Hong Kong Trustees' Association

What Hong Kong Trustees' Association does

The Hong Kong Trustees' Association (HKTA) is a nonprofit professional membership body, incorporated as a company limited by guarantee in Hong Kong in 1991, that serves as the recognized industry association for the territory's trust and fiduciary services sector. Its core membership spans trust companies, banks, professional services firms, and individual practitioners covering Mandatory Provident Fund (MPF) and ORSO retirement-scheme trustees, public and private funds, private banking and wealth management, family offices, and estate planning professionals. HKTA's products and services are content-and-events driven: the Certified Trust Practitioner (CTP) Accreditation Program (launched 1 July 2018), delivered through the Trust Training Certificate (TTC) course in partnership with the Hong Kong Securities and Investment Institute (HKSI Institute) using its eCourse platform and computer-based examinations; a library of Best Practice Guides across Private, Charitable, Corporate and Pension Trusts; four editions of the Hong Kong Trust Industry Spotlight co-authored with KPMG China; member newsletters and regulatory updates; and a portfolio of seminars, conferences, and Supporting Organization partnerships with ASIFMA, HKIB, HKCGI, HKIFA, HKRSA and PWMA.

HKTA's revenue model rests on four streams: annual corporate membership fees (HK$8,000 full-year / HK$4,000 half-year), annual individual membership fees (HK$2,000 / HK$1,000), TTC training-and-examination packages (HK$15,000 for Part A and HK$18,000 for Part B, with corporate volume discounts of 5–10% and HK$2,200 retake fees), and event participation fees (e.g., HKD4,800/HKD3,300 for HKIB Annual Banking Conference sessions). Distribution is direct-to-member via the hktrustees.com portal and physical events; eight standing subcommittees (Best Practices, China Development, Education, Family Office, Legislation & Regulatory, Membership, Pensions & Funds, Professional Development & Training) and an Executive Committee drawn from member firms drive governance and advocacy. As of the 2025 industry report, Hong Kong trust assets reached HK$5,188 billion (10% growth since 2021) and the association represents 100+ corporate members and 1,500+ designated Certified Trust Practitioners.

Name

Hong Kong Trustees' Association

Legal name

Hong Kong Trustees' Association Limited

Website

https://hktrustees.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

The Hong Kong Trustees' Association is a nonprofit professional body founded in 1991 that represents Hong Kong's trust and fiduciary industry through 100+ corporate members and 1,500+ Certified Trust Practitioner designees, delivering accreditation, training, advocacy, and industry research.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Business Associations (813910), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Corporate & Institutional Trust Services (FSAAANAB)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Professional association
• Trust services
• Fiduciary services
• Professional accreditation
• Industry advocacy

Headquarters

HQ city

Central

HQ country

Hong Kong SAR China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Corporate Membership Fees: Annual membership fees for corporate members including trust companies, professional firms, and related businesses. Full year: HK$8,000; Half year: HK$4,000.
2. Individual Membership Fees: Annual membership fees for individual practitioners in the trust industry. Full year: HK$2,000; Half year: HK$1,000.
3. Trust Training Certificate (TTC) Course Fees: Revenue from training programs including Part A (HK$15,000 training + exam package) and Part B streams (HK$18,000 training + exam package), with standalone unit options and examination retake fees of HK$2,200 per examination.
4. Event Participation Fees: Revenue from seminars, conferences, and member events including special rates for supporting organization events (e.g., HKIB Annual Banking Conference: HKD4,800 full day, HKD3,300 afternoon session).

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Hong Kong Trustees' Association (HKTA) is a professional membership body for Hong Kong's trust and fiduciary services industry, providing corporate and individual memberships, the Certified Trust Practitioner (CTP) accreditation program with the Trust Training Certificate (TTC) course, best practice guides for trustees, industry research reports jointly with KPMG, seminars and events, and regulatory advocacy on behalf of trust professionals. Founded in 1991, it represents trust companies, banks, fund trustees, family offices, and professional firms active in Hong Kong's trust sector.

