Hong Kong · Since 2023
The Hong Kong Asset and Wealth Management Institute (HKAWM) is a professional organisation that brings together senior practitioners across Hong Kong's asset and wealth management sector — built on professionalism, driven by service, powered by innovation.
About the Institute
The Hong Kong Asset and Wealth Management Institute (HKAWM) is a professional organisation officially established in Hong Kong on 30 January 2023. Founded by senior practitioners across the territory's asset and wealth management sector and adjacent fields, the Institute is committed to deepening engagement in the Guangdong-Hong Kong-Macao Greater Bay Area, advancing professional capacity-building and serving the broader development of the industry.
2023
Year of establishment
100+
Licensed professional members
Guangdong · HK · Macao
Greater
Bay Area
Strategic regional focus
Vision
Raising the bar of professional competence across the industry, fostering innovation, and pursuing excellence through continuous training and shared expertise.
Advancing the industry's transition towards intelligent, digital-native operations — reshaping how asset and wealth management services are delivered.
Building a two-way bridge between Hong Kong, mainland China and the broader Asia-Pacific — enabling cross-border collaboration and capital flows.
Core Values
Professionalism
Grounded in deep expertise. Upholding the highest standards in the industry.
Innovation
Embracing change. Meeting industry challenges with new thinking and tools.
Openness
Connecting industry, academia and regulators across diverse perspectives.
Integration
Bridging the GBA and beyond. Building new frameworks for industry collaboration.
Online Learning
Course content is developed by industry experts and presented by AI — professional, consistent and available on demand. Coverage spans the SFC's Type 1–13 regulated activities, alongside ethics & compliance, virtual assets, fintech and ESG. With H5P interactive video, knowledge assessments and digital certificates, the platform offers practitioners a structured, professional path for continuing development.
Authored by industry experts, presented by AI
H5P interactive lessons
Issued upon completion
Personalised learning path
Course areas · Mandarin & Cantonese
Core
Regulated activities (SFC Type 1–13)
Virtual assets
Specialist
Skills
By the Numbers
100+
Licensed professional members
60+
Licensed firms represented
670+
Cumulative learning hours
RO / LR split (licensed individuals)
Members' SFC licence coverage
Members may hold multiple regulated-activity licences
Licence Check
Search the SFC Public Register of Licensed Persons and Registered Institutions by name or company name.
You will be redirected to the SFC's official website; numbers and details are subject to the SFC's records.
News & Activities
2024 · Industry Exchange
Industry-level exchange on financial innovation, business education and corporate services — exploring multi-faceted dialogue on cross-border financial cooperation between Shenzhen and Hong Kong.
2024 · Hosted by HKAWM
Aligned with the "Wealth Management Connect 2.0" framework — convening senior practitioners and academic experts to develop a new generation of cross-border financial professionals.
2024 · Industry Exchange
In-depth discussion on the frontier of cross-border fund collaboration — observing developments in interconnection between the two markets' fund industries.
2024 · Policy Exchange
Joining mainland family office practitioners to learn about Hong Kong's latest family office policies — building two-way communication channels.
2024 · Industry Activity
Attending an important industry milestone, engaging in dialogue around resource integration and service collaboration in the GBA wealth management sector.
2023 · Industry Activity
Participating in venture capital sector activities across the GBA, extending the Institute's industry observation network to broader financial centres.
Contact
Whether for industry collaboration, membership, media or general enquiries, we'd be glad to hear from you.
Address
3/F., Golden Gate Commercial Building,
136-138 Austin Road, Tsim Sha Tsui,
Kowloon, Hong Kong
香港九龍尖沙咀柯士甸道 136-138 號 金門商業大廈 3 樓
