Wealth and Asset Management Concentration

The BBA (Hons) Wealth and Asset Management Concentration aims to cultivate ethically grounded, globally competitive young professionals equipped with expertise in wealth and asset management, ESG investing, and FinTech applications, while addressing critical talent shortages in Hong Kong’s wealth and asset management sector. By integrating specialized topics on family office operations, sustainable finance, and cross-border wealth strategies into the curriculum, the concentration seeks to strengthen Hong Kong’s position as a leading global financial hub, particularly within the Greater Bay Area. It further strives to align with government initiatives to prepare graduates to drive innovation, uphold regulatory standards, and contribute to the city’s goal of becoming the world’s premier cross-border wealth management center by 2027–28.

More specifically, the objectives of the BBA (Hons.) Wealth and Asset Management Concentration are:

1. To develop a strong proficiency in fundamental concepts such as portfolio management, ESG investing, FinTech tools (e.g., blockchain, AI analytics), and family office operations among students, aligned with regulatory and market demands in Hong Kong, the GBA, and international markets.

2. To equip students with hands-on experience through internships and collaborative projects with financial institutions, family offices, and FinTech firms and execute real-world solutions to real-world problems.

3. To train students in communicating effectively in global contexts by articulating wealth and asset management strategies in multilingual and multicultural settings, preparing for leadership roles in Hong Kong’s international finance sector.

4. To allow students to apply ethical and sustainable practices in designing wealth strategies that integrate environmental, social, and governance (ESG) principles and compliance frameworks to address global financial challenges.

Requirements

 Concentration Required Courses 12 units
  FINE3005 Investment Management 3 units
  WEAM2005 Fundamentals of Wealth Management 3 units
  WEAM3006 Private Wealth, Trusts, and Family Offices 3 units
  WEAM3007 Ethics and Compliance in Wealth Management 3 units
     
 Concentration Elective Courses 9 units
  ACCT3006 Hong Kong Taxation  3 units
  ECON3017 International Trade and Finance 3 units
  ECON3025 Money and Banking 3 units
  FINE3006 Introduction to Futures and Options Markets  3 units
  FINE3015 Corporate Finance 3 units
  FINE3016 Financial Forecasting 3 units
  FINE3025 Entrepreneurial Finance 3 units
  FINE3035 ESG, Green Finance and Sustainable Investment 3 units
  FINE3036 Alternative Investments 3 units
  FINE4006 Financial Risk Management 3 units
  FINE4007 Seminar in Finance 3 units
  FINE4015 Advanced Financial Planning 3 units
  FINE4017 Financial Markets in Chi 3 units
  FINE4025 Compliance in Finance 3 units
  FINE4026 FinTech for Banking and Finance 3 units
  ISEM4035 Blockchain: Virtual Assets and Business Applications 3 units
  ISEM4037 Machine Learning for Financial & Business Forecasting 3 units
  WEAM3005 Wealth and Asset Management Internship 3 units
  WEAM4005 Seminar in Wealth and Asset Management 3 units
    21 units

 

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