HONG KONG — The 4th HED Asia Summit, hosted by Finfo Global, was successfully held in Hong Kong on March 19-20, 2026. Under the theme “From Capital to Innovation: Re-examining Asset Allocation in an Era of Transformation,” the summit brought together more than 300 decision-makers from private banks, family offices, and wealth management industries, along with over 50 industry experts. They engaged in in-depth discussions on the internationalization of the renminbi, cross-border fund structures, applications of artificial intelligence, evolution of quantitative strategies, and wealth management transformation, outlining the future direction of Asia’s financial ecosystem.
Opening Remarks: Hong Kong as a Connector of Asian and Global Capital
In his opening address, Finfo Global founder and CEO Zhu Ha emphasized that amid a new cycle of global capital redistribution, Hong Kong is increasingly playing a unique role as a gateway connecting Mainland China with the rest of the world. This position is strengthened by the accelerating internationalization of the renminbi, changes in cross-border fund structures, and a thriving family office ecosystem. Zhu highlighted the convergence of technology, regulation, and capital as reshaping the underlying logic of wealth management. As a comprehensive capital platform, Finfo Global bridges listed companies, institutional investors, and distribution channels to provide global asset managers with one-stop solutions for accessing the Chinese market.
Macro Trends and New Market Investment Strategies
On the macro front, Benjamin Deng, CEO of Sun Life Asset Management (Asia), delivered a keynote analyzing global interest rate cycle divergences and the strategic value of commodities and gold, presenting a macro roadmap for asset allocation. Asset tokenization was a key topic: Allen Li, CEO of Precision Fund Services, and moderator Janice Poon, Investor Relations Manager at Peakwater Management, focused on use cases for real-world assets (RWA) such as bonds and real estate, along with Asian regulatory frameworks. In the private credit session, Ming Bi, CEO of Genesis Financial Information Services, and Sam Clothier, Director of VI Asset Management, noted that success for private credit in Asia hinges not on the cost of capital but on local deal sourcing and legal enforceability across jurisdictions.
Offshore structures drew considerable attention: In a panel moderated by Teelie Chuan, Risk Consulting Partner at EY, panelists Henry Young (Protege Fund Services), Vanisha Harjani (Loeb Smith Attorneys), and James Yeo (Auspac Investment Management) weighed the pros and cons of Cayman, BVI, and Singapore VCC structures. They concluded that hybrid models combining onshore and offshore operations, as well as tokenized funds, will dominate trends in the next three to five years. The “Quant 2.0” panel, moderated by Alan Tse, CIO of AA Capital, featured Laurence Yang (LHG Capital Management), Roger Zhu (Winfield Global Capital), and Marcus Kim (Qraft Technologies). The panelists agreed that leveraging large language models to extract alpha signals from unstructured data—such as news and social media—is becoming a core competitive edge for quantitative strategies over traditional price-volume models.
China Opportunities and Wealth Management Transformation
Jeff Huang, CEO of Nomura Asset Management Taiwan, delivered a keynote on the shifting landscape and strategic positioning of Greater China capital markets. Tiffany Gu, Business Development Director (Greater China) at Winton, analyzed the pursuit of “true diversification,” presenting data on how CTA strategies act as a cushion during equity market downturns. Patrick Lui, Managing Director of GRT Capital Management, presented a “2026 Market Outlook” keynote, noting a shift of capital from “digital scalability” to “physical scarcity.” His proposed “HALO Asset” strategy (Hard Assets, Low Obsolescence) resonated widely with attendees.
In an ETF innovation panel moderated by Vijoy Chattergy, CEO of Molokai Capital, Keat Leong (Simplify Asset Management) and Michael Mills (Molokai Capital) emphasized that liquid, transparent ETFs have evolved beyond simple index trackers into vehicles for complex institutional strategies. A panel on fund distribution, moderated by Vickie Chong (iFAST Financial HK), analyzed the shift from traditional banking to digital, platform-led models in Asia. Don Ng, Head of Digital Assets at China Asset Management (Hong Kong), detailed the firm’s tokenization process, explaining how blockchain enables automated compliance, instant settlement, and reconciliation to solve traditional pain points.
The closing panel, moderated by Yuan Meng, APAC Relationship Director at SBAI, featured Stephen Pau (CIO, Hefeng Family Office), Darren Ng (Group CFO, WRISE Group), and Samantha Zhai (Managing Director, Heritvest Wealth Management Hong Kong). They noted that the client base in Greater China is undergoing a structural transformation, with wealthy individuals, family offices, and next-generation entrepreneurs demanding wealth management services that combine global reach with professional depth. Over the two intensive days, the 4th HED Asia Summit not only connected global capital with Asian innovation but also provided a clear strategic direction for asset allocation in uncertain markets. Finfo Global remains committed to building high-quality exchange forums that facilitate the two-way flow of global capital and Asian ingenuity.