China is rapidly liberalizing its capital markets, creating new opportunities for global and regional asset managers as cross-border flows into and out of the country evolve.
As a specialist in cross-border funds servicing and with a 30-year presence in Greater China, we help leading asset gatherers capture these growing opportunities by facilitating asset flows into and out of the region.
From our Hong Kong and Beijing offices, we offer a comprehensive suite of services, including custody, funds servicing, and market products in our clients’ regional languages as part of our global service model.
We focus on Greater China, maintaining a strong presence and providing services for Hong Kong-domiciled funds, UCITS, QFII, RQFII, RQFII ETF, and QDII platforms.
Outbound Investment from China
- Qualified Domestic Institutional Investor (QDII): SGI has been servicing QDII products for Chinese custodian bank clients since 2007, including top master custodian banks and leading Chinese asset managers as QDII sponsors.
- CNH Share Class Funds: Our Hong Kong Foreign Exchange team offers CNH hedging capabilities and hedging for other restricted currencies.
Inbound Investment to China
- Renminbi Qualified Foreign Institutional Investor (RQFII)/ Qualified Foreign Institutional Investor (QFII): SGI is experienced in servicing RQFII and QFII products domiciled across the world. Our ETF servicing expertise and local market experience help clients launch products that meet the unique scheme requirements.
- Stock Connect: SGI supports global clients utilizing the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect platforms.
Distribution in Greater China
- UCITS in Greater China: UCITS funds have a high penetration rate in Hong Kong and Taiwan. SGI has extensive experience in servicing UCITS globally, assisting asset managers in tapping into new market segments.
- China-Hong Kong Mutual Recognition: The China-Hong Kong Mutual Recognition of Funds program allows global asset managers to distribute Hong Kong-domiciled funds into mainland China and Chinese asset managers to distribute their funds into Hong Kong. SGI offers a comprehensive suite of services, including Trustee services in Hong Kong.