Sponsors and Knowledge Partners

Industrial and Commercial Bank of China (Asia) Limited

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 57 retail outlets (including 29 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.

中国工商银行(亚洲)有限公司(“工银亚洲”)是目前全中国最大商业银行 – 中国工商银行股份有限公司(“中国工商银行”)在境外的业务旗舰,亦为香港具本地系统重要性银行之一。目前,工银亚洲在港设有57间零售网点(其中29间为“理财金账户”中心)。业务范围包括商业银行、投资银行及证券、保险、基金等综合金融服务,经营重点为企业银行、零售银行及金融市场等业务。工银亚洲之全资附属公司华商银行及工银资管(全球)有限公司,分别专注于中国内地人民币业务及中国工商银行集团全球资产管理业务。

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Haitong International Securities Group Limited

Haitong International Securities Group Limited (“Haitong International”; Stock Code: 665.HK) is an international financial institution with established presence in Hong Kong and a rapidly expanding network across the globe. It strives to serve as a bridge linking up the Chinese and overseas capital markets. The parent company of Haitong International is Haitong Securities Co. Ltd (“Haitong Securities”, Stock Code: 600837.SH; 6837.HK).

To date, Haitong International has well positioned to serve corporate, institutional, as well as retail and high-net worth clients worldwide. Its well-established financial services platform provides a full spectrum of financial offerings including wealth management, corporate finance, asset management, institutional clients (key businesses include fixed income, currency and commodities (FICC), financial products, prime brokerage, equity research, sales and trading) and investment businesses. Haitong International possesses a sound risk management system that is in line with international standards. The company has been assigned a “Baa2” long-term issuer rating by Moody’s and a “BBB” long-term credit rating by Standard and Poor’s. Haitong International has a global financial servicing network covering the world’s major capital markets including Hong Kong, Singapore, New York, London, Tokyo, Mumbai and Sydney, thereby making it to be a world-class Chinese financial institution with international competitiveness, systemic importance and brand influence.

海通国际证券集团有限公司(「海通国际」,股份代号:665.HK)是一家立足香港, 面向全球的国际金融机构,致力于成为连接中国与海外资本市场的桥梁。母公司为海通证券股份有限公司(股份代号:600837.SH,6837.HK)。


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EY is a global leader in assurance, tax, strategy, transaction and consulting services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. For more information about our organization, please visit ey.com.


安永是指 Ernst & Young Global Limited 的全球组织,也可指其一家或以上的成员机构,各成员机构都是独立的法人实体。 Ernst & Young Global Limited 是英国一家担保有限公司,并不向客户提供服务。请登录ey.com/cn/zh/home/privacy,了解安永如何收集及使用个人信息,以及个人信息法律保护下个人所拥有权利的描述。如欲进一步了解安永,请浏览 ey.com。

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Calastone is the largest global funds network, connecting the world’s leading financial organisations. Our mission is to help the funds industry transform by creating innovative new ways to automate and digitalise the global investment funds marketplace, reducing frictional costs and lowering operational risk to the benefit of all. Through this, we generate the opportunity for the industry to deliver greater value back to the end investor.

Over 2,300 clients in 43 countries and territories benefit from Calastone’s services, processing £200 billion of investment value each month.

Calastone is headquartered in London and has offices in Luxembourg, Hong Kong, Taipei, Singapore, New York, Milan and Sydney.

Calastone 是全球最大的基金交易网络,连接着许多世界领先的金融机构。我们的使命是通过科技将资产管理市场进行自动化和数码化的转型,从而减少摩擦成 本及降低营运风险,为最终投资者带来更大的价值。

Calastone 现于全球 43 个国家和地区拥有超过 2,300 个金融机构客户,每月处理超过2,000 亿英镑的交易金额。

Calastone 的总部位于伦敦,并于卢森堡、香港、台湾、新加坡、纽约、意大利和悉尼均设有办事处。video

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DWS Group

DWS Group (DWS) is one of the world’s leading asset managers with EUR 169bn of assets under management (as of 30 September 2020). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source of integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management - as well as our deep environmental, social and governance focus - complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically. DWS wants to innovate and shape the future of investing: with approximately 3,400 employees in offices all over the world, we are local while being one global team. We are investors - entrusted to build the best foundation for our clients’ future.

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Supporting Partners

Hong Kong Exchanges and Clearing Limited

Hong Kong Exchanges and Clearing Limited (HKEX) is one of the world’s major exchange groups, and operates a range of equity, commodity, fixed income and currency markets. HKEX is the world’s leading IPO market and as Hong Kong’s only securities and derivatives exchange and sole operator of its clearing houses, it is uniquely placed to offer regional and international investors access to Asia’s most vibrant markets.

