Driving Research &
Global Cooperation
World Investment Institute (WII) is an international non-profit organisation (.org) that operates at the institutional level to drive industry research, foster international project cooperation and solidify Hong Kong’s standing as an International Financial Centre (IFC). Anchored in Hong Kong’s 3,350+ family offices and 3,000+ VC and PE firms, WII brings together institutional experts, portfolio managers and traders to exchange insights, conduct R&D and develop new approaches for the financial investment market.
Board of Directors
Leading figures across Investment Banking, Exchanges, FinTech and Public Policy, providing strategic oversight of the Institute.
Founding Partners Council
50 institutions representing 8 core sectors: Brokers, Technology, Exchanges, Research Houses, Education, Banks, Regulators and NGOs.
Institutional Member Network
Founding Partners and institutional members form the initial 500 Elite Institutional Member Network of family offices, funds, trading houses and investment managers.
A Formal Governing Body
WII is governed through Board of Directors seats and a council of 50 selective Founding Partners drawn from C-level leadership, brokers, FinTech, exchanges, investment banks, NGOs and government bodies across key global regions.
Global Collaboration.
Local Impact.
WII works in close alignment with public policy research from leading think tanks, including Our Hong Kong Foundation, and with Hong Kong SAR Government financial development objectives. By translating macroeconomic research into actionable market infrastructure, WII helps shape forward-looking policies for derivatives, cross-border capital flows and international trading desks.
Unified Fund Exemption — 0% Profits Tax
Privately offered funds, including LPFs and OFCs, managed in Hong Kong are exempt from profits tax on qualifying transactions in securities, futures, FX, derivatives and private equity.
Single Family Office Concessions
Eligible family-owned investment holding vehicles managed by a Hong Kong single family office enjoy a 0% profits tax rate on qualifying transactions (minimum HK$240 million in assets).
0% Tax on Carried Interest
Concessionary zero-tax treatment applies to qualifying carried interest distributed by eligible private equity funds operating out of Hong Kong.
Hong Kong’s Tax-Free Frameworks for Funds & Traders
WII assists family offices, fund managers, traders and asset allocators in leveraging Hong Kong’s zero-tax concessions, designed to minimise operational friction and maximise capital efficiency. Detailed legislative criteria are published by the Hong Kong Inland Revenue Department (IRD).
A More Open,
Resilient Financial Future
Committed to long-term market stability, WII incorporates sustainable finance principles into quantitative trading models. The organization promotes systemic risk management, carbon credit and ESG-indexed derivative trading frameworks, and ethical algorithmic governance across all partner networks.
Talent Attraction Pathways
Orientation on official initiatives, including the Top Talent Pass Scheme (TTPS), for global trading professionals and their teams.
SFC Licensing Orientation
Regulatory guidance on SFC licensing for Types 1, 4 and 9 — dealing in securities, advising on securities and asset management.
Exchange Infrastructure Access
Direct access to Hong Kong’s local exchange infrastructure, brokers and execution venues.
Relocating Investment & Trading Teams to Hong Kong
WII supports the relocation and expansion of global asset managers, family offices, trading desks and proprietary firms into Hong Kong, in synergy with official talent attraction initiatives such as the Top Talent Pass Scheme.
Join Our Global Network
Together, we can unlock greater opportunities for institutional investors, portfolio managers and trading talent worldwide.