Financial Consultants & Advisors
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.
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.
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.
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.
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.
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.
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.
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.