Product overview

The Hong Kong Trustees' Association operates as a professional membership organization rather than a software product company. Its core offerings include the Certified Trust Practitioner (CTP) Accreditation Program with the Trust Training Certificate (TTC) Course as its primary educational component, supported by Best Practice Guides covering Private, Charitable, Corporate, and Pension Trusts. The association produces industry research through the Hong Kong Trust Industry Spotlight reports (jointly with KPMG), provides member publications including newsletters and regulatory updates, maintains a Register of HK Trust Companies, and organizes seminars and events for professional development. These offerings work together to advance the trust and fiduciary industry by promoting professional standards, advocacy, and education.

Differentiator

Problem solved

Functional benefit

Products and services

• Certified Trust Practitioner (CTP) Accreditation Program First trust accreditation program in Hong Kong, launched 1 July 2018. Awards the Certified Trust Practitioner professional designation to individuals who complete the Trust Training Certificate course, meet experience requirements, and maintain HKTA individual membership. Sets minimum professional standards for trust practitioners.
• Trust Training Certificate (TTC) Course Comprehensive trust training course delivered with Hong Kong Securities and Investment Institute (HKSI Institute). Structured in Part A (fundamental trust concepts) and Part B (Stream 1: Private Trusts; Stream 2: CIS/Retirement Schemes). 14 units totaling 42 hours of instruction. Updated to Version 2.0 in 2024 with expanded coverage of corporate trusts, funds, pensions, and updated regulatory regimes including HKMA Code of Practice for Trust Business and SFC RA13 requirements.
• Best Practice Guides Published guides covering four areas of trustee activity: Private Trusts, Charitable Trusts, Corporate Trusts, and Pension Schemes. Each guide establishes principles and guidelines to raise industry standards and provides credibility for Hong Kong trust practitioners. Includes 9 Guiding Principles for trustees' code of conduct.
• Hong Kong Trust Industry Spotlight Reports Joint industry research reports with KPMG providing insights into the Hong Kong trust market landscape, current state, and growth opportunities. The 4th edition released March 2025 reported 10% market growth since 2021 with assets reaching HK$5,188 billion. Available in English, Traditional Chinese, and Simplified Chinese.
• Member Publications Exclusive member publications including HKTA Newsletter (annual), research reports, regulatory updates, China and HK Tax and Regulatory Update newsletters, and competition law compliance policy. Available through the Members' Area of the website.
• Seminars and Events Educational seminars and events covering trust industry topics such as trust vs. insurance in wealth planning, family office ecosystem, ESG stewardship, philanthropy and trusts, ETF developments, stablecoins and trust, regulatory updates for fund trustees, and joint seminars with supporting organizations including ASIFMA, HKIB, HKCGI, HKIFA, HKRSA, and PWMA.
• Register of HK Trust Companies List of Hong Kong registered trust companies obtained from the Companies Registry, updated monthly and available to HKTA members upon request.
• Corporate Membership Annual membership for corporate entities including trust companies registered under the Trustee Ordinance, TCSP licensees, and professional firms. Full year: HK$8,000; Half year (July-December): HK$4,000. Includes access to member publications, events, advocacy, and the Register of HK Trust Companies.
• Individual Membership Annual membership for individual practitioners in the trust industry. Full year: HK$2,000; Half year (July-December): HK$1,000. Required pathway toward Certified Trust Practitioner designation.

Quantifiable outcome

• 10% growth in Hong Kong trust market since 2021, with assets reaching HK$5,188 billion
• +1 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Nine partnerships are on record, tiered core, flagship, major and minor.

