Hong Kong’s International Finance Centre at blue hour

WHK Tech Group Holdings Limited

Intelligence that reaches the world.Capital that builds the future.

Rooted in Hong Kong’s international financial centre and focused on three core client groups in Mainland China, we are a cross-border fintech service provider driven by two engines: technology enablement and capital connectivity.

3B+

Business scale

100+

Client partners

10+

Lines of business

About us

Rooted in Asia
Reaching the world

Wealth财富

Horizon视野

Key钥匙

Drawing on global reach, we bring high-quality Chinese assets to global pricing through securitisation, while connecting with leading domestic industry partners to deepen our presence — building a rare Hong Kong leader across two tracks: AI fintech and cross-border capital services.

Dual hubs in Asia

Anchored in the two financial centres of Hong Kong and Singapore, we use our global reach to bring high-quality Chinese assets to global pricing, while partnering with leading domestic industry players to deepen our regional presence.

Two core businesses

Close relationships with high-value government and enterprise clients support a distinctive model in which technology and capital work together: AI agent system services form the revenue base and provide stable cash flow, while cross-border financing architecture services add high value and lift overall profitability.

Hong Kong’s financial district at dusk

Market opportunity · 2026

A golden era for Hong Kong fintech

Market size and growth

606US$ bn

Projected Hong Kong fintech revenue by 2032

28.5%

Compound annual growth rate, 2024–2032

AI adoption

38%

AI adoption in Hong Kong’s financial sector (global average 26%)

75%

Financial institutions implementing or piloting generative AI

Capital hub

127HK$ bn

IPO funds raised in Hong Kong, Jan–Jul 2025 — first globally

In the first seven months of 2025, IPOs in Hong Kong raised more than HK$127 billion, ranking first in the world. As the “super-connector” between the Mainland and the world, Hong Kong is the preferred platform for Mainland enterprises raising capital offshore and building a global capital footprint.

Sources: InvestHK, Hong Kong Fintech Ecosystem Report, March 2025; Hong Kong Institute for Monetary and Financial Research (HKIMR), Financial Services in the Era of Generative AI, April 2025 (55 institutions surveyed); Hong Kong Monetary Authority, Fintech 2030, November 2025; Financial Services and the Treasury Bureau, HKSAR Government, figures published August 2025.

Positioning and clients

Three core client groups in Mainland China

01

Listed companies

We address complex compliance in cross-border capital operations, slow fund flows, long decision chains and low efficiency, providing one-stop, efficient cross-border financial and compliance services that support global strategies.

02

Regional industrial investment platforms

We address difficult debt management, inefficient project applications and cumbersome government–enterprise communication with tailored solutions that support transformation and performance.

03

Central and state-owned enterprises

We support the digital transformation of their industrial businesses with industry-chain value analysis, supply-chain finance risk control and industry–finance integration, strengthening core competitiveness.

A data centre corridor

Core businesses · Business model

A dual-engine model

Business model one

Customised AI agent software and system services for government and enterprise

Technology core · stable revenue base

Built on our own large model for the financial domain, we provide full-scenario AI agent systems for our three core client groups, covering business operations, investment and financing, and compliance and risk control.

Business model two

Offshore financing architecture and execution services

Capital extension · high-value growth engine

Leveraging Hong Kong’s location, we provide one-stop cross-border financing structure design and end-to-end execution, opening access to global capital.

Our two core businesses reinforce each other, forming a strong closed business loop.

Business one

AI agent product matrix

01

Regional industrial investment platforms

AI agent system for urban investment platforms

Problems solvedAddresses core difficulties of industrial investment platforms in debt management, inefficient project applications and cumbersome government–enterprise communication.

Core functionsIntelligent investment and financing analysis, end-to-end support for special-purpose bond applications, and real-time debt-risk monitoring and alerts.

02

Listed companies

Capital intelligence agent system for listed companies

Problems solvedTackles complex compliance processes in cross-border capital operations and low efficiency in research and decision-making.

Core functionsSupports intelligent cross-border investment and financing decisions, automated listing-compliance review and standardised securities disclosure.

