Tracks across the
Greater Bay Area

2024

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

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.

2024

Visit to InvestHK FamilyOffice HK

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.

2023

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.

2023

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.

2023

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.

2023

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.

2023

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.

2023

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.

2023

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.

2023

Qingdao Global Venture Capital Conference & Visit to Jinjialing Financial District

The Institute attended the Qingdao Global Venture Capital Conference and visited the Jinjialing Financial District in Qingdao. Through this visit, the Institute extended its dialogue network to the Shandong peninsula, exploring cross-border financial cooperation between the Greater Bay Area and the Bohai Rim region with local financial institutions.

2023

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.

2023

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.

2023

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

The Institute participated in the "Shenzhen (Futian) – Hong Kong" trade and economic cooperation forum, 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.

2023

Visit to Shenzhen Financial Chamber of Commerce

The Institute visited the Shenzhen Financial Chamber of Commerce for an industry-level exchange covering financial innovation, business education and corporate services — engaging in dialogue around the multifaceted topics of cross-border financial cooperation between Shenzhen and Hong Kong.

The Institute continues to follow developments in cross-border financial cooperation, providing professional exchange platforms for industry practitioners.