Our Business

Corporate Finance Advisory Services

Initial Public Offering (IPO)

Based on our extensive experience, we are ideally placed to provide developing businesses with the expertise and advice needed to embark on an IPO. With our knowledge and network, we help our clients to avoid the pitfalls, smoothing the path to a successful listing. We also assist our clients in identification and selection of, and negotiation with, market professionals in connection with an IPO.

We have assisted several Chinese companies successfully to complete their IPOs in Hong Kong and Singapore.

Pre-IPO Financing and Capital Fund Raising

Through our extensive network, we are able to access sources of pre-IPO and capital fund financing to facilitate the development of companies before their listing on a stock exchange. We act as financial advisor to and introduction agent for companies seeking equity funding (including pre-IPO funding). This is the precursor to the main capital fund raising exercise undertaken at the time of the IPO.

Mergers and Acquisitions and Other Advisory Services

We assist companies to implement various strategic acquisitions, disposal and joint ventures as well as corporate restructuring and regulatory compliance.

The Wealth Management

Division specialises in personal financial planning for high net worth individuals and corporations. Our aim is to provide a professional, confidential and individually tailored financial planning service to protect our individual clients from financial loss and to enhance asset value in the accumulation of wealth.

REVIEW AND EVALUATION OF PERSONAL PORTFOLIOS

We work with clients to ensure that solutions are tailored to their individual needs. This avoids any duplications or inadequacies and minimizes potential liabilities, in the accumulation of personal wealth. After an in-depth macro financial analysis establishing net worth, the tax situation and risk tolerance, we work to ensure that financial objectives are fully met. Based on this analysis, we determine optimum conditions and make formal recommendations to clients on how to achieve their objectives. This initial consultation is FREE as well as the subsequent meetings to identify the different products available in order to achieve the necessary asset diversification and to balance associated risk.

INSURANCE CONSULTANCY

We provide an extensive range of insurance packages, offering comprehensive services at reasonable cost for all insurance needs. Our service extends to every lifestyle requirement, including Life, Personal Accident, Critical Illness, Medical benefits, Employee Compensation, Domestic Help, Household, Burglary and Fire, Performance Bonds and third party risk such as Professional Indemnity, Directors and Officers Liability, as well as Travel, Motor and Marine cover.

INDIVIDUAL FINANCIAL PLANNING

Specific financial goals for retirement, children's education funds and other personal requirements are met by our extensive range of financial solutions, where specific portfolios are tailored to suit individual needs. These include the development of a comprehensive financial plan to achieve long-term optimal financial goals in investment, insurance, and tax and estate planning. Portfolios are specifically designed based on risk profiles, and are continuously monitored and modified, to achieve the correct results.

ASSET GROWTH AND PORTFOLIO MANAGEMENT

Successful investment is never a one-off event. A long-term investment plan based upon an appropriate investment strategy with constant monitoring and maintenance will make sure that investors are not exposed to unnecessary risk. An on-going process of regular revision, quarterly or even monthly if appropriate, is an essential part of a successful investment plan.

MANDATORY PROVIDENT FUND SCHEMES (Analysis and Establishment)

With the range of Mandatory Provident Fund ("MPF") service providers in the market, we, as an independent financial consultant, are able to provide our clients with comprehensive information and the necessary impartial advice on the most suitable choice for different needs.

TRUST FORMATION AND TAX PLANNING

To protect assets and reduce tax liabilities, our experienced planning consultants formulate and help set up the most suitable programs for our clients to gain the maximum financial advantage from their assets. Offshore tax planning too can be highly advantageous. These services range from the formation of offshore trusts and tax effective schemes with these offshore facilities.

Some of our clients