Balfour Capital Group

Introduction

Balfour Capital Group, a global investment firm with over 30 years of experience, announced a strategic global partnership with China International Capital Corporation Limited (CICC) on November 7, 2023. This alliance aims to provide Balfour’s clients with unprecedented access to the Chinese market, leveraging CICC’s deep expertise and extensive network within China and globally.

About the Partnership

The partnership between Balfour Capital Group and CICC is designed to combine Balfour’s global financial expertise with CICC’s unparalleled understanding of the Chinese economy and capital markets. Key aspects include:

• Market Access: The collaboration enables Balfour’s clients to tap into China’s rapidly growing economy, offering opportunities in investment banking, securities, and wealth management services.

• Strategic Vision: Steve Alain Lawrence, Balfour’s Chief Investment Officer, emphasized that the partnership provides a “bridge to the fastest-growing economy in the world,” aligning with Balfour’s goal of delivering exceptional value and growth opportunities.

• CICC’s Role: As a leading investment bank founded in 1995, CICC brings a robust network of over 200 branches in China and international offices in financial hubs like Hong Kong, New York, Singapore, London, San Francisco, Frankfurt, and Tokyo. Its commitment to sustainable practices, including green finance and ESG (Environmental, Social, and Governance) principles, enhances the partnership’s value.

Chinese Activities and Strategic Acquisitions

To strengthen its presence in Asia, Balfour Capital Group has undertaken significant initiatives, particularly in China, as part of this partnership:

• Acquisition of Expertise: In December 2023, Balfour announced the acquisition of Brandon Zatt, a veteran media and China consultant with over 25 years of experience in Mainland China and fluency in Mandarin. Zatt’s expertise is expected to enhance Balfour’s ability to connect with Chinese investors and business communities, further facilitating market access and investment returns.

• Focus on Chinese Markets: The partnership leverages CICC’s deep insights into the Chinese economy, enabling Balfour to offer tailored financial services, including investment banking, capital markets, and asset management, to clients seeking opportunities in China.

• Cross-Border Opportunities: The alliance supports cross-border investments, particularly in sectors such as consumer goods, technology, media, telecom (TMT), fintech, logistics, and electric vehicles (EV), as highlighted by CICC’s initiatives at the 2nd China-Southeast Asia Economic and Finance Forum in 2024.

About Balfour Capital Group

Balfour Capital Group is a boutique investment management firm specializing in wealth management for high-net-worth individuals, families, and institutions. With a presence in global financial hubs, Balfour emphasizes risk management, cutting-edge trading technology, and personalized financial solutions. The firm’s commitment to client trust and operational excellence underpins its strategic initiatives in Asia.

About CICC

China International Capital Corporation Limited (CICC), established in 1995, is a partially state-owned multinational investment bank headquartered in Beijing. As China’s first Sino-foreign joint venture investment bank, CICC has played a pivotal role in the country’s economic development, offering services in investment banking, capital markets, securities, and asset management. Its global reach and commitment to sustainable growth make it a key partner for Balfour.

Conclusion

The Balfour Capital Group and CICC partnership represents a significant step toward bridging global financial expertise with China’s dynamic market opportunities. By combining Balfour’s investment prowess with CICC’s local insights and global network, the alliance is poised to deliver substantial value to clients while strengthening Balfour’s footprint in Asia through strategic acquisitions and focused market engagement.

For further details, contact Johan Boos, Senior Wealth Manager at Balfour Capital Group, at +41 76 381 32 71 or johan.Boos@balfourcapitalgroup.com.