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Company Profile

About Carlyon Group

Carlyon Securities Limited is a licensed corporation (CE No.: BJI399) of the Securities and Futures Commission and a Hong Kong Clearing Participant (Participant ID: B02088). In 2023, it successfully ranked among the global top 100 Chinese offshore US dollar bond placing agents. The company has participated in and led more than 20 bond issuance projects, with total fundraising exceeding USD 2 billion.

As an internationally leading comprehensive placing agent, the Carlyon Group leverages its profound capital market experience and global resource integration capabilities to consistently provide professional and efficient bond issuance services for domestic and overseas enterprises. The Group focuses on the offshore bond sector, covering multiple currencies including offshore Renminbi bonds, US dollar bonds, and Euro bonds, assisting clients in precisely accessing international capital markets. Supported by the strategic presence of its subsidiaries in Shanghai and Beijing, Carlyon has provided end-to-end placing agent services for policy banks, commercial banks, central state-owned enterprises, local state-owned enterprises, and private companies. Its business covers high-growth industries such as energy, petrochemicals, infrastructure, real estate, and the internet, demonstrating its cross-sector resource synergy capabilities.

As a 2023 global top 100 Chinese single-tranche US dollar bond placing agent, Carlyon maintains long-term strategic partnerships with top-tier institutions such as Citibank and CITIC Securities, and collaborates with commercial banks like Bank of Shanghai and Hang Seng Bank to build a multi-layered sales network, achieving precise reach to domestic and international investors. With innovative financial instruments, flexible transaction structures, and efficient execution capabilities as its core strengths, the Group empowers enterprises to optimize financing costs and expand global capital channels, continuously consolidating its benchmark position in the cross-border capital market.

Carlyon Asset Management Limited, a subsidiary of the Carlyon Group (SFC licensed corporation, CE No.: BJH953), specializes in providing comprehensive asset management services for high-net-worth individuals and professional investors, safeguarding client asset value through rigorous risk management and diversified investment strategies. The Group holds SFC Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses, giving it significant compliant operational advantages. It is committed to assisting clients in optimizing their global asset allocation through cross-market and cross-asset-class strategies.

Through deep cooperation with top financial institutions such as China CITIC Bank, Ping An of China, UBS, and Morgan Stanley, Carlyon has built a full-chain service ecosystem covering private equity, alternative investments, and cross-border funds. Its professional team has extensive experience in areas like private equity investment and Pre-IPO projects. Through the QFLP pilot programs in Beijing and Hainan, it creates cross-border investment channels for clients, enabling deep engagement with emerging industry opportunities. Furthermore, the Group has successfully established multiple LPF funds in Hong Kong, with assets under management nearing USD 100 million, showcasing its excellent capabilities in fund structure design and operation. Carlyon selects high-quality asset targets, covering high-growth sectors like technology, consumer goods, and infrastructure. Guided by the core philosophy of "Global Vision, Local Expertise," the Group consistently delivers stable returns for its clients, solidifying its leading position in the cross-border asset management field.

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Client Scale:

  • Cumulative services to over 500 institutional and high-net-worth clients.

Business Coverage:

  • Offices established in 8 cities.

 Assets Under Management (AUM):

  • AUM of nearly USD 100 million.

  • Successfully established 10+ private funds.

 

Project Success Rate:

  • 95% success rate in assisting with offshore bond issuances.

  • Accumulated completion of 50+ cross-border M&A cases.

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The Carlyon Group places client needs at its core, continuously expanding its diverse professional service offerings, and is committed to building a comprehensive integrated financial services platform. Beyond core financial businesses, the Group has further launched professional solutions including accounting and tax planning, company secretarial services, and cross-border legal consulting, assisting enterprises in efficient compliance operations and optimizing governance structures. Concurrently, it innovatively offers global immigration programs, providing high-net-worth clients with tailored integrated strategies for residency planning and cross-border asset allocation.

Leveraging its deep accumulation in the financial sector, Carlyon deeply integrates its core strengths in investment and financing management and cross-border M&A with its newly added professional services, forming a one-stop service loop of "Finance + Legal + Cross-border Resources." Whether for establishing compliant corporate structures, tax planning for enterprises, or the global allocation of personal wealth, the Group can provide precise and efficient resource matching through cross-disciplinary professional team collaboration and a global partner network (including international accounting firms, top law firms, and immigration agencies), empowering clients to seize opportunities and achieve steady development in complex market environments.

© 2025 by Carlyon Group

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