來源The Next Web (TNW)•較早收集於 71m
歐洲家族辦公室轉向香港佈局
💡大規模資本轉向香港，預示著 AI 驅動的金融科技與財富管理工具將迎來新機會。
⚡ 30 秒速覽
有什麼變化
30 家歐洲家族辦公室正將營運轉移至香港
為什麼重要
資金湧入香港金融業可能會加速該地區對 AI 驅動的財富管理與金融科技解決方案的採用。
下一步行動
若您正在開發金融科技工具，請優先考慮針對香港財富管理市場量身打造的合規與整合功能。
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關鍵要點
- •30 家歐洲家族辦公室正將營運轉移至香港
- •此興趣佔 InvestHK 目前處理的家族辦公室案件的 19%
- •轉變由稅收優惠及更廣泛的亞洲市場佈局所驅動
🧠 深度解析
背景與延伸：來自公開資料，非原文內容。引用 30 個來源。
🔑 增強重點摘要
- •Hong Kong's tax incentives include a 0% profits tax rate for eligible Family-owned Investment Holding Vehicles (FIHVs) on qualifying transactions, provided they meet a minimum asset threshold of HK$240 million, employ at least two full-time staff, and incur HK$2 million in annual operating expenses.
- •Hong Kong officially surpassed Switzerland in 2025 to become the world's largest cross-border wealth management hub, managing US$2.95 trillion in offshore assets, with projections indicating this lead will widen to nearly US$600 billion by 2030.
- •The family office sector in Hong Kong has seen substantial growth, with the number of single-family offices increasing by over 25% in two years to approximately 3,384 by the end of 2025, contributing an estimated HK$12.6 billion annually to the local economy through operating expenditures and creating over 10,000 professional jobs.
- •A significant driver for this shift is Hong Kong's strategic position as a gateway to mainland China and the Greater Bay Area, attracting substantial capital flows and offering unique investment opportunities in sectors like technology, media, and healthcare, as well as alternative assets including digital assets.
- •The Hong Kong government has reinforced its appeal through initiatives such as the relaunch of the Capital Investment Entrant Scheme (CIES) in 2024, offering a fast-track residency pathway for individuals investing HK$30 million, and the establishment of the Hong Kong Academy for Wealth Legacy in November 2023 to foster talent.
📊 競品分析▸ Show
| Feature/Criterion | Hong Kong | Singapore | Switzerland |
|---|---|---|---|
| Cross-border AUM (2025) | US$2.95 trillion (World's Largest) | Significant growth, cross-border assets rose 10.3% in 2025, projected 9% annual growth through 2030 | US$2.94 trillion (2025, projected to grow at 6% annually) |
| Primary Market Access | Direct gateway to Mainland China & Greater Bay Area | Southeast Asia, diversified Asian hub | Western Europe, global safe haven |
| Profits Tax for FIHVs | 0% on qualifying transactions | 0% on qualifying investment income (Section 13O/13U) | Varies, generally higher corporate tax rates than HK/SG |
| Capital Gains Tax | No | No | Varies by canton and asset type, generally no federal capital gains tax for individuals on movable assets |
| Minimum AUM for Tax Concession | HK$240 million (approx. US$30.8 million) | S$20 million (effective Jan 2025) | Not directly comparable, as tax regimes differ |
| Staffing Requirement for Tax Concession | At least 2 full-time employees in Hong Kong | At least 2 Singapore-resident investment professionals | Varies by structure and local regulations |
| Operating Expenditure for Tax Concession | Minimum HK$2 million annually | Tiered local business spending (for 13O) | Varies by structure and local regulations |
| Residency Pathway | Capital Investment Entrant Scheme (CIES) relaunched 2024 (HK$30 million investment) | Global Investor Programme (GIP), various visa schemes | Various residency permits, generally more stringent |
| Regulatory Environment | Activity-based, no specific FO license (for SFOs) | Stable, transparent, Variable Capital Companies (VCC) framework | Well-established, strong banking secrecy (historically), evolving transparency |
| Number of SFOs (End 2025/2024) | 3,384 (end 2025) | >2,000 (end 2024) | Not directly comparable, different reporting methods |
| Geopolitical Stance | "One country, two systems", strong China ties | Neutrality, political stability | Neutrality, global safe haven |
🛠️ 技術深入
- Tax Concession Regime: The Inland Revenue (Amendment) (Tax Concessions for Family-owned Investment Holding Vehicles) Ordinance 2023, effective May 19, 2023, provides a 0% profits tax rate for eligible Family-owned Investment Holding Vehicles (FIHVs) and Family-owned Special Purpose Entities (FSPEs) on qualifying transactions.
