About Us
Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life Centred Financial Planning advice delivered via our LifePlan process.
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 Insurance Authority.
Whilst we are a Hong Kong based firm, we take a global view and in addition to local clients we actively support clients across the UK, mainland Europe, The Middle East, Asia and Australia
Importantly, our transparent fee-based approach means that we are always aligned with your best interests
Our Purpose
Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments.
Simplification
We will help you get your financial house in order and will help keep it that way. We will help you provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money.
Planning Ahead
We use the latest financial planning software to help you to visualise your financial future,
to assist you in prioritising your goals and to benchmark our progress towards achieving them.
Smart Decisions
We provide insight and guidance to help you avoid emotionally driven decisions in important money matters. We are available to consult with you to ensure you have all the necessary information needed to make informed and smart choices.
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 “Life Centred Financial Planning” and believes in helping clients to get a better Return on Life! He is also a regular contributor and panellist on Financial Planning matters in Hong Kong.
In his spare time, he enjoys visiting all of Hong Kong’s new restaurants and plays social rugby to offset all the eating.
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.
David Budden
David has more than 10 years of financial markets experience. He originally started his career at two investment banks in the City before moving into Wealth Management in Switzerland in 2009.
In 2012 he moved to Hong Kong and since then he has developed a client base of senior executives and HNW individuals who value his financial planning and investment management advice. In 2018 David joined Pyrmont as Director - Wealth Management and continues to build his very successful client base
In his spare time he enjoys staying fit and is a keen Spartan athlete entering competitions all over Asia.
