【Yuzé Xiangjiang】Yuzé Xiangjiang Summit Forum will be held from March 23 to 24, with the theme "Building Heritage" Xu Zhengyu: Hong Kong highlights the unique advantage of "Safe Harbor"

The 4th “Wealth for Good in Hong Kong” Summit will be held on March 23-24. Secretary for Financial Services and the Treasury, Christopher Hui, stated that amid increasing global geopolitical uncertainties, Hong Kong is highlighting its unique advantage as a “safe haven.” In this era of major changes, Hong Kong’s forward-looking policies and stable institutions are even more valuable—free from war risks, with capital flowing freely, a deep and resilient capital market, and a comprehensive regulatory framework. Coupled with long-term plans aligned with national development, Hong Kong has become the top choice for high-net-worth individuals and family offices worldwide to reallocate assets.

Hui mentioned that industry experts are noting that wealthy investors are reassessing global asset allocations, favoring Hong Kong to seek a more stable safe haven. This trend further enhances Hong Kong’s attractiveness as a global hub for family offices, resonating with the summit’s theme—“Building Lasting Legacies”—which emphasizes that in uncertain times, a robust institutional foundation is the best guarantee for wealth preservation and value transfer.

Three Key Areas Showcase Hong Kong’s Strength and Development Potential

Entering its fourth edition, themed “Building Legacies,” the summit highlights the ongoing growth of family office assets and generational wealth transfer. It will focus on three main areas to demonstrate Hong Kong’s strength and potential to the global family office community—“Asset Management Advantages in Achieving Family Wealth Transfer,” “Cultural and Value Foundations Nurturing a Thriving Market,”****“Smart Technology Innovation Driving Capital Appreciation,”—working together to help families pass down wealth and spiritual values across generations and create enduring legacies.

Hui stated that Hong Kong has always been an ideal base for family offices, supported by a deep asset management tradition and professional services system that sustain long-term wealth transfer. The SAR government aligns with the national “14th Five-Year Plan” and has introduced multiple policies to attract global family offices, strengthening Hong Kong’s position as an international financial and asset management center. Since the launch of the “Policy Declaration on Developing Family Office Business in Hong Kong,” significant progress has been made in tax incentives, talent attraction, investment facilitation, and ecosystem development, steadily expanding the local industry.

Recent data shows that by the end of last year, the number of single-family offices (SFOs) in Hong Kong exceeded 3,380, a growth of over 20% in two years, with half managing assets over $51 million USD. This sustained growth reflects Hong Kong’s appeal as a stable and secure hub for wealth transfer amid increasingly complex global circumstances.

In-Depth Discussions on Cross-Generation Asset Allocation and Impact Investing

To facilitate further exchange of experience, the summit will invite top family office decision-makers and heirs to explore topics such as cross-generational asset allocation, impact investing, charitable legacy, and family governance—aiming to inspire ways to extend family spirit and influence with wisdom and foresight.

In last year’s policy address, the Chief Executive highlighted that intellectual property is an intangible asset protected by Hong Kong law and a cornerstone of innovation and creativity. Accordingly, the summit will feature discussions with Hong Kong-based creative brands that have successfully expanded internationally and international brands deeply rooted locally. From branding and digital marketing perspectives, they will explore how Hong Kong’s market advantages and the vast mainland market can deepen brand and community engagement, helping family office investors seize business opportunities.

Hui pointed out that artificial intelligence, embodied intelligence, and biological research are leading a new wave of technological revolution, opening investment opportunities for global family capital. Last year, Hong Kong saw 119 new listings raising over HKD 280 billion, ranking first worldwide. About 70% of these were in information technology, biotechnology, new energy, and advanced manufacturing, demonstrating a trend driven by innovation.

Supported by policies, Hong Kong is actively building itself into a global hub for AI technology. The latest Budget explicitly promotes “AI+” development through infrastructure, resource investment, and industry chain collaboration to facilitate economic transformation. It also advances the development of the Northern Metropolis through government, tech companies, and developers working together, aligning land and enterprise resources with industrial growth—highlighting Hong Kong’s proactive role in supporting the modernization of the national industrial system.

The Summit Will Open with a Robot Performance

To showcase the power of intelligent innovation, the opening of the summit will feature a robot performance demonstrating the rapid development of mainland robotics technology. Industry leaders in AI and robotics will also share insights on emerging trends, discussing how family capital can identify opportunities amid technological innovation and balance strategic investments with自主创新 (independent innovation).

Hui said, “Wealth for Good in Hong Kong” not only unites global family communities in confidence and vision for the future but also reflects Hong Kong’s role as a bridge connecting the past and the future, linking the world. In a rapidly changing global landscape, Hong Kong’s forward-looking policies, stable institutions, and “safe haven” positioning give it a unique competitive edge.