• STEP Hong Kong LtdcoreStrategic or Co-development PartnerJoint initiative with STEP HK Ltd for the China Development Subcommittee, meeting regularly to discuss topical issues related to growing need for trust and succession planning services in mainland China, and to provide educational updates to members.
• Hong Kong Securities and Investment Institute (HKSI Institute)coreStrategic or Co-development PartnerPartnership for the Trust Training Certificate (TTC) accreditation program. HKSI Institute provides the examination platform, scheduling system, and venue (Cambridge House, Taikoo Place, Quarry Bay) for the computer-based examinations. Jointly developed curriculum covering trust fundamentals, private trusts, and CIS/retirement schemes.
• KPMG ChinaflagshipStrategic or Co-development PartnerJoint authorship of Hong Kong Trust Industry Spotlight reports (2021, 2025, and inaugural 2013 report). Reports provide insights into Hong Kong trust market landscape, opportunities for growth, and industry outlook. 2025 report noted 10% market growth with HK$5,188 billion in trust assets.
• ASIFMAmajorGTM or Marketing PartnerHKTA serves as Supporting Organization for ASIFMA events including The Future of Liquidity in Asia Pacific Capital Markets Conference (October 2026). Provides members exclusive discount of up to 20% on registration.
• Hong Kong Institute of Bankers (HKIB)majorGTM or Marketing PartnerHKTA as Supporting Organization for HKIB Annual Banking Conference 2026 (September 2026). Members eligible for special registration rates: HKD4,800 full day (original HKD6,100), HKD3,300 afternoon session.
• Hong Kong Chartered Governance Institute (HKCGI)majorGTM or Marketing PartnerSupporting organization for HKCGI 27th Annual Corporate and Regulatory Update. HKTA members gain access to corporate governance and regulatory update events.
• Hong Kong Investment Funds Association (HKIFA)majorGTM or Marketing PartnerSupporting organization for HKIFA Annual Conference (19th Annual Conference June 2026). Provides member networking and industry engagement opportunities.
• Hong Kong Retirement Schemes Association (HKRSA)minorGTM or Marketing PartnerSupporting organization for HKRSA Symposium '30 Years of Shaping Tomorrow' focusing on retirement schemes industry developments.
• Private Wealth Management Association (PWMA)minorGTM or Marketing PartnerSupporting organization for PWMA Wealth Management Summit, promoting wealth management and trust industry collaboration.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Regional players

• STEP Singapore Branch: Singapore branch of STEP, the global trust professional body, which competes with HKTA for trust practitioner mindshare across the broader Southeast Asia and Greater China wealth corridor.
• Singapore Trustees Association: National professional body for trustees in Singapore, serving a similar role to HKTA but in Singapore's competing trust jurisdiction. Comparable in mission (advocacy, training, standards for trustees) and member composition (banks, trust companies, professional firms).

Direct peers

• Hong Kong Investment Funds Association (HKIFA): Industry association for Hong Kong's fund management industry. Represents many of the same institutional members as HKTA and is a co-marketing partner; both bodies represent institutional financial services constituencies in Hong Kong with similar advocacy and event-driven models.
• STEP (Society of Trust and Estate Practitioners): Global professional body for trust and estate practitioners with local branches including STEP Hong Kong Ltd, which is a direct partner of HKTA. STEP serves the same constituency of trust professionals internationally and is a natural global peer given overlapping membership and accreditation.
• Hong Kong Chartered Governance Institute (HKCGI): Hong Kong's premier professional institute for governance professionals (chartered secretaries, governance officers). Operates as a co-marketing partner and supporting organization of HKTA events; serves an adjacent professional community with similar membership-based advocacy and training model.
• Private Wealth Management Association (PWMA): Hong Kong association for private wealth management, including many of the same trust companies that are HKTA corporate members. PWMA focuses on private banking and HNW wealth management; HKTA's private trusts and family office committees overlap with PWMA's remit.
• Hong Kong Retirement Schemes Association (HKRSA): Hong Kong association for the MPF and ORSO retirement schemes industry. HKRSA members substantially overlap with HKTA's Pensions & Funds subcommittee constituency, and HKRSA is a co-marketing partner on retirement-scheme events.

Broad incumbents

• ASIFMA (Asia Securities Industry and Financial Markets Association): Asia-Pacific trade association for capital markets participants. ASIFMA's membership includes major trust companies and banks that are also HKTA members; HKTA serves as Supporting Organization for ASIFMA events, reflecting overlapping constituency but at much broader regional scale.
• Hong Kong Institute of Bankers (HKIB): Long-established professional body for Hong Kong's banking industry. HKIB operates a much broader remit than HKTA (covering all banking roles vs. trust specialists) and is a co-marketing partner; serves as a broader-incumbent peer given its size and institutional standing.
• Hong Kong Securities and Investment Institute (HKSI Institute): Statutory-body-adjacent professional institute for Hong Kong's securities and investment industry, and HKTA's core strategic partner for delivering TTC examinations. HKSInstitute's broader remit covers all securities professionals but it operates the exam platform on which HKTA's CTP accreditation depends.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hk-trustees-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hong Kong Trustees' Association