Looking after you and your clients

We are a Hong Kong-based Independent Financial Planner and Wealth Manager. Since 2018, we have grown organically and through acquisitions of quality individuals and businesses. We aim to create a leading Asian, independent wealth management business serving internationally-minded individuals.

We are looking for quality individual financial advisers or company owners who want to exit the industry soon or within a few years. We can complete acquisitions efficiently and prioritise your existing relationships, giving peace of mind to you, your team and your clients.

We will support you by providing significant capital payment against an agreed transition plan. You can be assured that your clients will be in safe hands as we work together on the transition and beyond.

About BMP:

• Backed by Marlborough Group:

A highly respected, independently owned UK asset manager, Marlborough Group, with over GBP 17 Billion AuM. This scale means we can complete acquisitions and integrate your business into ours efficiently.

• Independent advice:

Your clients will continue to benefit from independent advice provided by you, and, post-transition, by one of BMP’s advisers. There are no ‘forced migrations’ into solutions that are not suitable for your clients. Recent Client Surveys show BMP clients are happy and provide both written and video testimonials.

• Award Winning Model Portfolio Service: 

BMP’s model portfolios boast low overall fees (OCFs), leverage industry giants’ resources, have a high mathematical probability of continued superior performance, are optimised for five risk profiles and three currencies, and are benchmarked against the industry performance.

• Secure and growing business:

Marlborough is not involved with the running of BMP Wealth. However, and importantly, we work in partnership committed to making a difference for clients. BMP holds the Hong Kong Securities and Futures Commission, Insurance Authority, and Mandatory Provident Scheme Authority licenses.

The Process:

• Contact us:

Email Howard Clark-Burton at growth@bmpwealth.com to arrange a confidential conversation.

• Discovery:

We will conduct an initial review of your business, focusing on Client demographics, your business make-up, client product and investment holdings, and financials.

• Valuation:

Based on the Discovery process, we will provide you with an initial valuation benchmarked against the industry norms and what we are prepared to pay. Once we agree on a final valuation inclusive of any post-acquisition business integration goals and a payment schedule, we will provide a Heads of Terms.

• Due Diligence:

Once the financial and other arrangements are agreed, we will conduct further due diligence focusing in more depth on your clients, your team (if any), and your business.

• Completion:

Following a successful due diligence exercise, we will aim to complete the legal paperwork and regulatory approvals (where required) as efficiently as possible. This will usually trigger the first payment due to you.

To consider your options, please get in touch with Howard Clark-Burton at growth@bmpwealth.com to arrange a confidential initial meeting with you.