Hong Kong

CFA Society Hong Kong Reaffirms Commitment to Investment Management Industry with its New Brand Identity

CFA Society Hong Kong (‘The Society’), the local association of investment management professionals, has announced its new brand identity to bring its local members closer to the globally recognised CFA® identity.

CFA Society Hong Kong is one of the largest member societies of the CFA Society network across the world, with more than 6,800 charterholders working in 800 financial organisations in Hong Kong. The Society will continue to deliver outcome-based professional development and local advocacy to raise standards and effect change in the market and regulations, the firm reported in a press release.

Richard Mak, President, CFA Society Hong Kong, said: “With nearly 30 years of serving the financial sector in the city, the rebranding enables the Society to take its local ambition to the global stage. The rebrand unfolds the next chapter of the Society with a strengthened brand connection with the global investment community while retaining the local touch via our long-built network with the local investment professionals. We are committed to helping to build resilience in the financial sector by safeguarding industry best practices, and building efficiency and transparency in the financial market.”

Margaret Franklin, President and CEO, CFA Institute, said: “The rebranding of CFA Society Hong Kong marks the last step in our effort to unify our network of 159 societies around the world under one brand. We believe it’s important to take a moment to acknowledge and celebrate a significant milestone such as this one. On behalf of CFA Institute, we are grateful for the dedication and contributions that CFA Society Hong Kong has made to the local investment community. We look forward to celebrating more positive milestones together in the future with the Society.”

The virtual rebranding ceremony on 25 November 2020 was joined by Mr. Christopher Hui Ching-yu, JP, Secretary for Financial Services and the Treasury of the Government of HKSAR as Keynote Speaker; Ms. Margaret Franklin, CFA, President and CEO of CFA Institute as Honourable Guest Speaker. A virtual panel discussion entitled “GLOBAL RELEVANCE. LOCAL AMBITION.” that looked into the past and the future of the financial industry was joined by Dr. Jimmy Jim (moderator), CFA, Head of Global Markets of ICBC (Asia); Dr. King Au, CFA, Executive Director of Financial Services Development Council; Mr. Calvin Cheng, CFA, Founder & CEO of Wizpresso; Ms. Jane Shao, CFA, President of Lumiere Pavilions; Mr. Eric Sim, CFA, Founder of Institute of Life; and Mr. Paul Smith, CFA, CEO of Warlencourt Ltd.

CFA Society Hong Kong states that it shares the mission of CFA Institute in raising the professional and ethical standard of financial analysts and investment practitioners through continuing education and advocacy effort. They will continue to work as one to raise the industry standards by connecting with financial professionals around the world who are dedicated to shaping an investment industry that serves the greater good.