Patrick Wu
Managing Director and Head of Valuation Advisory, Greater China
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
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
Placement Agent
Duff & Phelps Advised The RiteScreen Company on its Successful Debt Refinancing and Placement of a New Credit Facility with U.S. Bank
a portfolio company of
has entered into a $40,000,000 senior credit facility with
Financial Advisor
Duff & Phelps' Diversified Industrials M&A Team Advised Icon Identity Solutions on its Merger with MC Group
has merged with
Sell Side Advisor
Duff & Phelps' Business Services M&A Advisory Team Advised Centralized Showing Service, Inc. on its Sale to ShowingTime.com, Inc.
has been acquired by
Sell Side Advisor
Duff & Phelps Advised TechLink on its Sale to The Execu|Search Group
has been acquired by
Insights
M&A Advisory
Staffing Industry Insights – Fall 2019
by John Niehaus
Transfer Pricing
Can Cost Sharing Mitigate BEAT?
by Michelle Johnson
Transfer Pricing
Coming to Terms with BEAT – How Changes to Intercompany Debt Can Impact BEAT Exposure
by Michelle Johnson
Valuation
Duff & Phelps Launches IPL Brand Valuation Report 2019
by Varun Gupta
News
Simon Webber in Bloomberg Tax – Issues and Proposals in the Digitalizing Economy Tax Debate
Duff & Phelps Featured in Bloomberg BNA Transfer Pricing Forum – Taxation and Digitalization of the Economy
Duff & Phelps to Host 2019 IP Value Summit
Santosh N Talks About the Rise of Valuation in India
Duff & Phelps Launches IPL Brand Valuation Report 2019
Best Practices for Hedge Fund Managers to Mitigate the Conflicts Arising From Managed Accounts
Duff & Phelps Appoints Jacco Brouwer as New Leader of European Debt Advisory Practice
Duff & Phelps Expands Global Aerospace Defense and Government Services (ADG) M&A Advisory Practice
Duff & Phelps Expands Transaction Advisory Services Practice With New Managing Director
Why Managed Accounts Present Conflicts of Interests for Hedge Fund Managers – Part One
Events
Duff & Phelps to Sponsor and Speak at IPT Credits and Incentives Symposium 2019
November 12-15, 2019 Seattle
Simon Webber to Speak at 35th Annual TEI-SJSU High Tech Tax Institute
November 4-5, 2019 Palo Alto
