Competitions – HKU Business School Wealth Management Academy

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OVERVIEW

A global stage for the next generation of wealth leaders

Jointly organized by Bank of China (Hong Kong) (BOCHK) and The University of Hong Kong (HKU) Business School, and powered by the Wealth Management Academy (WMA), the Challenge invites undergraduate and postgraduate students from Hong Kong, the Chinese Mainland and around the world to test their investment judgement on a realistic, institution-grade simulation platform.

The competition is delivered through the AmplifyME platform, enabling participants to construct and manage portfolios, respond to live market news flow, rebalance assets, and receive objective performance scores and rankings — the same kind of decision-making professional wealth managers face every day.

WHY JOIN

This is far more than a competition—it is your direct launchpad into a career in wealth management.

Win the trophy, learn from industry leaders, and accelerate your future.

Stand out with exclusive internship opportunities and admission pathways from BOCHK and HKU Business School. Learn from industry leaders, including BOCHK wealth management professionals and HKUBS’s esteemed faculty. Winning teams will be part of BOCHK’s internship interview pipeline, while all 10 finalist teams gain priority consideration for admission to HKUBS’s Master of Wealth Management and Master of Family Wealth Management programmes — recognition and opportunities that give you a competitive edge in your career journey.

Train on a world-class platform and connect with industry experts in Hong Kong.
Hone your skills on AmplifyME — the institution-grade simulation platform. Plus, gain exclusive behind-the-scenes access through a BOCHK company visit, the History Gallery tour, a fireside chat, and networking sessions that immerse you in the heart of Hong Kong’s financial world.

How the Challenge Unfolds

The Challenge adopts a two-round structure, preceded by a training workshop and HKU campus experience.

Pre-Competition Training Workshop & HKU Campus Tour
Before the case competition, participants attend a financial-literacy training workshop to prepare them for the simulation, followed by a guided tour of the HKU campus to experience the University’s learning environment.

Round 1 — Preliminary Simulation (Online)
All registered teams complete a preliminary wealth-management simulation via AmplifyME. To accommodate different geographies and time zones, the round runs as two equivalent live sittings hosted online via Microsoft Teams or Zoom in Beijing and Shanghai, with identical format, difficulty and scoring for fairness.

The session runs ~2.5 hours (opening remarks, rules briefing, live simulation). Each team then records and uploads a 5-minute strategy video. Top 10 teams advance to the Grand Final at BOCHK.

Round 2 — Grand Final (Onsite at BOCHK)
Day 1: a company visit to BOCHK including a guided tour of the BOCHK History Gallery, student presentations, a fireside chat, networking with BOCHK representatives, and a welcome dinner. Day 2: an onsite advanced AmplifyME simulation at BOCHK, followed by a short presentation and Q&A.

The Grand Final runs ~3.5 hours and places greater emphasis on investment judgement, portfolio suitability, risk management, disciplined rebalancing, and the ability to explain and defend a strategy in a professional setting.

SCHEDULE
AND TIME

Registration Period: 7 September – 25 October 2026

The Preliminary Round: 31 October 2026 – Mid-November 2026

- 31 October: The competition officially kicks off with the unveiling of the first-round challenge and evaluation criteria.

The Grand Final: Mid-November 2026

- Mid-November: The final defence will take place at BOCHK, where finalists will present their strategy logic and live trading performance before the winners are crowned.
- Prior to the ceremony, finalist teams will enjoy an exclusive company visit to Bank of China (Hong Kong), including a guided tour of the BOCHK History Gallery, student presentations, a fireside chat, and networking with BOCHK representatives, all concluding with a welcome dinner.

Award Ceremony: Late February / 27 March 2027 (TBC)

- Late February / 27 March 2027:
  The award ceremony will take place at BOCHK, where finalists will present their strategy logic and live trading performance before the winners are crowned.

Don’t miss your chance to compete on a global stage —

Registration opens on 7 September 2026.

ELIGIBILITY AND TEAM FORMATION

Who can join？

Open to
Current undergraduate and postgraduate students from all disciplines at universities in Hong Kong, the Chinese Mainland, and globally. The Challenge is held in Beijing, Shanghai and Hong Kong. BOCHK will extend invitations to its young clients to encourage participation.

Team formation
Students participate in teams of 3, with one designated team captain responsible for registration and official communications. Interdisciplinary teams are encouraged. All competition materials and presentations are conducted in English.

PRIZE POOL

The total prize and scholarship pool for this competition is HKD 340,000, distributed as follows:

- Champion (1 team): HKD 150,000 cash prize — plus a BOCHK wealth management internship interview and priority consideration for admission to HKU Business School’s Masters programmes.
- 1st Runner-Up (1 team): HKD 60,000 cash prize — plus priority consideration for admission to HKU Business School’s Masters programmes.
- 2nd Runner-Up (1 team): HKD 30,000 cash prize — plus priority consideration for admission to HKU Business School’s Masters programmes.
- All 10 finalist teams: Priority consideration for admission to HKU Business School’s Master of Wealth Management and Master of Family Wealth Management programmes, plus scholarship consideration (BOCHK Future Wealth Navigator Scholarship and Dean’s Scholarship, up to HK$275,000).

Prize distribution rules

- Cash prizes are distributed equally among all registered team members.
- Scholarships are conditional upon admission to the programme; amounts are determined by HKU Business School based on merit.

ABOUT
BOCHK

Bank of China (Hong Kong) (“BOCHK”) is a leading listed commercial bank and one of Hong Kong’s three note-issuing banks. It also serves as the sole RMB clearing bank in Hong Kong, making it the first choice for RMB-related services.

Established in 2001 and listed on the HKEX in 2002 (stock code: 2388), BOCHK employs over 14,600 professionals and operates the most extensive branch network in Hong Kong, offering a full range of financial and wealth management services to personal and corporate customers.

Leveraging its strong RMB franchise and close ties with its parent bank, BOCHK delivers high-quality cross-border services and is actively expanding across Southeast Asia, with a presence in nine countries including Malaysia, Thailand, and Vietnam. The bank is also a key player in green and sustainable finance, supporting enterprises’ low-carbon transition.

BOCHK has received numerous accolades, including “Bank of the Year in Hong Kong” by The Banker and “Strongest Bank in Asia Pacific” by The Asian Banker.

ABOUT
HKU BUSINESS SCHOOL

Established in 2001, HKU Business School (HKUBS) is a dynamic faculty at The University of Hong Kong and a top international business school in Asia. It nurtures business leaders through world-class faculty, offering global knowledge with an Asian perspective.

Ranked Asia’s No.1 in Financial Times Research Ranking 2024 and UTD Research Rankings (2020–2024), with an MBA ranked Asia’s No.1 by the EIU (10 times) and Hong Kong’s No.1 in QS Global MBA Rankings (5 consecutive years). The School has strategic partnerships with leading global universities and corporations, and an international network spanning Beijing, Shenzhen, Vietnam, and Tel Aviv. Fully accredited by EQUIS and AACSB.

Visit us at https://www.hkubs.hku.hk/

ABOUT
WMA

Building on HKU Business School’s decade of leadership in wealth management education, the Wealth Management Academy (WMA) was established to connect policy, industry, academia, and research. An initiative of HKU Business School, the Academy grooms talent for the wealth management, asset management, and family office sectors through its undergraduate and master’s programmes — the Bachelor of Finance in Asset Management and Private Banking, the Master of Family Wealth Management, and the Master of Wealth Management — which have together produced over 500 graduates. The Academy aspires to be a world-leading hub for education and research, advancing its mission through three strategic pillars: talent development, thought leadership, and stakeholder engagement.