Synergy International Asset Management Group

Investment Banking

We have more than 10 years of investment banking experience in the capital market and financial services area. We have been always adhering to the two core principles: "value management" and "risk management". With a team of strong professional experts, a variety of information channels, excellent professional judgment, and a wealth of practical experiences, we are able to provide our clients advisory services such as IPO, due diligence, mergers and acquisitions, leveraged buyouts, joint ventures, defense, spin-offs, divestitures, restructuring, risk assessment and internal control, and derivative transactions directly related to these services, during the clients’ complex strategic decisions making process. We are also financing value companies and pre-IPO companies.


Our team has been involving in private equity and venture capital many years and has accumulated a plenty of research experiences in the industry. We can invest in high-value, high-growth, technical companies through various forms such as direct investment, alliance investors, and our private equity funds.

Security Investment And Funds

Our management team has more than 20 years of research and practice experience in China security market, nearly 10 years of research and practice experience in U.S. capital market. We are engaged with kinds of domestic and international asset classes and financial derivatives, and are very confident to provide funds and investment advices to companies, institutions, individuals and families. The asset classes cover stocks, bonds, commodities, currency, options, swaps, hedge funds, etc.

Wealth Management

We have more than 10 years of practical experience in the cash management in the U.S. and had managed more than $2 billion cash. We manage our institutional clients’ cash by trading fixed income securities and money market funds to ensure safety and liquidity. Our clients consist of large corporations, financial institutions, and investment funds. One of our core team member holds US Treasurer Professional Certificate. Our treasury services include software selection, feasibility analysis, business process improvement and cost control.