03

Central and state-owned enterprises

AI operations agent system for industrial companies

ValueSupports the digital transformation of the real economy, using intelligent tools to improve operational management.

Core functionsUpstream and downstream industry-chain analysis, supply-chain finance risk-control models, and dynamic alerts on capacity and financial data.

A container port at night

Business two

Cross-border financing services

01

Structuring and entity registration

Hong Kong OFC and Cayman SPC fund structuring, with end-to-end design and execution support for urban-investment industry funds and M&A funds.

Offshore entity formation and registration in the BVI, the Cayman Islands, Hong Kong and elsewhere, covering structure design and compliant set-up.

02

Cross-border equity financing

Deep links to global VC and PE networks and professional cross-border equity structuring to help companies complete Pre-IPO and strategic rounds.

Listing-path planning for Hong Kong and US markets, targeted introductions to sponsors and underwriters, investor roadshow support and post-listing continuing guidance.

03

Offshore debt financing

Supporting issues of offshore US-dollar bonds, dim sum bonds and cross-border ABS, with efficient access to leading international investment banks and professional institutional investors.

04

Treasury and tax planning

Designing compliant structures for cash pooling, settlement and repatriation, together with cross-border tax-structure optimisation to manage risk.

Research-driven, value-oriented, deeply engaged · Supporting companies across their life cycle

Industry fund investment

We commit to in-depth research and long-term tracking, investing over multiple rounds in high-potential companies and providing comprehensive support in follow-on financing, strategic planning and operations.

Stage one · VC

Early

ObjectiveIdentify high-quality start-ups and invest selectively at an early stage.

How we add valueInitial industry introductions, business-model advice, support with professional due diligence and management recommendations.

Stage two · PE

Growth

ObjectiveHelp companies sharpen strategy and build talent pipelines to achieve a step change in value.

How we add valueLong-term strategic planning, core-team building and incentive design, continued follow-on investment and refined valuation logic.

Stage three · Pre-IPO

Listing

ObjectiveBring resources together to take companies public, maximising market value and long-term stability.

How we add valueEnd-to-end listing services, support for follow-on financing and M&A integration, access to top external resources, and stronger governance and internal controls.

Fund process and model

Government and private capital act as LPs and our onshore private equity fund manager acts as GP, with an investment committee. The funds invest mainly in new productive forces: artificial intelligence, embodied intelligence, brain–computer interfaces and AI computing power.

  1. 1

    Fund formation and fundraising

    Complete the legal structure, compliance approvals and fundraising to lay a solid foundation.

    Preparation → Structure design → Approval and filing → Capital raised

  2. 2

    Investment and decision

    Allocate capital precisely to high-potential companies through rigorous screening and professional investment decisions.

    Sourcing → Due diligence → Valuation and deal design → Investment committee

  3. 3

    Post-investment management

    Engage deeply in portfolio companies’ development with value-added services that maximise market value.

    Monitoring → Resource matching → Operational improvement → Capital markets support

  4. 4

    Exit and distribution

    Seize market windows and choose the best exit route to realise returns and distribute them to investors.

    Exit route (IPO / M&A) → Exit execution → Liquidation audit → Distribution

Core value

Supporting regional industrial upgrading

01

Driving the real economy

Bringing capital to regional economies, improving financial support systems and promoting the real economy.

02

Supporting policy goals

Introducing private capital to strengthen governments’ industrial macro-management and to drive corporate innovation and structural adjustment.

03

Accelerating industrial upgrading

Long experience across new energy, new technology and the AI value chain, with a deep understanding of how these industries work.

04

Concentrating resources

Attracting high-quality resources, well-known companies, emerging industries and financial institutions from home and abroad to form clusters quickly.

05

Developing talent

Building local venture investment talent and encouraging high-end talent and innovative companies to return.

06

Creating jobs

Helping manage government industrial guidance funds and creating jobs by supporting small and medium-sized enterprises.

