From capital outflow to global allocation -2026 Financial Services Expo focuses on new cross-border financial needs

Enterprises going abroad and cross-border arrangements for families often cannot avoid the same problem: how to legally 'go global' with money. For overseas enterprises, it involves arranging overseas investment funds, overseas accounts, exchange rate management, and financing support; For families planning overseas identity, education, or property, it involves the coordinated allocation of foreign exchange, remittance, overseas accounts, and family assets. Cross border finance is evolving from a professional service to a common requirement for an increasing number of businesses and households.

The Overseas Immigrant Study and Property Expo, as well as the Enterprise Overseas Development and Financial Services Expo, will be held from November 20 to 22, 2026 at the Shanghai World Trade Exhibition Center for three days, with an estimated 8000 visitors. The financial services sector of the Expo focuses on cross-border finance, overseas investment, overseas accounts, and global asset allocation, providing one-stop docking for institutions and individuals with cross-border financial needs.

What content does the cross-border finance sector cover?

One is financial support for enterprises going abroad. This includes arrangements for outbound investment funds, cross-border settlement and financing, overseas account management, exchange rate risk management, etc. Participating financial institutions and enterprise service agencies will provide corresponding solutions and references based on the funding needs of enterprises at different stages of going global.

The second is cross-border financial arrangements for families. This includes personal currency exchange and cross-border remittance, opening overseas accounts, and global allocation of household assets. Relevant institutions will introduce arrangements and compliance requirements for different currencies and markets, helping families understand common paths for cross-border fund management.

The third is overseas asset allocation and information. Around the diversified allocation needs, participating institutions will provide relevant information on overseas markets, different asset categories, and allocation tools to help individuals and families make judgments based on a full understanding.

The fourth is policy and compliance information. Cross border finance involves various regulations such as foreign exchange management. Participating institutions will introduce the compliance points of cross-border fund flows in accordance with current requirements, helping enterprises and individuals avoid risks caused by lack of understanding of the rules.

What can the attending audience gain?

For enterprises, it is possible to gather information on financial support for different stages of going global at a single exhibition, connect with diverse institutions such as banks, securities firms, and insurance companies, reduce the cost of individual connections, and form a more complete funding arrangement plan.

For families, the financial arrangements for identity, education, and property can be coordinated together, and through on-site consultation to understand the compliance paths and cost differences of different arrangements, decisions that are more suitable for the family situation can be made.

For financial institutions and service companies, the Expo provides a centralized window to reach high net worth customers and overseas enterprises, where they can communicate face-to-face with customers with clear needs, showcase products and services, and accumulate potential business leads.

It should be noted that cross-border financial services must be conducted within a compliance framework, and specific funding arrangements should be tailored to one's own situation and consulted with professional institutions; When it comes to investment and allocation, one should fully understand the risks, make rational decisions, and not blindly follow profit oriented approaches.

Shanghai is one of the important cross-border financial resource gathering places in China, with a relatively complete financial service ecosystem. The Expo is located at the Shanghai World Trade Exhibition Center, making it convenient for businesses and families to connect with diverse financial and professional services nearby, and to understand cross-border financial needs in a more familiar and concentrated context.

What are the common misconceptions in cross-border finance?

One issue is a lack of compliance awareness. Cross border capital flows involve various regulations such as foreign exchange management, and bypassing compliance paths often brings subsequent risks. The second is to compare only the price and not the compatibility. The rates and services for currency exchange, remittance, account and configuration vary greatly, and a 'pure price comparison' that deviates from actual needs is prone to losing sight of one aspect. The third is to ignore exchange rates and holding costs. The exchange rate fluctuations and related costs of different currencies and markets will affect the actual arrangements and need to be considered together.

At the exhibition site, the financial services sector is linked with ODI's overseas expansion, immigration, study abroad, real estate and other sectors in the same hall. Enterprises and families can understand cross-border financial arrangements together with corresponding overseas expansion, identity, education and real estate plans, forming a more complete funding arrangement idea.

How to visit efficiently?

It is recommended to register through the official website in advance and sort out one's own cross-border financial needs before visiting, such as arranging overseas funds for enterprises, exchanging foreign exchange remittances for families, overseas account or configuration intentions, etc., in order to quickly connect with corresponding institutions on site. During the exhibition, additional information can be provided in conjunction with the scheduling of concurrent events. After the exhibition, interested institutions will be recorded and followed up, and a comprehensive evaluation will be conducted based on professional opinions and compliance requirements.

Which institutions are suitable for exhibiting?

Banks, securities firms, insurance and fintech institutions that provide cross-border funding, settlement, financing and risk management services to overseas enterprises, as well as institutions that provide overseas account, exchange remittance and asset allocation services to high net worth individuals, can all reach their target customers through the exhibition. The Expo brings together two types of customer groups: enterprises and individuals, providing institutions with a relatively concentrated window for acquiring and connecting with customers.

For institutions interested in expanding cross-border business cooperation and understanding the latest changes in market demand, participating in the exhibition is also a scene of observing industry demand and establishing industry cooperation, which helps institutions to gather clues and optimize services in communication.

From the perspective of coordination pace, it is recommended that companies and families bring relevant materials for on-site consultation, and pay attention to compliance information based on official releases. After the meeting, follow up with interested institutions to transform the contacts established at the exhibition into actual progress.

Visit and Exhibition Information

Event Name: Overseas Immigration, Study Abroad, Real Estate, Enterprise Going Global, and Financial Services Expo

Time: November 20-22, 2026 (for a period of three days)

Location: Shanghai World Trade Exhibition Center

Scale: Approximately 8000 visitors expected in three days

Exhibition Hotline: 13681692751 (same as WeChat)

Official website: www.qs-expo.com

Reminder: The specific schedule, list of participating institutions, and appointment methods of the exhibition are subject to the latest official website release. If you have the intention to participate or visit, you can inquire in advance through the official website or exhibition hotline.