HKEX is also the global leader in metals trading, through its wholly owned subsidiaries, The London Metal Exchange (LME) and LME Clear Limited. This commodity franchise was further enhanced with the launch of Qianhai Mercantile Exchange, in China, in 2018.

HKEX launched the pioneering Shanghai-Hong Kong Stock Connect programme in 2014, further expanded with the launch of Shenzhen Connect in 2016, and the launch of Bond Connect in 2017.

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Invest Hong Kong, The Government of Hong Kong Special Administrative Region

InvestHK’s vision is to strengthen Hong Kong’s status as the leading international business location in Asia. Our mission is to attract and retain foreign direct investment which is of strategic importance to the economic development of Hong Kong. In all our services, we apply the following core values: passion, integrity, professionalism, customer service, business friendliness and responsiveness.

We work with overseas and Mainland entrepreneurs, SMEs and multinationals that wish to set up an office – or expand their existing business – in Hong Kong.

We offer free advice and services to support companies from the planning stage right through to the launch and expansion of their business.

InvestHK is led by the Director-General of Investment Promotion, Stephen Phillips. Based in our head office in Hong Kong, Mr Phillips is supported by three Associate Directors-General: Jimmy Chiang, Charles Ng and Vincent Tang and Chief Marketing Officer Edith Wong.



投资推广署由署长傅仲森 (Stephen Phillips) 领导,总办事处设于香港,其他主要首长级人员包括助理署长蒋学礼、吴国才、邓智良, 以及市场推广总监黄淑贤。

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Hong Kong Monetary Authority

The Hong Kong Monetary Authority (HKMA) is Hong Kong’s central banking institution. It was established on 1 April 1993 by merging the Office of the Exchange Fund and the Office of the Commissioner of Banking. The HKMA's four main functions are:

● maintaining currency stability within the framework of the Linked Exchange Rate System;

● promoting the stability and integrity of the financial system, including the banking system;

● helping to maintain Hong Kong's status as an international financial centre, including the maintenance and

● development of Hong Kong's financial infrastructure; and managing the Exchange Fund.


● 在联系汇率制度的架构内维持货币稳定;

● 促进金融体系,包括银行体系的稳定与健全;

● 协助巩固香港的国际金融中心地位,包括维持与发展香港的金融基建;

● 及管理外汇基金。

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Hong Kong Trade Development Council

The Hong Kong Trade Development Council (HKTDC) is a statutory body established in 1966 to promote, assist and develop Hong Kong's trade. With 50 offices globally, including 13 in Mainland China, the HKTDC promotes Hong Kong as a two-way global investment and business hub.

The HKTDC organises international exhibitions, conferences and business missions to create business opportunities for companies, particularly small and medium-sized enterprises (SMEs), in the mainland and international markets. The HKTDC also provides up-to-date market insights and product information via trade publications, research reports and digital news channels.

香港贸易发展局(香港贸发局)是於 1966 年成立的法定机构,负责促进、协助和发展香港贸易。香港贸发局在世界各地设有 50 个办事处,其中 13 个设於中国内地,致力推广本港作为双向环球投资及商业枢纽。香港贸发局通过举办国际展览会、会议及商贸考察团,为企业(尤其是中小企)开拓内地和环球市场的机遇。香港贸发局亦通过产品杂志、研究报告和数码资讯平台,提供最新的市场分析和产品资讯。

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Financial Services Development Council

The FSDC was established in 2013 by the Hong Kong Special Administrative Region Government as a high-level, cross-sectoral advisory body to engage the industry in formulating proposals to promote the further development of the financial services industry of Hong Kong and to map out the strategic direction for the development.

The FSDC has been incorporated as a company limited by guarantee with effect from September 2018 to allow it to better discharge its functions through research, market promotion and human capital development with more flexibility.


金发局在 2018 年 9 月注册成为担保有限公司,使其在研究、市场推广和培育人才等方面能更灵活地履行其职能。

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The Association of Corporate Treasurers

The Association of Corporate Treasurers (ACT) is the only professional treasury body with a Royal Charter. We set the global benchmark for treasury excellence and lead the profession through our internationally recognised qualifications, by defining standards and by championing continuing professional development. We are the authentic voice of the treasury profession representing the interests of the real economy and educating, supporting and leading the treasurers of today and tomorrow.

Our Vision:

That treasury everywhere has the highest standards of professionalism, bringing success to organisations and creating strong economies through the strategic balancing of financial risks and opportunities.

