US expat in Asia

US expat in Asia

I didn’t initially go looking for financial advice. I had an investment adviser in Singapore, and I wasn’t looking to change – until I met my BMP Wealth manager in Hong Kong. 

I really appreciated his approach: ‘let’s just have a conversation, no strings attached’. He explained BMP’s holistic approach to wealth management, and looked at my financial wellbeing in the same way I did. It was a truly refreshing angle. 

The BMP process was super well laid out – a clear step-by-step approach which was organised, with the right amount of momentum in order to deliver. My adviser was sincere from the start, helping me work through everything I needed to and laying out the incremental steps to get me to where I needed to be.

It’s hard to separate the firm from the adviser. Both demonstrate high integrity and are very transparent, both in terms of fees and how they will benefit. It’s definitely a long-term relationship, rather than a transactional one, and I wouldn’t take a call from any other adviser. 

It’s great to have someone trusted at your side, and I now consider my adviser to be a friend. I’d be happy to refer him to my friends and family – in fact, I already have.


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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, 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.

Joseph
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, 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.

Lawyer in Hong Kong