Patrick Wu
Managing Director and Head of Valuation Advisory, Greater China
Hong Kong
Patrick Wu
Financial Services and Asset Management
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Ricky Lee
Managing Director
Valuation Advisory
Hong Kong
Ricky Lee
Nicolas Inman
Managing Director
Compliance and Regulatory Consulting
Hong Kong
Nicolas Inman
James Cook
Managing Director
Restructuring, Bankruptcy and Insolvency Litigation
London
James Cook
Steven Carey
Managing Director
Transfer Pricing
Hong Kong
Steven Carey
Duff & Phelps’ financial services industry professionals possess a deep knowledge of micro and macro business and regulatory trends that affect the world marketplace.
Available in all the key financial centers across the Americas, Europe and Asia, our specialists provide the financial services and investment management sector a full suite of advisory services.
Related Services
Compliance and Regulatory Consulting
Local and global compliance expertise for the financial services industry.
Compliance and Regulatory Consulting
Alternative Asset Advisory
Transparent valuations of illiquid investments and complex securities and liquidity solutions through secondary market transactions.
Alternative Asset Advisory
Private Capital Markets – Debt Advisory
Advice on capital raising and securing best market terms across the capital structure from senior debt to equity.
Private Capital Markets – Debt Advisory
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Financial Sponsors Group
Governance, Risk, Investigations and Disputes
Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, restructuring, insolvency and other advisory.
Governance, Risk, Investigations and Disputes
Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Valuation Advisory
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax ServicesCase Studies
Sell Side Advisor
Duff & Phelps Advised Banner Industries, LLC on its Sale to MiddleGround Capital
a portfolio company of
has been acquired by
Sell Side Advisor
Duff & Phelps' Consumer M&A Team Advised Eureka Restaurant Holdings on its Majority Recapitalization with Carolo Corporation
a portfolio company of
has completed a majority recapitalization with
Fairness Opinion
Duff & Phelps Provided a Fairness Opinion to capiton in Connection with the Single-Asset Secondary Transaction of KD Pharma Group
has completed the single-asset secondary transaction of
Sell Side Advisor
Duff & Phelps' Aerospace Defense and Government Services M&A Advisory Team Advised SEMCO Aerospace on its Sale to SK AeroSafety Group
has been acquired by
a portfolio company of
Insights
M&A Advisory
Staffing Industry Insights – Winter 2020
by John Niehaus
Valuation
Duff & Phelps 2020 SBBI® Yearbook
by Carla Nunes
Transfer Pricing
Duff & Phelps Comment Letter to the OECD’s Unified Approach Under Pillar One
by Simon Webber
M&A Advisory
China Transactions Insights – Early Winter 2019
by David Lu
News
Duff & Phelps Expands Securities Solicitation and Trustee Services Lines into Europe with Acquisition of Lucid Companies
Duff & Phelps to Be Acquired by Global Investor Consortium for $4.2 Billion
Nancy Czaplinski to Chair Business Valuation Resource Panel
Wenye Group Launches HKEX Global Offering
