Building, managing and preserving the wealth of Hong Kong's international community

Why choose us?

About you

We specialise in helping internationally-minded people successfully manage their complex financial affairs. Find out more about how we can help.
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What we do

We blend financial planning and wealth management by identifying your goals and building a plan to achieve them, underpinned by our award-winning Model Portfolio Service offering low-cost, risk optimised solutions in various currencies.
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Who we are

Meet our team of friendly and experienced financial planners. Having spent years in the profession, we're best placed to advise our clients on their financial lives and help them achieve their goals.

Client stories

Hear from some of our clients and read about how we've worked together to improve their financial lives.

David Smith

David Smith:

We've always instilled trust in Jeanette's decisions when it comes to our finances

We've always instilled trust in Jeanette's decisions when it comes to our finances

Georgina & David

Georgina & David:

Working with James, I just feel my money is safe.

Working with James, I just feel my money is safe.

Henry Schmidl

Henry Schmidl:

I feel at ease knowing Jahmaine is looking after my finances

I feel at ease knowing Jahmaine is looking after my finances

Edwin Hogervorst

Edwin Hogervorst:

I trust Howard with my finances and feel confident that my future is secure

I trust Howard with my finances and feel confident that my future is secure

Retiree

Retiree, Scotland: Scottish expat

We very much worked together to produce a sensible financial plan

This client spent his career in Hong Kong, and retired back to Scotland in early 2020. He came to BMP wanting help with his retirement plan.

Laurent Bickert

Laurent Bickert, Hong Kong: French expat

Open-minded and creative… definitely not a ‘one-size-fits-all approach

Laurent moved to Hong Kong from France nine years ago, and was looking to overcome some retirement planning hurdles, as well as negotiating his expat contract.

Richard Nicoll

Richard Nicoll, Dubai: British expat

I feel very lucky to have met James. I totally trust him

Richard transferred to Hong Kong from Dubai, and first began working with BMP Wealth in 2015.

Joseph

Joseph, Malaysia: British expat

BMP Wealth have taken great care with my nest egg

Joseph moved to Hong Kong to start his own business after working for Tesco for 20 years. He wanted to understand how best to plan for his future.

Long-term resident of Hong Kong

Long-term resident of Hong Kong:

Very clear and transparent

This client has been a resident of Hong Kong since the 1970s, and needed a trusted hand to guide him through the financial complexities.

Lawyer in Hong Kong

Lawyer in Hong Kong, Hong Kong:

Very responsive and proactive

Having lived and worked in Hong Kong for the last 25 years, this client wanted more diversification in their portfolio.

US expat in Asia

US expat in Asia:

I wouldn’t take a call from any other adviser

This client explains how he was won over by our refreshing approach, and how it’s enabled him to get where he wants to be.

Our latest client survey results

In 2023 we asked our clients to participate in a survey, as Client feedback is essential to BMP Wealth.

It helps us understand what our clients value most, and where we can improve.

We want to share some of the results with you:

93.88
of our clients – who answered definitively – would recommend us BMP Wealth to other people
98.11
of our clients believe that working with us has already, or will in the future, helped them to achieve their financial goals
100
of our clients are either very satisfied or satisfied that we understand their needs and financial objectives

We asked our clients to explain the biggest single benefit of working with us, here are our favourite answers:

A friendly personal relationship, no hard sell of financial products.

Not losing significantly given market conditions.

Tailor made approach addressing the needs of my family and me.

I can focus on my job while BMP looks after my finances.

Working with an adviser I can trust and is responsive.

Trusted advice for over twenty five years.

Our awards

We hold ourselves to the highest of standards, and the awards we win are a great example of how highly others believe us to be.

Cashflow planning

With cashflow planning, you can visualise your financial future, including alternative scenarios based on future events.

Our latest insights

Be sure to stay up to date with all of the latest industry news and insights. Read some of our most recent blogs.
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