- Eligibility Criteria for FIHVs:
- Must be an entity not constituting a business undertaking for general commercial or industrial purposes.
- Must be normally managed or controlled in Hong Kong.
- Must be managed by an eligible single-family office (SFO).
- Must meet a minimum asset threshold of HK$240 million (approximately US$30.8 million) in specified assets.
- Must conduct core income-generating activities across a broad range of eligible asset classes, including listed securities, bonds, deposits, foreign currencies, interests in certain funds, private companies, digital assets, and precious metals.
- Eligibility Criteria for SFOs (managing FIHVs):
- Must be a private company managed or controlled in Hong Kong.
- At least 95% of its beneficial interest must be held by members of a single family (can be reduced to 75% if a charitable entity holds up to 25%).
- Must fulfill a "safe harbour rule" where at least 75% of its assessable profits derive from services provided to the family.
- Substantial Activities Requirement: Mandates at least two full-time employees in Hong Kong and a minimum annual operating expenditure of HK$2 million (approximately US$257,000).
- Regulatory Licensing: Single-family offices operating on a cost-recovery basis and not conducting regulated activities for third parties generally do not require a license from the Securities and Futures Commission (SFC). Multi-family offices, however, typically require relevant SFC licenses.
🔮 前景展望基於引用來源的 AI 分析
Hong Kong's lead as a cross-border wealth hub will continue to expand significantly.
Boston Consulting Group projects Hong Kong's cross-border wealth to grow about 9% annually through 2030, widening the gap with Switzerland to nearly US$600 billion, driven by continued mainland China flows and a robust financial market.
The focus of family office investments in Hong Kong will increasingly shift towards alternative assets and technology-driven sectors.
Family offices in Hong Kong are showing growing interest in private equity, hedge funds, digital assets, technology/media, and healthcare, reflecting a pursuit of diversified and resilient returns.
Hong Kong will continue to attract high-net-worth individuals and talent through enhanced residency schemes and ecosystem development.
The relaunch of the Capital Investment Entrant Scheme (CIES) and the establishment of the Hong Kong Academy for Wealth Legacy are designed to attract more family offices and high-calibre talent to the city.
⏳ 時間線
2022-04-01
Profits tax concession regime for family offices becomes applicable for years of assessment commencing on or after this date.
2023-03
Hong Kong Government issues Policy Statement on Developing Family Office Businesses, outlining eight measures to attract family offices.
2023-05-19
Inland Revenue (Amendment) (Tax Concessions for Family-owned Investment Holding Vehicles) Ordinance 2023 comes into operation, providing statutory backing for 0% profits tax for eligible FIHVs.
2023-11
Hong Kong Academy for Wealth Legacy established to foster talent and knowledge exchange for wealth owners.
2024-01
Capital Investment Entrant Scheme (CIES) relaunched, offering a fast-track residency pathway for investments of HK$30 million.
2025-12
Number of single-family offices in Hong Kong reaches 3,384, a 25% increase over two years.
📎 來源 (30)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
- dentons.com
- acclime.com
- china-briefing.com
- charlesrussellspeechlys.com
- info.gov.hk
- zedra.com
- thenextweb.com
- chinadailyasia.com
- thestandard.com.hk
- swissinfo.ch
- investmentnews.com
- businesstimes.com.sg
- straitstimes.com
- aerapass.io
- fstb.gov.hk
- investhk.gov.hk
- info.gov.hk
- deloitte.com
- ocorian.com
- agreusgroup.com
- iqeq.com
- andsimple.co
- chamber.org.hk
- singalliance.com
- ird.gov.hk
- familyofficehk.gov.hk
- utgl.net
- wealthbriefingasia.com
- charltonslaw.com
- kpmg.com
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