CICC 2025 GBA Wealth Management Forum explores growth opportunities in China’s financial hub
The CICC 2025 GBA Wealth Management Forum was held on September 11 in Hong Kong, bringing together over 400 participants for in-depth discussions on the Greater Bay Area (GBA), the wealth management industry, and China’s capital markets ecosystem. The forum focused on themes including the global economic landscape, international investment opportunities, new consumption trends, the silver economy, and retirement planning, highlighting new prospects for regional economic growth and financial cooperation.
The forum opened with welcome remarks from Chen Liang, Chairman of CICC. He emphasized the GBA’s strategic significance in China’s national development strategy and highlighted CICC’s 30-year role in evolving capital markets. Mr. Chen reaffirmed CICC’s commitment to transforming wealth management, increasing household assets, fostering regional economic growth, and advancing financial openness.

Hong Kong’s resilience and opportunities in wealth management
The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary of the Hong Kong SAR, served as Guest of Honor. He noted that Hong Kong continues to demonstrate resilience as a global financial center, linking China and the world. Chan highlighted upcoming expansions to the Cross-boundary Wealth Management Connect, product innovation, and broader access to private equity and exchange-traded products, aimed at attracting domestic and international capital inflows.
Dr. Peng Wensheng, Chief Economist and Dean of CICC Global Institute, delivered a keynote titled From Economies of Scale to an Innovation Economy, emphasizing China’s leadership in green industries and AI, as well as the importance of fiscal expansion and social security improvements to drive domestic demand. Kevin Liu, CICC Chief Offshore China and Overseas Strategist, engaged in a dialogue on “Reframing US-China Relations and the New Global Economic Order,” offering perspectives on challenges and opportunities for investors.
Diverse discussions and practical insights
Nearly 30 speakers from financial institutions, enterprises, and academia contributed to sessions on building diversified investment portfolios, transforming China’s consumer industry, wealth management in the longevity era, financial infrastructure innovation, and Chinese asset managers going global. These discussions provided practical strategies and forward-looking insights for professionals and investors alike.
CICC Research unveiled CICC Research Insights, an integrated online platform delivering global research services to institutional investors. The forum also emphasized low-carbon practices and sustainability, showcasing CICC’s commitment to embedding green development into financial services and operations.
The forum highlighted how the GBA can leverage innovation, openness, and comprehensive financial services to create a dynamic wealth management ecosystem. CICC reaffirmed its commitment to sharing opportunities, fostering cooperation, and promoting high-level financial development in the region, setting the stage for continued progress in China’s wealth management sector.