Patrick Wu
Managing Director
Valuation Advisory
Hong Kong
Patrick Wu
Financial Services and Asset Management
Contact Us
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
Hong Kong
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
Financial Advisor
Duff & Phelps Advised Turning Point on its Growth Investment
has received a growth investment from
and
Sell Side Advisor
Duff & Phelps Advised Functional Formularies on its Majority Recapitalization with Swander Pace Capital
has completed a majority recapitalization with
Duff & Phelps acted as exclusive sell side advisor to Nutritional Medicinals LLC
Sell Side Advisor
Duff & Phelps Advised Siamons International Inc. on Its Sale to Rust-Oleum, a subsidiary of RPM International Inc.
has been acquired by
a subsidiary of
Fairness Opinion
Duff & Phelps Advised Johnson Controls on the Sale of its Power Solutions Business to Brookfield Business Partners
has sold its Power Solutions Business to
Independent financial advisor to the board of directors of Johnson Controls
Insights
Publication
Healthcare IT Insights – Winter 2019
by Brooks Dexter
Report
Valuation Insights, First Quarter 2019
Report
U.S. Equity Risk Premium Recommendation
Report
Transaction Trail 2018 Report
Report
Cost of Capital Navigator – New Features
Report
European Industry Market Multiples
News
Events
Andreas Chrysostomou to Lead Workshop at the 15th Annual Life Sciences Accounting and Reporting Congress
March 20-22, 2019 Philadelphia