more to consider.

The Bowman Fitzhugh Income Fund takes a broader approach, seeking portfolio income while maintaining exposure to opportunities for capital growth.

With a focus on income generation, growth participation, and active management, the strategy looks beyond what an investment can deliver today and considers its potential role over time.

Because an income strategy can be about more than income alone.

Educational content only. This is not financial advice.

07/10/2026

Income is about more than the headline yield.

The Bowman Fitzhugh Income Fund is designed to pursue attractive income while maintaining a disciplined approach to capital, diversification and risk.

Our approach considers the quality of income, underlying portfolio value, diversification, risk and liquidity because a high yield alone doesn’t tell the full story.

Explore the Bowman Fitzhugh Income Fund.

Professional Investors Only. Educational content only. This is not financial advice.

05/10/2026

Before allocating to an income fund, look beyond the headline yield.

A high yield can attract attention but understanding where the income comes from, how the portfolio is constructed, and what risks are being taken gives investors a clearer picture of the strategy.

At Bowman Fitzhugh, five areas help shape how we assess and monitor an income portfolio:

• Income quality — understanding how distributions are generated
• NAV discipline — monitoring underlying portfolio value
• Portfolio construction — diversifying sources of income
• Risk management — considering concentration, volatility and downside exposure
• Liquidity — maintaining flexibility as markets change

These considerations are designed to help investors look beyond the headline number and understand the quality, discipline and risks behind an income strategy.

Explore the Bowman Fitzhugh Income Fund →

Professional Investors Only. Educational content only. This is not financial advice.

01/10/2026

Income today shouldn’t necessarily come at the expense of growth tomorrow.

Our Income ETF Strategy is designed to pursue current income while maintaining exposure to longer-term capital appreciation, with diversification and risk management considered as part of the portfolio.

The objective isn’t simply to maximise today’s yield. It’s about finding an appropriate balance between income generation, capital growth and risk over the investment horizon.

Explore our Income ETF Strategy.

Professional Investors Only. Educational content only. This is not financial advice.

Address

Hong Kong Head Office Bowman And Fitzhugh Capital Limited Unit 701, The Workstation 43 Lyndhurst Terrace
Hong Kong

Website

https://bfcapital.com/

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