Financial Advisors Hong Kong Near Me

4worldlovers: A new way to look at your money in your life

Life-Centred Financial advice helps you to understand your financial future and allows you to see how you can spend your time doing what you want to do, helping the people you would like to help, experiencing new and exciting things and living the life you want to live.

Life is not a rehearsal so let’s make it count.

We’re dedicated and passionate about you and your life. All great things start with a plan, and our unique LifePlan process will help you to decide what you need to do today to create a brighter tomorrow.

Our experienced financial planners will help you to make smart decisions, allowing you to live in the present while being confident and prepared for the future.

Life-Centred Financial Planning is all about helping you to have the extra time to do what you want to do. That might be time saved by letting us remove the hassle for you, or the time you can gain by optimising your investments that allows you to work part time or even not at all. You may even have enough money already to spend all your time doing what you would really love to do.

We can help you to maximise your time, find out more.

Being an expat can often add an additional layer of complexity and confusion regarding the management of your finances. At Pyrmont Wealth Management we specialise in helping expats (from both UK and Australia) in Hong Kong plan with ease and efficiency while also ensuring they have a robust plan for their future, regardless of where in the world they may like to go.

Some of our best success stories started with a simple chat over coffee. If you would like to find out more about us, our fee-based approach, or our life-centred financial planning process then please get in touch today!

We believe proper financial advice should provide you with clarity and confidence. But first we should check that your plan is built on solid foundations. Would your loved ones be ok if something happened to you?

Having proper protection planning in place gives you the solid foundations to build your future financial plans on. See how we can help.

4worldlovers:
Society of Registered Financial Planners (“HKRFP”) is established to promote professionalism in financial planning. HKRFP is a self-regulatory and not-for-profit organization.

2. Nurture professionalism among financial planners, and raise public awareness on values of financial planning services, and

3. Ensure the quality, integrity, objectivity, diligence, due care and attention of services are adequately provided by financial planning professionals.

HKRFP is established to regulate its members to act in the public interest by establishing and through continuous education, examination, experience, enforcement of code of ethics and professional responsibilities for HKRFP designation.

4worldlovers:
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

Houlihan Lokey has three offices in China: Hong Kong, established in 2007; Beijing, established in 2008; and Shanghai, added with the acquisition of global investment bank GCA Corporation in 2021. The Houlihan Lokey China team mainly focuses on cross-border mergers and acquisitions, financial restructuring, corporate finance, and independent financial consulting. We provide professional investment banking consulting services to state-owned enterprises, private enterprises, various listed and nonlisted companies, sovereign wealth funds and private equity funds, etc., to help Chinese clients achieve strategic planning and development goals.

Vetrerie Riunite S.p.A.: Advised the company, an affiliate of Sun European Partners, LLP, on its strategic investments in Liaoning Suizhong Minghui Industrial Technology Co. Ltd. (2021).

The Board of Nam Tai Property, Inc. (NYSE:NTP): Advised the board on the US$170 million PIPE financing (2020).

EnTouch Systems, Inc.: Advised this U.S. company on its sale to RCN/Grande. Dr. Peng Telecom & Media Group Co., Ltd. (SHSE:600804) provided related M&A financing prior to the sale (2020).

Sinovac Biotech (NASDAQ:SVA): Advised the company on financing US$515 million of Sinovac Life Sciences, the subsidiary of Sinovac Biotech (2020).

Rubicon Partners: Advised the company on the sale of its U.K. investment, Farsound Aviation Ltd., to Handel Capital (2019).

The Board of Phoenix New Media Ltd. (NYSE:FENG): Advised the board on the sale of its shares for approximately US$350 million in Yidian Zixun (2019).

Aircrete Technology Holding BV: Advised the company on the sale of a controlling interest in its Netherlands-based affiliate, Aircrete Europe Holding BV, to Zhejiang Yuanzhu Residential Industrialization Company Ltd. (2019).

Toledo Molding & Die, Inc.: Advised the company on its sale to Grammer AG (XTRA:GMM), an affiliate of Ningbo Jifeng Auto Parts Co., Ltd. (SHSE:603997), for US$271 million (2018).

Motus Integrated Technologies: Advised the company on the sale of 100% of its automotive sun visors business in France and Mexico and the related assets of its sun visors business in North America to Shanghai Daimay Automotive Interiors Co., Ltd. (SHSE:603730) for approximately US$150 million (2018).

Zhengzhou Coal Mining Machinery Group Company Ltd. (SHSE:601717, SEHK:564) and China Renaissance Capital Investment: Advised the companies on the acquisition of the starter motor and generator business of Robert Bosch GmbH for Eur545 million (2017).

The Toronto Oak Trust: Advised the company on the sale of its Canada investment, Iovate Health Sciences, to Xiwang Foodstuffs for US$730 million (2016).

Yinyi Group: Advised the company on its acquisition of ARC Automotive, Inc., for approximately US$500 million (2016).

Luckin Coffee: Advising the company on its launch of a Cayman Islands scheme of arrangement to restructure its US$460 million convertible bonds. The company has entered into a binding term sheet to settle class action claims filed on behalf of purchasers of the company’s ADS (ongoing).

China Fishery: Advising an ad hoc group of holders of the company’s US$1.2 billion in OpCo debt on a comprehensive restructuring and recapitalization transaction. The transaction involves a significant deleveraging and transfer of ownership of the Peruvian OpCos to an entity wholly owned and controlled by existing senior creditors (ongoing).

GCL New Energy (SEHK:0451): Advised an ad hoc group of noteholders on the restructuring of the company’s US$500 million senior notes (2021).

Hilong Holdings (SEHK:1623): Advised an ad hoc group of noteholders on the restructuring of the company’s US$365 million in offshore notes (2021).

Car Inc. (SEHK:0699): Advised the company on the consent solicitation transaction to amend certain terms of its three tranches of offshore unsecured notes (2020).

Swissport (previously a subsidiary of HNA Group): Advised the company on the restructuring of its c. Eur2.4 billion debt obligations (2020).

GNC: Advised first lien term loan creditors on the sale of substantially all of the company’s assets, pursuant to Section 363 of the U.S. Bankruptcy Code, to Harbin Pharmaceutical Group (2020).

PizzaExpress (Hony Capital portfolio company): Advised the company on the financing of super senior term loan (2020).

Noble Group: Advised the unsecured creditors of the company on a comprehensive financial restructuring of its c. US$4.1 billion in total debt via concurrent U.K. and Bermuda schemes of arrangement (2018).

4worldlovers:

Brite Advisors Pty Ltd. is licensed in Australia with the ASIC (AFSL 337670). The Brite Advisors SA (Pty) Ltd is registered with the FSCA in South Africa under FSP number 51690. In the UK, Brite Advisors (UK) is a trading style of Basi & Basi Financial Planning Ltd. which is authorised by the Financial Conduct Authority (FRN 513993). Brite Advisory Group also has numerous pensions schemes, administered in Hong Kong, UK, Gibraltar and Malta.

Brite Advisory Group has taken all reasonable steps & care in producing the information & statements issued on this website and accept no responsibility or liability for any errors, omissions or misstatements. Brite and its representatives have provided opinions, forecasts and recommendations based on information available at time of issue and hold the right to change their judgement and assumptions at any time and without notice.