Cardinalasia Consulting Limited (CCL) was founded by Edward Lee in 2004 as a financial and investment advisory company. Edward has more than 25 years of experience in investment banks. The experienced team has developed extensive connection in Greater China especially in mainland which helps investors to better capture the opportunities generated by China’s “One Belt, One Road”. Hong Kong is the world’s leading offshore renminbi market and gateway for more than half the mainland’s outward investment. “One Belt, One Road” offers a historic opportunity to leverage its status as China’s most cosmopolitan city. Our existing clients include Hong Kong listed companies, state owned enterprises, regional property developers, private equity funds, institutional & hedge funds, family offices and high-net-worth Individuals.

CCL is a limited company registered in Hong Kong and is a Hong Kong Securities and Future Commission (HKSFC) registered Licensed Corporation (CE No. AIN601) with Regulated Activities (RA) Type 4 (Advising on Securities) and Type 9 (Asset Management) Licenses. CCL is also a member of the Alternatives Investment Management Association Limited (AIMA).

CCL believes that extensive study, analysis and understanding of global political situation are essential to have a share in the fast changing financial world. Professional investors also have to comprehend all sorts of macro & micro news and numerical data technically in order to protect and grow their assets effectively and efficiently.

Nowadays, investment products are launched in such a complicated way which investors could not understand without timely and precise study or explanation from professionals in the financial industry. Some other sophisticated investors are always busy in their core businesses and do not have sufficient time to manage their investment.

CCL thus aims to provide professional services to these investors to assist them in achieving their investment objective and outperform the benchmark. Currently, CCL provides services in the following 4 core businesses areas:

  1. Onshore & Offshore Advisory Fund
  2. Discretionary Mandates
  3. Financing
  4. Deal Aggregation