A boardroom

Organisation and team

Organisation and leadership

WHK Tech Group (Cayman)

Investment Banking

Type 1, Type 6 and VA licences

  • Cross-border ABS origination, structuring and underwriting
  • Tokenised securities / VA funds

WK Wealth One

Cross-border services (advisory, registration)

  • Fund structuring / offshore registration

Asset Management

Type 4 and Type 9 licences

  • Securities asset management
  • Fund issuance and operations / private equity

Fintech

Software, AI agents

  • AI agent system sales and deployment

RolesInvestment banking projects, Product, Registration specialists, Investment managers, Trading, Fund operations / accounting, Software development / salesFunctionsPrimary issuance, Solution design, Secondary market-making / trading

Leadership team

CEO

Li Yang

Responsibilities
Leads strategy, key client relationships and listing planning.
Experience
More than 15 years in financial services with a combined finance and technology background, focused on trust asset management and marketing for Hong Kong asset managers.
Previously
Co-founder of Huakai Asset Management (Hong Kong); Deputy General Manager, Capital Markets, at Ping An Bank head office and Ping An Trust.

COO

Lu Lu

Responsibilities
Responsible for overall operations, product planning and enterprise risk management.
Expertise
More than ten years in asset management, fixed-income investment, strategic client partnerships and financial product innovation.
Previously
Head of fixed income at Bank of Beijing, Bank of China and other leading financial institutions.
Track record
Managed assets of more than 100 billion.

MD

Xiao Jiafeng

Responsibilities
Responsible for the risk-management framework for cross-border assets, innovative product design and compliance strategy.
Experience
More than 15 years across cross-border finance, asset management and legal compliance.
Previously
Investment Director at Ping An Trust and Huakai Asset Management.
Track record
Completed bond investments totalling RMB 5 billion.

MD

Chen Yuxi

Experience
12 years in investment banking and fintech, focused on primary issuance of bonds, asset-backed securities and innovative products such as RWA.
Previously
DBS, Shenwan Hongyuan Securities, AXG and the Shanghai Data Exchange.
Track record
Led bond issues totalling tens of billions, covering onshore corporate bonds, US-dollar and offshore renminbi bonds, ABS, REITs and other innovative products.
Education
MBA, Fudan University; Bachelor’s degree in Finance, Sun Yat-sen University.
Academic roles
Visiting Lecturer in Digital Economy, Tsinghua University School of Economics and Management; Visiting Mentor, Blockchain Association, Fudan University School of Management; Visiting Mentor in Digital Economy, Lingnan College, Sun Yat-sen University.

ED

Zhang Yiqun

Responsibilities
Leads the investment business.
Experience
More than eight years in professional investment and asset management, skilled at sourcing quality assets and designing complex transaction structures, with end-to-end risk identification and management.
Previously
Hua Xia Bank, Shenzhen Rongtong Capital and other financial institutions.
Track record
Underwrote and participated in free-trade-zone bond business totalling more than RMB 20 billion.

ED

Zhu Zhiqing

Experience
More than ten years in financial services, with deep expertise in structured finance and capital markets.
Previously
Guolian Minsheng Securities, Yongxing Securities and other national and regional institutions.
Track record
Led asset securitisation products exceeding 10 billion in scale, covering real estate, debt claims, income rights and other asset types.

VP

Chen Lian

Responsibilities
Responsible for full-cycle operations and compliant execution of cross-border financial products.
Experience
More than ten years in cross-border finance, skilled at delivering projects efficiently within complex cross-border structures.
Previously
Corporate banking at Shanghai Pudong Development Bank, leading the launch of several innovative businesses.

External advisers

Integrated core resources

Capital advisers

Investment banks

  • CICC
  • CITIC
  • Goldman Sachs
  • Morgan Stanley

Legal advisers

Leading law firms

  • Fangda Partners
  • JunHe
  • Commerce & Finance
  • Clifford Chance

Industry advisers

Senior experts

  • Finance
  • Accounting
  • Tax
  • Consulting

Technology advisers

Science park experts

  • Life sciences
  • AI
  • Semiconductors
Victoria Harbour at night

Contact

Intelligence that reaches the world. Capital that builds the future.

+852 3262 2369

Telephone · Hong Kong