Long-term resident of Hong Kong

Long-term resident of Hong Kong

I’ve been a resident of Hong Kong since the 1970s. Previously a Chartered Accountant, I’m now fully retired as of June 2020.

I knew that cross border planning was extremely complex, so I needed an expert to guide me through the available options. BMP Wealth was recommended to me by one of the first IFAs in Hong Kong. 

I have a good relationship with my financial adviser at BMP, who has guided me through matters such as reorganising my affairs and transferring my investments over. He’s very clear and transparent, and we have quarterly meetings where we discuss the progress of my portfolio. He understands my risk profile completely, and I appreciate that all of the fees are discussed up front. 

I’m admittedly a bit of a dinosaur when it comes to technology, so it’s ideal being able to sit down with someone and go through things like making the best use of my dashboard. 

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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, 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.

Laurent Bickert
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, 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.

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:

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.

US expat in Asia

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