HONG KONG TRUSTEES' ASSOCIATION
香港信託人公會 · EST. 1991
EN|
About HKTA

Thirty-five years of fiduciary leadership.

A not-for-profit company limited by guarantee, established in 1991 as the professional body for Hong Kong's trust and fiduciary industry.

Who we are

Hong Kong Trustees' Association Limited (HKTA) was established in 1991 by pioneers in the trust and fiduciary services sectors. Today, it serves as a leading professional body for Hong Kong's trust & fiduciary industry (spanning from MPF & ORSO/retirement plans, public & private funds, asset servicing, private trust/banking & employee benefit trust, estate/succession planning, and family office to philanthropy/charities), specializing in advocacy, raising professional standards, and education, with the ultimate objective to safeguarding the best interests of investors, retirement plan members, and beneficiaries.

The affairs of the Association are managed by the Executive Committee with the support of 8 Subcommittees, which take a proactive stance by making submissions on draft legislation to and actively engaging with the government, regulators and advisory panels on behalf of our members, as well as arranging seminars and briefings on pivotal topics that impact the trust industry.

Founded
1991
Structure
Not-for-profit company limited by guarantee
Members
231 members (103 corporate · 128 individual)
Partner organisation
STEP Hong Kong
Our mission

Five pillars

01
Professional standards
Advance the trust and fiduciary industry by promoting the highest standards of professionalism (including issuance of Best Practice Guides), robust corporate governance and rigorous regulatory compliance.
02
International standing
Contribute towards advancing the status of Hong Kong trust professionals and that of the industry internationally.
03
Advocacy & global hub
Advocate for the trust and fiduciary industry with government bodies, the media, local and international professional organisations and the public — collaborating with education institutions and professional bodies to promote Hong Kong as a premier global hub for trust and fiduciary services.
04
Education & accreditation
Contribute towards enhancing the education and knowledge of practitioners in the trust industry through relevant trust accreditation and training programmes.
05
Public education
Contribute towards enhancing public education on trust fraud awareness and prevention.
KSL
From the Chairman

Chairman's Message 2026

Ka Shi Lau, BBS · Chairman, HKTA
Read the Chairman's Message →
Trustee conduct

Nine Guiding Principles

Distilled from our Best Practice Guides, these principles define what it means to act as a trustee in Hong Kong.

01
Good faith
02
Prudence & care
03
Skill & diligence
04
Integrity & independence
05
Confidentiality
06
Legal compliance
07
Transparent communication
08
Governance
09
Scheme objects
Leadership

Executive Committee 2026

Ka Shi Lau, BBS
Chairman
Lucia Chan
Vice-Chairman
Rebecca Chow
Vice-Chairman
Peter So
Honorary Secretary
Deacons
Elanie Wong
Honorary Treasurer
BOCI-Prudential Trustee Limited

Meet the full Executive Committee →

Secretariat: Carmen Wong, Administrator · Helen Mak, Programme Manager

How we work

Eight subcommittees

Best Practices Subcommittee
The objective of the Best Practices Subcommittee is to promote best practice standards for the trust industry in Hong Kong on an ongoing and evolving…
China Development Subcommittee
A joint initiative with STEP HK Ltd. Meets regularly as and when required to discuss topical issues related to the growing need for trust and successi…
Education Subcommittee
Established to assist in the development and management of the Trust Training Certificate (TTC) programme and to nurture aspiring candidates into the…
Family Office Subcommittee
Established to focus on family office initiatives and make submissions to the HK Government and InvestHK, and to share knowledge and educate members o…
Legislation & Regulatory Subcommittee (non-pensions and funds related)
Responsible for reviewing and, where appropriate, coordinating responses to public consultations on changes to legislation and regulations affecting t…
Membership Subcommittee
Serves to nurture and administer different types of HKTA membership (corporate or individual) in terms of admission, renewal or deregistration. Assess…
Professional Development and Training Subcommittee
Established to assist in the development of continuous professional development programmes to maintain and upgrade the professional skills of Certifie…
Pensions & Funds Subcommittee
Works closely with various stakeholders of the pension and regulated fund industries (sponsors, trustees, administrators and custodians) to enhance ov…