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Bosera International Attends EY 2026 Greater Bay Area Energy Gathering to Discuss New Ecosystem for Cross-Border Wealth Management

On August 14, the EY 2026 Greater Bay Area Energy Gathering was successfully held in Shenzhen. Ms. Tao Chutian, Head of Product and Planning at Bosera International, was invited to participate in the panel discussion titled "Global Capital Flows: Reshaping the Cross-Border Wealth Ecosystem in the Greater Bay Area," to jointly explore development opportunities and future directions for cross-border wealth management in the region.
Themed "Surging Tides in the Greater Bay Area, Linking the New Silk Road," this year's event brought together forces from industry, capital, and professional services, focusing on corporate overseas expansion and cross-border synergy within the Greater Bay Area. Marking the fifth anniversary of the Cross-boundary Wealth Management Connect and amid accelerating global capital allocation into mainland China's capital markets, the panel engaged in in-depth dialogue on the unique advantages and opportunities of cross-border wealth management in the Greater Bay Area.
On August 14, the EY 2026 Greater Bay Area Energy Gathering was successfully held in Shenzhen. Ms. Tao Chutian, Head of Product and Planning at Bosera International, was invited to participate in the panel discussion titled "Global Capital Flows: Reshaping the Cross-Border Wealth Ecosystem in the Greater Bay Area," to jointly explore development opportunities and future directions for cross-border wealth management in the region. Themed "Surging Tides in the Greater Bay Area, Linking the New Silk Road," this year's event brought together forces from industry, capital, and professional services, focusing on corporate overseas expansion and cross-border synergy within the Greater Bay Area. Marking the fifth anniversary of the Cross-boundary Wealth Management Connect and amid accelerating global capital allocation into mainland China's capital markets, the panel engaged in in-depth dialogue on the unique advantages and opportunities of cross-border wealth management in the Greater Bay Area. Ms. Tao pointed out that cross-border wealth connectivity channels are continuously expanding, creating a cross-border investment framework that offers eligible investors more convenient and standardized avenues for cross-border asset allocation. Continuous policy updates and iterations in recent years have also driven the expansion and renewal of product suites. As policies optimize, investor demands continue to upgrade, with allocation logic becoming more complex and allocation behavior shifting towards a portfolio-oriented mindset. Cross-border connectivity is an ongoing process involving multi-channel coordination, continuous expansion of product categories, and constant refinement of business systems. As an asset manager, capabilities in product development, channel operations, and client service must be upgraded in tandem. It is essential to anticipate industry policy trends in advance to ensure that product innovation aligns with policy directives. Bosera International remains committed to cross-border wealth management, currently operating in multiple mutual...
Ms. Tao pointed out that cross-border wealth connectivity channels are continuously expanding, creating a cross-border investment framework that offers eligible investors more convenient and standardized avenues for cross-border asset allocation. Continuous policy updates and iterations in recent years have also driven the expansion and renewal of product suites. As policies optimize, investor demands continue to upgrade, with allocation logic becoming more complex and allocation behavior shifting towards a portfolio-oriented mindset.
On August 14, the EY 2026 Greater Bay Area Energy Gathering was successfully held in Shenzhen. Ms. Tao Chutian, Head of Product and Planning at Bosera International, was invited to participate in the panel discussion titled "Global Capital Flows: Reshaping the Cross-Border Wealth Ecosystem in the Greater Bay Area," to jointly explore development opportunities and future directions for cross-border wealth management in the region. Themed "Surging Tides in the Greater Bay Area, Linking the New Silk Road," this year's event brought together forces from industry, capital, and professional services, focusing on corporate overseas expansion and cross-border synergy within the Greater Bay Area. Marking the fifth anniversary of the Cross-boundary Wealth Management Connect and amid accelerating global capital allocation into mainland China's capital markets, the panel engaged in in-depth dialogue on the unique advantages and opportunities of cross-border wealth management in the Greater Bay Area. Ms. Tao pointed out that cross-border wealth connectivity channels are continuously expanding, creating a cross-border investment framework that offers eligible investors more convenient and standardized avenues for cross-border asset allocation. Continuous policy updates and iterations in recent years have also driven the expansion and renewal of product suites. As policies optimize, investor demands continue to upgrade, with allocation logic becoming more complex and allocation behavior shifting towards a portfolio-oriented mindset. Cross-border connectivity is an ongoing process involving multi-channel coordination, continuous expansion of product categories, and constant refinement of business systems. As an asset manager, capabilities in product development, channel operations, and client service must be upgraded in tandem. It is essential to anticipate industry policy trends in advance to ensure that product innovation aligns with policy directives. Bosera International remains committed to cross-border wealth management, currently operating in multiple mutual...
