Mission & Philosophy

We are a Shanghai-based boutique consulting firm whose core analytical interest is in exploring all opportunities open and available to the foreign asset management and servicing community within the Chinese investment management market. Established in 2004, we bring together a diverse team of professionals well versed in both the local dynamics and global needs of the financial services industry. We are recognized throughout the industry for the fast delivery of top-quality, independent analyses and objective opinions.

We provide our clients – both active and prospective participants in the Chinese investment management industry – with data, insights and advice through the full lifecycle of their Mainland activity: from opportunity identification and commercial due diligence, through first product launch assessment and strategic planning analysis, to peer benchmarking and regional office staff/structure consultancy. Our views, predictions and classleading data on the entire industry are used to create both standardized research publications and tailored projects.