About KPMG
KPMG is a global organisation of independent professional services firms providing audit, tax and advisory services in 142 countries and territories. KPMG China has offices in 31 cities including Hong Kong, with more than 14,000 partners and staff. KPMG works with top companies in every industry sector, in China and globally. Through helping other organisations mitigate risks and grasp opportunities, we drive positive, sustainable change for clients, our people and society. Our seasoned professionals have an intimate knowledge of sector-specific business issues and bring rich practical project experience to our client engagements.
In 2025, KPMG marks “80 Years of Trust” in Hong Kong. Established in 1945, we were the first international accounting firm to set up operations in the city. Over the past eight decades, we’ve woven ourselves into the fabric of Hong Kong, working closely with the government, regulators, and the business community to help establish Hong Kong as one of the world’s leading business and financial centres. This close collaboration has enabled us to build lasting trust with our clients and the local community – a core value celebrated in our anniversary theme: “80 Years of Trust”.
Asset Management is one of the key pillars of our Financial Services team. Our experts work with leading investment managers, wealth managers, family offices, and investors across Asia, including service providers who focus on mutual funds, hedge funds, private equity funds, infrastructure funds, real estate funds and crypto funds. No matter what your challenge or investment activity, our team brings a forward-thinking yet practical approach to support you.
We also work with the industry to share our thoughts with the authorities on how to enhance Hong Kong’s status as a global and regional asset management hub.
Learn more: https://kpmg.com/cn/en/home/industries/asset-management.html
About Morningstar
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $294 billion in AUMA as of March 31, 2024. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X (formerly known as Twitter) @MorningstarInc.
About Lexcel Partners
Lexcel Partners, Attorneys-at-Law is a premier full-service law firm committed to providing comprehensive legal solutions to both domestic and international clients. Renowned for its excellence, the firm has been consistently recommended and ranked by such as Bloomberg, Chambers, Legal 500, IFLR 1000, and Asialaw as one of Taiwan’s leading law firms across key practice areas, including corporate and investment law, mergers and acquisitions (M&A), financial compliance, dispute resolution, asset management, employment law, and banking & finance.
With a strong presence in the legal market of asset management since 2004, our clients value our deep industry insight and extensive knowledge of legal developments. Beyond legal representation, Lexcel Partners also actively contributes to legal initiatives, pioneering and participating in numerous government projects and legal reforms. We take pride in offering strategic, forward-thinking solutions tailored to the evolving needs of businesses and financial institutions.
About Deacons
Deacons was established in Hong Kong in 1851. With 170+ years’ experience of providing legal services, it is the longest established independent, full service, law firm in Hong Kong.
Deacons regularly advises statutory bodies, governmental institutions and conglomerates across major industry sectors in Hong Kong and Mainland China, on their most significant and complex matters.
Our core areas of experience include Intellectual Property, Banking and Finance, Capital Markets, China Trade and Investment, Competition, Construction, Corporate and M&A, Corporate Services, Data Protection and Privacy, Employment and Pensions, Family Law, Financial Services, Investment Funds, Insurance, Litigation and Dispute Resolution, Private Clients, Real Estate and Regulatory.
Recruiting the best people is a priority. We have over 560 staff including 53 partners and around 200 lawyers, ensuring that we have a wide range of experience to draw on across the full spectrum of legal services.
We are the largest legal investment management team in the market, led by nine partners with the support of over 40 fee earners. We are highly experienced in the full range of retail and alternative investment funds. For China-related work, we draw upon our dedicated team of Mandarin-speaking investment fund practitioners and the resources of our representative offices in Beijing, Shanghai and Guangzhou.
About Llinks Law Offices
Llinks Law Offices is a leading PRC law firm with a nationwide and international practices specializing in cross-border transactions. We are renowned for providing high quality legal services and formulating innovative solutions to complex legal problems. We also strive to build a collegial team environment where the development of young lawyers is crucial to our future success. The firm’s professionalism and business expertise have been consistently recognized by numerous reputable national and international publications as a leading Chinese law firm, and has received the prestigious award of National Outstanding Law Firm in China.
About JunHe
JunHe, founded in Beijing in 1989, is one of the first private partnership law firms in China. Since its establishment, JunHe has grown to be a large and recognized Chinese law firm. The firm has fourteen offices around the world and a team comprised of more than a thousand professionals.
About EY FSO
EY organization are global leader in assurance, consulting, strategy and transactions, and tax services. The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over.
EY teams help 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.
Financial Services is the largest industry service of EY, which focuses on providing financial institutions with all-round professional services of assurance, consulting, strategy and transactions, and tax.
EY teams stand out as a Big Four accounting organization that seamlessly incorporates global financial services as a distinct and integral "sub-business segment."
This advantage allows us to deploy the resources needed to provide professional services to clients. EY clients value EY objectivity, professionalism and efforts to provide tangible value. We work closely with clients by sharing leading services and ideas, and provide them with effective, timely and value-added services.
About PwC
PwC in Chinese Mainland, Hong Kong SAR and Macau SAR work together on a collaborative basis, subject to local applicable laws. Collectively, we have more than 18,000 people in total.
We provide organisations with the professional service they need, wherever they may be located. Our highly qualified, experienced professionals listen to different points of view to help organisations solve their business issues and identify and maximise the opportunities they seek. Our industry specialisation allows us to help co-create solutions with our clients for their sector of interest.
We are located in these cities: Beijing, Shanghai, Hong Kong, Shenyang, Tianjin, Dalian, Jinan, Qingdao, Zhengzhou, Xi’an, Nanjing, Hefei, Suzhou, Wuxi, Wuhan, Chengdu, Hangzhou, Ningbo, Chongqing, Changsha, Kunming, Xiamen, Guangzhou, Shenzhen, Macau, Haikou, Zhuhai, Guiyang and Xiongan.
About Amundi
Amundi Technology is a leading provider of technology and services for the financial sector and is part of the Amundi group. Through the ALTO suite, Amundi Technology offers a comprehensive range of solutions, including portfolio management systems, discretionary portfolio management and advisory platforms, savings software, and specialized solutions. The company employs over 1,250 professionals worldwide, with teams located in 19 countries.
The technology platforms provide adaptive solutions that allow clients to focus on their core business. These include ALTO Investment, ALTO Wealth & Distribution, ALTO Sustainability, ALTO Asset Servicing, and ALTO ESR.
In addition to the technology platform, Amundi Technology also offers outsourcing services such as execution, middle office support, data management, and reporting services.
About FOFUND
FOFUND, established in 2014, stands as China's preeminent B2B independent fund distributor. Guided by the vision of "empowering asset management with technology" for over a decade, FOFUND provides institutional investors with an extensive array of OTC fund investment solutions. These encompass transaction processing, investment research, risk management, and customized technological services.
In 2016, we launched JGT (known as “基构通” in Chinese，which literally means “institutional funds connect”), a trailblazing digital fund investment platform for financial institutions. Setting a benchmark for the industry, JGT significantly enhances operational efficiency and contributes to the sustained, stable growth of the asset management sector. Currently, JGT serves over 500 diverse institutional clients, including banks, securities firms, trust companies, insurance companies, futures companies, and other financial institutions. It offers access to more than 150 fund houses and over 10,000 fund products (consolidated calculation of different fund share types) across mainland China.
In 2023, FOFUND International (HK) Limited was founded in Hong Kong with the aim of promoting seamless cross - border investment. Through collaborations with global institutions, we strive to build a novel international business network, streamline and strengthen the integration between China and overseas capital markets.