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Our Services

At BAO Financial Group, we offer a comprehensive suite of services designed to meet the diverse needs of our clients. Our core services encompass asset and wealth management, financial and investment advisory, and capital sourcing, providing tailored solutions for individuals, institutions, and corporations alike. With a focus on both Emerging and Developed Markets, we leverage our expertise to deliver top-tier investment strategies that align with our clients' goals.


Asset Management

We specialize in various asset classes and regions, offering thorough advice on a diverse spectrum of top-tier investment solutions tailored individually to our clients' needs. Our network of partners includes renowned capital management companies, custodians, and brokers, allowing us to quickly implement individually tailored concepts for the most rewarding results. We provide assistance in portfolio management, assuming risk and investment control, as a buy-side trading desk offering execution services across all asset classes, and in the administration and implementation of regulatory requirements.


As your professional and competent capital management partner, BAO Group offers investment consultants, asset managers, and advisor support in Wealth Management, Financial Analysis, Fund Structures, and Family Office Services.

Capital Sourcing

BAO is renowned in the funding community for its innovative financial structures to close transactions with the right capital sources. With a proven track record, we assist clients in obtaining the necessary capital, whether it's refinancing an established company or securing equity for new opportunities. We leverage our professional and operational expertise along with our network of outside professionals and capital sources to help clients build value and seize opportunities.


By carefully listening and considering the full range of client interests, including price/valuation, structure, tax and legal aspects, and ongoing management issues, we develop strategies and structures to maximize the after-tax value of each transaction.

Corporate & Individual Investment Advisory

BAO supports clients in preserving and growing their wealth through careful financial structuring advice and independent investment management. We work closely with high net worth (HNW) families and select institutions to develop bespoke wealth and investment management strategies tailored to each client's needs. Currently, we manage several of our own funds invested in bonds, equities, derivatives, and convertibles.

Corporate Advisory

Our advisory team has extensive experience in corporate transactions and strategy, offering a full suite of corporate advisory services to private companies. We deliver high-quality strategic advice and creative financing solutions to our institutional clients. Combining our knowledge and expertise with access to global capital markets, we assist corporate clients in achieving growth.

Fund as a Service

All components, including our expertise in cutting-edge technology, our engineers' experience in fund structuring, ongoing asset management, regulatory compliance, fund administration, and customized investor reporting, are assembled into a customized structure (white label fund solution). This solution is then sold or distributed to investors under their own brand names, providing them with their own vehicle to drive forward.

FaaS for Fund Management aims to establish a compartment under one of our umbrella funds, leveraging the size and diversification while sharing operating costs with other compartments. Alternatively, clients can opt to establish their own fund and outsource the management of selected functions to BAO.

FaaS for Wealth Management takes things to a new level, allowing clients to organize their family wealth under a fund structure. This includes regulatory oversight, operational accounting, investment management oversight, compliance, administration, product development, risk management, and AML procedures.

Wealth Management

At BAO, we believe that every client is unique, which is why we take the time to understand your individual circumstances, risk tolerance, and long-term objectives. Whether you're planning for retirement, saving for your children's education, or building a legacy for future generations, we're here to help.

Our comprehensive wealth management services cover a wide range of areas, including investment portfolio management, tax planning, retirement planning, estate planning, and risk management. We work closely with you to develop a personalized strategy that aligns with your goals and aspirations.

With our proven track record and extensive experience in the financial industry, you can trust BAO to provide you with the expertise and guidance you need to navigate the complexities of wealth management.

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