Cross-border connectivity is an ongoing process involving multi-channel coordination, continuous expansion of product categories, and constant refinement of business systems. As an asset manager, capabilities in product development, channel operations, and client service must be upgraded in tandem. It is essential to anticipate industry policy trends in advance to ensure that product innovation aligns with policy directives.
On August 14, the EY 2026 Greater Bay Area Energy Gathering was successfully held in Shenzhen. Ms. Tao Chutian, Head of Product and Planning at Bosera International, was invited to participate in the panel discussion titled "Global Capital Flows: Reshaping the Cross-Border Wealth Ecosystem in the Greater Bay Area," to jointly explore development opportunities and future directions for cross-border wealth management in the region. Themed "Surging Tides in the Greater Bay Area, Linking the New Silk Road," this year's event brought together forces from industry, capital, and professional services, focusing on corporate overseas expansion and cross-border synergy within the Greater Bay Area. Marking the fifth anniversary of the Cross-boundary Wealth Management Connect and amid accelerating global capital allocation into mainland China's capital markets, the panel engaged in in-depth dialogue on the unique advantages and opportunities of cross-border wealth management in the Greater Bay Area. Ms. Tao pointed out that cross-border wealth connectivity channels are continuously expanding, creating a cross-border investment framework that offers eligible investors more convenient and standardized avenues for cross-border asset allocation. Continuous policy updates and iterations in recent years have also driven the expansion and renewal of product suites. As policies optimize, investor demands continue to upgrade, with allocation logic becoming more complex and allocation behavior shifting towards a portfolio-oriented mindset. Cross-border connectivity is an ongoing process involving multi-channel coordination, continuous expansion of product categories, and constant refinement of business systems. As an asset manager, capabilities in product development, channel operations, and client service must be upgraded in tandem. It is essential to anticipate industry policy trends in advance to ensure that product innovation aligns with policy directives. Bosera International remains committed to cross-border wealth management, currently operating in multiple mutual...
Bosera International remains committed to cross-border wealth management and currently has product offerings across multiple connectivity channels. Looking ahead, Bosera International will continue to deepen its presence, driving the construction of a more comprehensive and iterative diversified product system. With professional product and service capabilities, we aim to respond to policy developments and the diverse needs of our clients.
About Bosera International
Bosera International is the Hong Kong subsidiary of Bosera Asset Management Co., Ltd. ("Bosera Funds") and China Merchants Fund Management Co., Ltd. ("China Merchants Funds"). Both Bosera Funds and China Merchants Funds are leading-tier asset management institutions in mainland China.
Bosera International was established in Hong Kong on March 4, 2010, and was among the first cohort of China-based fund companies to launch asset management operations in Hong Kong. Since inception, Bosera International has seized opportunities in global asset allocation and adhered to a value investing philosophy, building a comprehensive product lineup centered on fixed income investments and encompassing active equities and passive index strategies. The firm has also actively forged strategic partnerships with other international institutions to offer two-way and cross-border asset management services to global investors. Its client base spans key financial centers including the United States, Europe, South Korea, Singapore, and Hong Kong. After 16 years of dedicated presence in Hong Kong, Bosera International has become one of the leading China-based asset management firms in the region.
This document is for reference only and does not constitute any offer, invitation, solicitation, or recommendation to invest. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results. This document has been prepared and issued by Bosera Fund (International) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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