The Shenzhen Wealth Management Association is one of the key initiatives by which Shenzhen implements the work arrangements of the 14th Five-Year Plan for the High-Quality Development of Shenzhen's Financial Industry and the Opinions on Accelerating the Development of the Shenzhen International Wealth Management Center (Shenzhen Financial Regulatory Document...
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The association has been officially approved and established, with an initial cohort of 71 member entities. Four specialized committees have been set up, covering technology finance, pension finance, family office, as well as listing and M&A, to build a collaborative platform for the industry.
Authorized by the Shenzhen-Hong Kong Financial Cooperation Committee, the association serves as the Shenzhen convener of the Working Group for Supporting Enterprises to "Go Global" via financial services. It has established the Specialized Committee for Financial Services Supporting Enterprises to "Go Global" and formed the Greater Bay Area Cross-border M&A Alliance. The association hosted the 2025 Xiangmihu Wealth Management Week and released a number of influential industry reports including the *2025 Insight Report on Shenzhen International Wealth Management Hub.
It established the Full-chain Fund Alliance, launched the Family Office Information Liaison Database, and hosted the 4th Xiangmihu Wealth Management Forum 2026.