Over the past two decades, Hong Kong’s wealth management industry has evolved from a paper-based and institution-driven model into a dynamic and diversified ecosystem that gives investors greater choice and control over their portfolios. The rise of independent wealth advisors has transformed the landscape by offering client-focused guidance and long-term strategies, though many have faced growing administrative, settlement, and compliance challenges that limit time for client engagement. iFAST HK created a fintech wealth management platform to help advisors manage these challenges. By digitising operations, the platform allows advisors to focus on what matters most: understanding their clients and delivering value-driven…

iFAST Financial HK successfully hosted the iFAST Wealth Advisers Awards 2025 (iWAA) on 11 September 2025. The event brought together distinguished wealth advisers, companies, and industry partners to celebrate excellence and shared achievements in the wealth management space. The iWAA, launched in 2012, is an annual event that recognises wealth advisory companies and individual advisers. These comprise those who have excelled in delivering exceptional client service, driving sustainable business growth, and embracing innovation to meet the evolving needs of investors. The iFAST Wealth Advisers Awards 2025 coincides with iFAST’s 25th anniversary, a milestone reflecting the company’s journey. Beyond that, it…

There has been a marked shift in the wealth management space towards discretionary portfolio management over the past few years. According to industry data, more financial advisers are adopting model portfolios or discretionary mandates to manage client assets. The logic is clear: rather than managing each client’s portfolio individually, a model-based approach ensures investment consistency and scalability. This shift is particularly pronounced in markets with maturing advisory ecosystems. More firms in these markets are embracing the “one portfolio, many clients” framework, offering portfolios that align with varying risk levels, such as conservative, balanced, or aggressive. However, this evolution also poses…

To address structural inefficiencies in bond markets, iFAST introduced Bondsupermart Live, a digital bond trading service. The platform aims to address challenges such as opaque pricing, slow execution, and fragmented liquidity across the over-the-counter (OTC) bond market. Instead of relying on outdated and manual workflows, market participants can now access real-time price discovery and dynamic order matching. Bondsupermart Live aims to bridge the gap between traditional OTC processes as well as the speed and transparency expected in modern trading environments. By enhancing market visibility and improving liquidity, the platform intends to bring bond trading closer to the experience investors are…

Fintech solutions provider iFAST HK can now act as a custodian for private Open-ended Fund Companies (OFCs). The OFC regime, introduced in 2018 and refined over the years, offers fund managers an alternative corporate fund structure with flexible capital arrangements. Private OFCs, in particular, benefit from simplified regulations, enabling investments in diverse asset classes such as private equity and traditional investments, catering to fund managers’ needs for flexibility. iFAST’s move to provide custodian services for private OFCs aligns with its broader strategy of expanding wealth management and fund administration offerings. This marks a milestone in iFAST’s commitment to providing comprehensive…

iFAST has launched a new feature called iFAST Global View that expands client access to digital banking and wealth management worldwide. Clients with an iFAST account, whether through iFAST Global Bank in the UK or wealth management accounts in Hong Kong or Singapore, can now easily connect their accounts and transfer funds within the iFAST ecosystem. This means instant, fee-free transfers 24/7 within the iFAST Global network, supporting multiple currencies including GBP, USD, EUR, HKD, SGD, and CNY. Clients can also view their investment and banking balances in real-time and utilise enhanced reporting tools to generate detailed reports to help…