Our Mission:

To embed the highest standards of professionalism and integrity in the treasury world, and act as its leading advocate. video

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Supporting Organizations

Chong Hing Bank Limited

Chong Hing Bank Limited was founded in Hong Kong in 1948. The Bank has been listed on the main board of the Stock Exchange of Hong Kong (Stock code: 01111) since 1994. It became a member of Yuexiu Group in 2014.

Chong Hing Bank and its subsidiaries (including Chong Hing Securities Limited and Chong Hing Insurance Company Limited) offer comprehensive commercial banking and financial services to individual and corporate customers. These services include HKD and foreign currency deposits, credit, foreign exchange, wealth management, investment, securities and insurance, among other products. In addition, the Bank has joined hands with a number of financial institutions in Hong Kong and is one of the founding members of BCT Group, which provides a full range of mandatory provident fund services to customers.

Chong Hing Bank currently operates a network of more than 30 branches in Hong Kong. It also has branches in Guangzhou, Shenzhen, Shanghai, Shantou and Macau, and sub branches in Guangzhou Tianhe District, Foshan Nanhai District, Foshan

Chancheng District, Nansha and Hengqin.

创兴银行有限公司(「创兴银行」)于 1948 年在香港成立, 1994 年在香港联合交易所上市(股份代号: 01111 2014 年成为越秀集团成员。

创兴银行及其附属公司(包括创兴证券有限公司及创兴保险有限公司)为个人 及企业客户提供全面商业银行及金融服务,其中包括港币及外币存款、信贷、外汇交易、财富管理、投资、证券、保险等各项产品及服务。此外, 创兴银行联同多间本地金融机构成立 BCT 银联集团,为客户提供全方位强积金服务。


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Chartered Institute of Management Accountants

The Chartered Institute of Management Accountants (CIMA), founded in 1919, is the world’s leading and largest professional body of management accountants. As part of the Association of International Certified Professional Accountants (the Association) its members and students operate in 179 countries, working at the heart of business. CIMA members and students work in industry, commerce, the public sector and not-for-profit organizations. CIMA works closely with employers and sponsors leading-edge research, constantly updating its qualification, professional experience requirements and continuing professional development to ensure it remains the employers’ choice when recruiting financially-trained business leaders.

CIMA特许管理会计师公会成立于1919年,是全球最大的、领先的管理会计师专业组织,作为国际注册专业会计师公会的组成部分,在全球179个国家和地区拥有众多会员和学员,遍布于各大工商企业、公共部门和非营利机构。CIMA 与雇主们紧密合作,致力于前沿研究,不断更新专业资质、提升职业经验要求并持续推进职业发展,确保在招聘受过财务培训的商界领袖时成为雇主首选。

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Hong Kong Institute of Certified Public Accountants

The Hong Kong Institute of Certified Public Accountants ("HKICPA") is the statutory body established by the Professional Accountants Ordinance responsible for the professional training, development and regulation of certified public accountants in Hong Kong. The Institute has over 46,000 members and 18,000 registered students.

Our qualification programme assures the quality of entry into the profession, and we promulgate financial reporting, auditing and ethical standards that safeguard Hong Kong's leadership as an international financial centre.

The CPA designation is a top qualification recognised globally. The Institute is a member of and actively contributes to the work of the Global Accounting Alliance and International Federation of Accountants.

香港会计师公会是根据《专业会计师条例》成立的法定机构,负责培训、发展和监管本 港的会计专业。公会会员逾 46,000 名,学生人数逾 18,000。

公会开办专业资格课程,确保会计师的入职质素,同时颁布财务报告、审计及专业操 守的准则,以巩固香港作为国际金融中心的领导地位。

CPA 会计师是一个获国际认可的顶尖专业资格。公会是全球会计聯盟及国际会计师联 合会的成员之一,积极推动国际专业发展。

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Treasury Markets Association

The Treasury Markets Association (TMA) was incorporated through the institutionalisation of the Treasury Markets Forum of Hong Kong and the merger with ACI-The Financial Markets Association of Hong Kong in 2005. Principal functions of the TMA include promoting co-operation and synergy among market practitioners with a view to enhancing professionalism and the overall competitiveness of the treasury markets in Hong Kong, thereby maintaining the role as an international financial centre.

The mission of the Treasury Markets Association (TMA) is to further promote the professionalism and competitiveness of the treasury markets in Hong Kong through the following functions:

  • Developing appropriate codes and standards for the treasury markets
  • Promoting market and product development
  • Enhancing the professionalism of market practitioners
  • Promoting Hong Kong as the preferred hub for treasury market businesses in the Asia Pacific region



  • 为财资市场制定适当的守则及标准
  • 促进市场及产品发展
  • 鼓励市场从业员不断提升专业水平
  • 推动香港成为亚太区首选财资市场的地位
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