当前位置:首页 >英文主页 >中英对照 > 报告详情

香港金融管理局:2026超越财富:透过慈善、影响力投资及风险管理推动香港家族办公室生态圈发展报告(英文版)(69页).pdf

上传人: 1****1 编号:1158038 2026-03-17 69页 2.97MB

下载:

1、Hong Kong Institute for Monetary and Financial ResearchHKIMR Applied Research Report No.1/2026Beyond WealthMarch 2026Advancing Hong Kongs Family Office Ecosystem Through Philanthropy,Impact Investing,and Risk ManagementContentsPagesForeword2Acknowledgements3Executive Summary4Chapter 1Benefitting the

2、 Economy through the Development of the Family Office Ecosystem8The diverse benefits of a vibrant family office ecosystemChapter 2Overview of the Family Office Sector16Mission as a compass for family office functions and prioritiesChapter 3The Family Office Ecosystem in Practice:Evidence from Stakeh

3、olders Survey and Interviews25Shedding light on the family office ecosystem in Hong KongChapter 4FO Incentives,Private Social Investing and Risk Management:Local and Global Perspectives39Relevant policy initiatives across jurisdictionsChapter 5Considerations for Further Developments52Sustaining the

4、growth of the family office ecosystem by reinforcing Hong Kongs unique advantages while developing new capacitiesConclusion59Appendix A:Background of the FO Survey60Appendix B:List of Abbreviations63Appendix C:Glossary of Technical Terms65Appendix D:References662Beyond WealthForewordThe global finan

5、cial services industry is evolving rapidly as affluent families increasingly seek tailored wealth management solutions that reflect both financial aspirations and personal goals.Family offices(FOs)have emerged as key players in this evolving landscape,offering customised services that help families

6、achieve goals such as investment growth and asset protection.Beyond financial objectives,families increasingly align their wealth with sustainability and social responsibility objectives amid global challenges,prompting FOs to consider private social investments,which are strategies for deploying ca

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **香港家族办公室(FO)生态快速发展**:截至2025年底,香港单一家族办公室数量达3,380家,两年增长25%(Deloitte, 2026),巩固其作为亚洲顶级财富管理中心地位。 2. **核心功能与趋势**: - **财富管理**:81%受访FO管理资产超5000万美元,44%超10亿美元,偏好另类资产(如PE、VC)及协作投资(PwC, 2024)。 - **风险管理**:75%FO提供专业顾问与风险管理服务,未来三年投资相关风险产品购买率预计从54%升至78%。 - **社会投资**:45%FO参与慈善,30%涉足影响力投资,未来三年预计分别增至64%和43%,聚焦教育、医疗及环境。 3. **人才与挑战**:83%FO认为人才充足,但面临行业知名度低、专业技能短缺及国际竞争问题。 4. **政策与全球竞争**:香港通过税收优惠(如FIHV免税)、移民计划及绿色金融(如代币化绿色债券)吸引FO,同时需强化家族治理、科技应用及网络生态建设。
家办如何助力经济? 私人投资有何新趋势? 风险管理如何协同?
客服
商务合作
小程序
服务号
折叠