About Us

Pyrmont Wealth Management was born from the rebranding of Orb Global Wealth Management and new additions to the forward-thinking team who believe in providing quality lifestyle financial planning advice combined with the empirical benefits of evidential based investing.

As a fully regulated firm Pyrmont Wealth Management hold both SFC Type 4 and 9 licenses as well as an insurance license from the Hong Kong Confederation of Insurance Brokers.

Whilst we are a Hong Kong based firm we take a global view, in addition to local clients we actively support across the UK, mainland Europe, The Middle East, Asia and Australia

Importantly our transparent fee based approach means that we are always with your best interests

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Why we do what we do

You are why we do what we do. We believe that everyone has the power to achieve the lifestyle they want – for themselves, and importantly, for their family. Helping clients to achieve their goals is why we do what we do.

Key People

Donald Soo

Donald is the CEO and a Responsible Officer of Pyrmont Wealth Management. Donald has over 25 years’ experience in financial services working for major financial institutions in Australia and Singapore before moving to Hong Kong as the founder of Orb Global Wealth Management that was later rebranded to Pyrmont Wealth Management. He has extensive knowledge regarding ASEAN financial regulations, financial advisory, banking and fund management and as such is often invited to be a panel speaker and industry expert at high profile industry events. In addition to holding the SFC and HKCIB licenses, Donald is ASIC licensed in Australia to assist with Australian Private Clients.

Simon Parfitt

Simon has been in financial services for over 10 years, having started his career in Amsterdam before moving to Hong Kong in 2012. Prior to joining Pyrmont Wealth Management, Simon was the C.E of an international financial planning firm based in Hong Kong. He is an advocate of “Lifestyle Financial Planning” and specialises in helping HNW individuals and families both in Hong Kong and further afield.

Alan Moore

Alan is an experienced Financial Services Professional having looked after a wide range of High Net Worth Individuals, SMEs, Business Owners and Corporates in a wide range of geographic locations and jurisdictions in the 26 years he has worked within the banking, accountancy and financial services sectors. Alan is a qualified UK Pension Transfer specialist and advises on a range of issues within the Occupational and Personal Pension arena from implementation to wind up as well as retirement. He has a specific interest in assisting clients avoid the penal levels of tax in excess of the current Lifetime allowance whilst maximising annual contributions.