We help internationally minded people

Our client base is made up of people with an international mindset. Many have relocated temporarily due to work; others have decided to settle here due to family commitments and there are those who return from overseas to further their careers or look after their family.

Hong Kong provides an amazing opportunity to earn sizeable income with low taxes and tax-free investment returns, which enables you to build your personal balance sheet quickly.

If you’re in a similar situation, your financial life maybe quite complex.  You may be thinking:

  • Do I have enough money to last the rest of my life?
  • Do I have too much money and could my family be faced with a large tax bill one day?
  • Is my family financially secure should something happen to me?
  • How would my tax bill be if I return home and how can I legally reduce it?

For those people who are currently living overseas or are planning to relocate in the future, we can help put your mind at ease.

What we can help with

Using cutting edge Fintech, your BMP Wealth Manager will help you model the costs of your future lifestyle and build a financial blueprint, showing how much you need and when you’ll need it. We can then see if you have “Enough”.

Once we know how much is “enough” for you, we develop strategies to accommodate your financial goals. This could be one or more of the following:

  • Protection planning

To ensure your family can have financial security and peace of mind.

  • Building your wealth

To accommodate your future lifestyle aspirations.

  • Managing your wealth

Efficient portfolio management including future tax optimisation.

  • Preserving your wealth

For the rest of your life and for future generations.

Why choose us?

We’re experts in providing specialist financial planning services to clients in the Hong Kong and the APAC region. We have been in Hong Kong for many years and are experienced in the various investment structures, insurance and tax planning strategies unique to the SAR. We are also fully regulated by Hong Kong’s international Tier 1 regulators.

Learn more about what makes us different