Fund advisory services in Hong Kong.

We provide hands-on support for fund acquisitions, divestments, and restructurings, alongside specialist tax structuring for domestic and international investment vehicles. Our transaction management and tax advisory services handle the execution, regulatory coordination and tax optimisation for investment funds in the Hong Kong market.

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Practical transaction support and tax structuring for investment funds.

Our advisory team delivers practical expertise in deal execution, cross-jurisdiction coordination, and compliant, tax-efficient structuring precisely when it is needed. Whether your fund is facing critical decisions or embarking on a growth strategy, we provide the specialist guidance required to navigate complex financial landscapes.

End-to-end transaction management

From target assessment to regulatory approval and closing, we handle every step of fund acquisitions and divestments, ensuring thorough due diligence, smart deal structuring, and seamless execution.

Restructuring and strategic repositioning

We identify optimal strategic options and implement restructuring plans to strengthen fund performance, whether through asset sales, mergers, or operational changes.

Tax-efficient fund structures

Through Acclime, we design compliant tax structures for domestic and cross-border investment funds. Our tax planning focuses on creating defensible structures that minimise tax costs while meeting all regulatory requirements across relevant jurisdictions.

Strategic and specialist fund advisory services

When your fund faces critical decisions that require specialist guidance.

Investment funds often need specialist support for complex transactions, restructurings, or tax structuring beyond routine administration.

Our advisory services deliver practical expertise in deal execution, cross-jurisdiction coordination, and compliant, tax-efficient structuring, precisely when it is needed.

Fund transactions
We advise on and manage a range of domestic and cross-border mergers, acquisitions and divestments.
We work with you to seek out and assess opportunities for domestic and foreign investment that fit your size, scale, and investment strategy. We then manage your transaction from start to finish including undertaking due diligence, helping gain regulatory approval, structuring the chosen acquisition vehicle, and closing the deal.
If you are embarking on an acquisition, disposal or global expansion, we will work with you to provide integrated transaction support, sound governance and management processes, and regular reports to the investment manager. This will ensure that the execution of your growth strategy proceeds as smoothly as possible.
Fund turnaround
We perform an independent analysis of your fund’s financial health, position, and circumstances to identify the appropriate strategic solution for your fund’s short- and long-term success.
Following the recommendation of the most appropriate repositioning strategy, we will work with you and your stakeholders to draw up an appropriate repositioning plan to effectively execute the new fund strategy.
We can also assist in the execution of the plan through lead advisory and due diligence roles in selling, merging or otherwise restructuring all or part of a fund.
Fund tax advisory
Whether you require assistance with your Hong Kong tax compliance obligations or are seeking advice on the most appropriate tax structure for your international affairs, we have the expertise to advise and support you.
We offer a full range of domestic and international tax planning services. We specialise in establishing tax-efficient domestic and global investment structures for investment funds, family offices, HNWIs and private groups, including:
Investment structures
- Multi-fund structuring
- Specialist asset management vehicles
- Real estate fund structures
- Private equity fund structures (including OFCs and LPFs)
Entity & ownership structures
- Limited partnerships
- Local and offshore trusts
Specialised structuring
- Share option plan services
- Financing, leasing, and IP structures
Tax planning & compliance
- Fund eligibility analysis for the Unified Fund Exemption (UFE)
- Transfer pricing
- Annual statutory FATCA and CRS reporting
- Annual statutory corporate tax filing with the Inland Revenue Department (IRD).
- Global withholding tax management
- Local and cross-border tax planning
Advisory & risk management
- Financial risk management
- Accounting and tax advisory services
Fund risk advisory
We provide comprehensive risk advisory support to help funds and fund managers strengthen governance, maintain compliance, and protect investor confidence.
We work with you to identify and assess operational, financial, and regulatory risks across your fund structure, and design and implement practical solutions to mitigate them. Our services include establishing governance frameworks, conducting internal and IT audits, and drafting policies and procedures that align with the Securities and Futures Commission (SFC) and international best practices.

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Why investment managers trust us to manage their fund operations.

Integrated, multi-disciplinary expertise

We combine transaction management, restructuring, and tax advisory under one roof, giving you coordinated advice across complex fund decisions without juggling multiple advisors.

Independent, objective analysis

Our independence ensures recommendations are fully aligned with your fund’s best interests. We offer fresh perspectives, identify strategic options, and provide clear, actionable guidance.

Cross-border transaction experience

We handle complex international transactions and tax structures, navigating multiple jurisdictions and regulatory regimes to optimise outcomes globally.

FAQs

Common questions.

How do you charge for fund advisory services?

Our fee structure depends on the nature and scope of the engagement. For transaction advisory, we typically work on a combination of monthly retainer and success-based fees aligned with deal completion.

For restructuring and turnaround work, we generally charge monthly retainers based on the expected time commitment and complexity. Tax advisory services can be structured as project-based fees for structuring work or monthly retainers for ongoing compliance and advisory support. We always provide a clear fee proposal upfront so you understand the investment required.

What types of funds do you typically work with?

We work with a diverse range of investment funds including private equity funds, real estate funds, venture capital funds, and specialist asset managers.

Our clients range from emerging fund managers launching their first vehicle through to established institutional investors with multi-fund structures.

We also advise family offices, high-net-worth individuals with significant investment portfolios, and private investment groups seeking professional fund governance and tax structuring.

How long does a typical fund transaction take from start to finish?

Transaction timelines vary significantly based on deal complexity, size, regulatory requirements, and the number of parties involved.

A straightforward domestic acquisition might complete in 3–4 months, while complex cross-border transactions can take 6–12 months or longer. During our initial scoping we provide a realistic timeline based on the specific transaction parameters.

We work to move transactions forward as efficiently as possible while ensuring thorough due diligence and proper risk management throughout the process.

Can you work alongside our existing advisors?

Yes. We frequently work as part of a broader advisory team alongside your existing legal counsel, auditors, and other specialist advisors.

Our role is to complement your existing relationships, bringing our specific expertise in fund transactions, restructuring, or tax structuring to support the overall engagement.

We are experienced at coordinating with multiple advisors to ensure seamless delivery and avoid duplication of effort.

What is involved in your fund turnaround and restructuring process?

Our turnaround process begins with an independent assessment phase where we analyse the fund’s financial position, operational performance, market circumstances, and stakeholder dynamics.

We then identify strategic options ranging from operational improvements through to more fundamental restructuring or repositioning.Once we have agreed on the recommended strategy with you and your stakeholders, we develop a detailed implementation plan with clear milestones and accountability.

Depending on your needs, we can either hand over the plan for internal execution or continue in a lead advisory role to help implement the changes and manage the restructuring process through to completion.

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Protect value and optimise outcomes across your fund’s most critical decisions.

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Fund advisory services in Hong Kong.