This course provides a comprehensive understanding of the IPO process, regulatory frameworks, and market dynamics in major financial markets in mainland China and Hong Kong. The course starts with the historical development of IPOs in the region, examining key drivers, trends, and challenges faced by companies seeking to go public. The course covers essential topics such as IPO planning, valuation methodologies, underwriting, listing rules and requirements, as well as post-IPO performance evaluation. In addition, the course explores the impact of government policies, market reforms, and international factors on IPOs in both markets, highlighting the role of various stakeholders such as regulators, underwriters, investors, and advisors.

The course offers a thorough discussion on the mechanisms, challenges, and opportunities involved in cross-border financial transactions and investments in mainland China and Hong Kong. It will explore the regulatory frameworks, market structures, and financial instruments that facilitate cross-border capital flows, and the role of offshore vehicle, with a focus on outbound investments. Key topics covered in the course include portfolio investment, external borrowing, foreign direct investment (FDI), project financing, mergers and acquisitions. The course addresses the impact of currency risk, political risk, and regulatory changes on cross-border transactions, as well as the strategies employed by market participants to mitigate these risks.

This course provides a detailed introduction and analysis of tax strategies, regulations, and compliance for high-net-worth individuals. This course aims to equip students with the necessary knowledge and skills to effectively navigate the complexities of tax planning for wealthy individuals and their families. The course covers essential topics such as income tax minimization, capital gains tax management, wealth transfer strategies, international tax planning, and the use of insurance, trusts, and other legal structures. Students will also examine the role of tax havens, tax treaties, and various tax-efficient investment vehicles in optimizing the tax position. The course will emphasize the importance of ethical considerations, regulatory compliance, and risk management in tax planning, while fostering a strong understanding of the changing tax landscape and its impact on financial planning.

This course is designed to provide students an opportunity to acquire first-hand knowledge of international business environment. Experiential learning and knowledge exchange will be applied throughout the study field trip to develop students’ understanding of international business environment in a different cultural context and help them construct a global perspective. Firm visits and cultural related activities will be arranged during the study field trip to arouse students’ awareness in cultural diversity and enhance their understanding of how culture can impact international business strategy.

Note: This course is not open to candidates who have taken or are taking MACC7025, ECON6100, MFIN7057, PMGM7016, MSBA7034 or MSMK7020.

This comprehensive course empowers ambitious students to excel in the high-stakes domains of alternative investments, private wealth management, and business growth strategy. As financial institutions pursue new revenue streams and corporations seek dynamic expansion, this programme equips students with the powerful strategies needed to thrive in these rapidly evolving industries. Students will immerse themselves in the exciting world of alternative investments, exploring private credit, private equity, hedge funds, real estate, infrastructure, renewable energy, and sustainable investments. Students will gain mastery over the technical intricacies of these investments and understand their essential roles within a client’s portfolio, ensuring they are fully prepared to drive wealth growth with confidence. Simultaneously, students will cultivate expertise in business development and revenue growth strategies, acquiring invaluable insights into innovative business models, institutional and wealth client engagement, negotiation, and deal-closing techniques with versatile real-world applications.

This course offers a practical exploration of key trends, cutting-edge strategies, and opportunities in the dynamic field of asset management. Designed for future-oriented wealth management professionals, the module emphasizes industry insights into topics such as investors, family offices, sustainable investing, alternative assets, fintech, and the evolving regulatory landscape. Through case studies, expert guest speakers, and interactive discussions, students will develop a comprehensive understanding of the shifting global investment environment. Emphasis is placed on evaluating real world developments and their implications for institutional and private asset managers operating across diverse markets, with a particular focus on Asia.

This course provides an in‑depth examination of family offices as sophisticated organizations managing multi‑generational wealth. Students will explore governance structures, investment strategy, risk management, succession planning, philanthropy, and family dynamics. Emphasis is placed on aligning financial objectives with family values, managing complex stakeholder relationships, and navigating regulatory and cross‑border considerations. Through case studies and practitioner perspectives, participants develop practical insights into designing, operating, and advising single-and multi‑family offices in a global context.