Hong Kong (China SAR) Wealth Management: HNW Investors 2026

This report sizes the opportunity within the Hong Kong (China SAR) wealth market, analyzing the investment preferences, service requirements, and portfolio allocations of the SAR's HNW investors. The report is based on the analyst's annual Global Wealth Managers Survey.

Hong Kong’s high-net-worth (HNW) segment is predominantly male, but female representation is growing. Expats form a significant proportion of the SAR’s HNW population, attracted mainly by its lifestyle opportunities and tax efficiencies. These investors allocate the largest proportion of onshore wealth to advisory mandates. In terms of asset allocation, equities have the highest share in the average HNW portfolio, supported by local market depth and liquidity. Offshore investments are crucial for Hong Kong HNW investors, with planned migration and tax efficiency key drivers.

Report Scope

• Expats constitute a notable proportion of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
• Equities, bonds, and cash dominate Hong Kong’s HNW asset portfolio.
• The US and the UK are both major offshore booking centers.

Reasons to Buy

• Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
• Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
• Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
• Develop your service proposition to match the demand expressed by Hong Kong’s HNW investors and react proactively to forecast changes in demand.