Financial Consultants & Advisors

Shanghai Twinsource Financial Consulting Co., Ltd
Financial consultation and outsourcing services, including company establishment, book keeping, taxation planning and declaration, and preparation of financial reports and audit reports. Suite 8-N, Hengji Plaza 99, Huai Hai Road.
Austen Morris Associates
Austen Morris Associates is an international financial planning and wealth management company. Our international operations were founded in 1994 on the principles of trust, professionalism and partnership.
Premium Finance Group
Financial advisory and services. Fund management, education planning, retirement planning, investment, trusts, tax, offshore banking, and wealth management. 10th Floor Unit C Crystal Century Tower No. 567 Wei Hai Road. Located in Jingan District.
Access Financial
Financial advisory and services. Solutions for contract management, employment, self-employment, limited companies. Working with contractors and end clients. Room 1409 Huai Hai China Tower No. 885 Ren Min Road. Located in Huangpu District.
J.P. Morgan
Unrivalled experience, service and innovation for DR issuers, investors, shareholders and intermediaries.
Mazars
Mazars specialises in audit, accounting, tax and business advisory services and focuses on delivering value in meeting our clients needs - whether they be individuals, OMBs / SMEs, or multi-national corporations.
Fontainburg Capital Advisory (China) Limited
Financial advisory and services. Mergers and acquisitions, strategic advisory, private equity, corporate finance, and China M&A task force. 21st Floor Suite E1 Xin Da Plaza No. 1399 Beijing West Road. Located in Jingan District.
Zetland Fiduciary Group
Financial services and business consultancy. Corporate finances, business consulting, trust and fiduciary, foundation and offshore company formation. Suite 13F Shanghai Industrial Investment Building No. 18 Caoxi North Road. Located in Xuhui District.
Shanghai Ruizhuo Financial Consuiting Co.,Ltd.
Offers accounting and tax services, as well as enterprise registration service. Room 1415, 2449 Gonghexing Road, Shanghai.
Shanghai Exceed Finanacial Consulting
Provides financial outsourcing and management consulting for small and medium enterprises. 706 Room, 2158 Siping Road, Shanghai.
BlueStrait Investment Management
Independent investment advisor and pioneer offering international investment advice and asset allocation. Portfolio management.
Shanghai F&S Financial Consulting Co., Ltd
Provides consultant and outsourcing services in areas such as finance and taxation. Room 1505, 2 Lane, 775 Si Ping Road, Hongkou.
Deloitte Touche Tohmatsu Limited (DTTL)
Deloitte provides audit, consulting, financial advisory, risk management, and tax services to selected clients.
DNS Investment Management Co.,Ltd
Financial advisory services. Solutions, implementation, leasing and structural financing advisory, credit management, and trade-related services. 5th Floor Somekh Building Rockbund No.149 Yuanmingyuan Road. Located in Huangpu District.
Atlas Wealth Management
Providing wealth management and planning services to the expatriate community. 3/F Silver Tower, No 85 Tao Yuan Road, Luwan District.
GWM Limited
Wealth management and financial adviser, provides a vast range of offshore financial products, investment platforms and tailored solutions. Heng Ji Building, 99 Huai Hai Lu, Shanghai.
Ruan Yin Consulting
Provides accounting and auditing services as well as management consulting and establishment of internal control systems. Room 403D, 2240 South PuDong Road, Pudong District.
Trustar
Offers financial auditing, tax consulting and company registering services. Room 309, Block 2, Withub White-Cat Science Park, 641 Tianshan Road.
St James Place Wealth Management
Offer personalised holistic financial advice to expatriate private clients. Solutions include savings & Investments to meet future needs such as retirement and further education, life insurance and critical illness insurance & trust services.
Devere and Partners
Financial consultancy. Financial services including long-term investments, pensions, savings, mortgages, and online stock trading. Expat clients and investors. 19th Floor Suite 1906 Tian An Center No. 338 Nanjing West Road. Located in Huangpu District.
Austen Morris Associates
Financial management services. Wealth management, mortgages, investments, financial planning, retirement planning, and wealth portfolio options. 19th Floor China Guangfa Bank Tower 555 Xujiahui Road near Luban Road. Located in Luwan District.
Mertz-International LLC
Financial consultancy and services. Financial planning, financial statements, audits, tax management, and accounting services. 1606 No. 357 Madang Road. Located in Luwan District.
Chartered Advice
Give advice to all expat nationalities. This enables expats to help keep their finances in good order, under control and protected and in line with their wishes, life circumstances and future plans. Zhongxi Mansion,Jiangsu Road.
Ernst & Young Global Limited
Financial services and consultants. Services include taxes, assurance, transactions, and financial services. 50th Floor Shanghai World Financial Center 100 Century Avenue. Located in Pudong District.
Evalueserve Business Consulting Co., Ltd.
Corporate and financial services. Financial services, corporate management and solutions, data report and market research. 6th Floor Huatsing Building No.777 Guangzhong West Road. Located in Zhabei District.
Smount Consulting
Business and financial consulting. Services in financial taxes, advisory, human resources, accounting, CFO, payroll and bookkeeping. Room 2604-2605 Grand Gateway Tower 1 Hong Qiao Road. Located in Xuhui District.
Phoenix International Investment
Financial advisory services. Includes portfolio management, offshore bank accounts, direct equity, private placement, portfolio and corporate bonds, trust and tax planning. Insurance and accounting. No.1438 Shanxi North Road. Located in Putuo District.
Shanghai Linwo Financial Consulting Co., Ltd.
Services include company set up, tax consulting, book keeping, audit reporting and accounting outsourcing for small and medium enterprises. Room 337-339, Building 428, Dong Fang Road.
Lew & Barr Consulting Services
Consulting services include areas of accounting, auditing and business management, IPO and taxation. Suite 5708, Plaza 66, 1266 Nanjing West Road, JingAn.
Infinity Financial Solutions
Financial consultancy services to individuals and corporations. Investment advice, insurance coverage, and pension plans. Suite 1601 OOCL Plaza No. 841 Middle Yan An Road. Located in Jingan District.

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