Jurisdiction
Key Advantages of Hong Kong’s Wealth Management Jurisdiction for International Clients
Strategic Tax Framework
- Tax Concessions: Family offices enjoy 0% tax on capital gains/dividends for accredited funds, with profits tax exemptions for qualifying transactions (e.g., securities, FX). Special incentives for charitable setups further enhance tax efficiency for philanthropic portfolios.
- No VAT/GST: Cross-border asset transfers avoid indirect taxes, critical for multi-jurisdictional estate planning.
Multi Global Market Access
- Gateway to China: Through Stock/Bond Connect programs, international clients gain exposure to mainland equities (A-shares) and bonds (CIBM) via Hong Kong’s offshore RMB (CNH) liquidity pool.
- Global Connectivity: CMU (Central Moneymarkets Unit) links with Euroclear/Clearstream, enabling real-time settlement in 15 currencies (including ESG bonds) for 24/5 trading cycles.
Robust Regulatory Ecosystem
- SFC Oversight: Mandates compliance with FATF anti-money laundering standards and MiFID II-style suitability requirements, ensuring alignment with EU/US investor protection norms.
- Common Law Foundation: Enforceable trust structures (e.g., STAR trusts for dynastic wealth) with precedents from English courts, providing legal certainty for dispute resolution.
Sophisticated Product Suite
- ESG Innovations: HKMA’s Green Bond Grant Scheme subsidizes SLB issuance costs (up to HKD 2.5M per issuer), aligning with EU Taxonomy disclosures.
- Private Market Solutions: Family offices leverage HKEX’s SPAC regime (post-2022 reforms) for pre-IPO investments, combined with QFII quotas for mainland private equity exposure.
Cross-Border Infrastructure
- Integrated Custody: Multiple, international banks offering omnibus accounts with multi-currency pooling (USD, EUR, GBP, CNY), streamlining FX hedging via deliverable forwards.
- Efficient Succession: Use of Article 5 HAMA (Hong Kong Matrimonial Ordinance) for prenuptial agreements, complementing BVI/Singapore trusts in multi-generational planning.
Client Services
Take control of your international portfolio through Hong Kong’s premier gateway for wealth management. Our strategic location, tax-efficient structures, and unparalleled access to both Asian and global markets position you for optimal growth.