Bradbury Group

Headquartered in Hong Kong with presence around SEA, the Bradbury Group is a comprehensive financial institution that has carved its niche by providing notably international securities brokerage, asset management, investment funds, advisory and wealth management services.

Each service is tailored with precision to cater to the exacting demands of its clients, which include corporations, institutions, and high-net-worth individuals from around the world. A paramount value Bradbury brings to the table is its dedication to providing consistent returns. This approach is its cornerstone, elevating Bradbury from a mere financial service provider to a reliable wealth partner.

A Cut Above the Rest

A seasoned banker turned businessman with more than 2 decades of experience in private banking, investment banking and business management, Keith Loo, Group CEO of Bradbury Group, has cut his teeth in some of the world’s leading financial institutions such as Credit Suisse, Julius Baer and LGT. During this period, he encountered a stark truth—the traditional long-only investment approach often fell short of delivering consistent returns to clients. This revelation ignited a spark of inspiration, leading to the inception of Bradbury Group.

“When investors are worried about unpredictable investment outcomes due to a volatile market, we have delivered consistent returns,” says Loo. His vision for the Group was clear. Bradbury would be more than just another financial institution; it would be a beacon of flexibility and consistency in the finance sector, where both are rare commodities. The core of this vision was to break free from convention, challenge the status quo of investment strategies, and offer innovative products that protect client investments from the onslaught of stock market downturns and the sway of volatile interest rates.

Enabling the Group to deliver on its vision is a robust management team endowed with industry expertise and acumen. Loo’s team comprises analysts, researchers, financial engineering experts, amongst other industry specialists. Its broad specialization encompasses a full spectrum of asset classes including global equities, fixed income, alternatives, and more.

“Clients appreciate our wide range of investment solutions and expertise. We currently manage more than $2 billion across 22 open and close-ended funds, delivering an average annual return of 10 to 20 per cent,” says Loo.

Investing in Excellence

Central to Bradbury’s ethos is a steadfast investment philosophy that revolves around three core principles—risk control, consistent performance, and rigorous financial analysis. This philosophy underpins its strategic decision-making process, ensuring each investment avenue adheres to the highest standards of prudence and diligence.

At the heart of the Group’s operations lie two key licensed entities—Bradbury Securities Limited (BSL) and Bradbury Asset Management (Hong Kong) Limited (BAMHK). Licensed by the Hong Kong Securities and Futures Commission, BSL and BAMHK are well-equipped to conduct in regulated activities, namely dealing in securities (Type 1), advising on securities (Type 4), and asset management (Type 9). This regulatory approval underscores Bradbury’s commitment to upholding the highest standards of professionalism and compliance.

Partnering with selected international private banks, BAMHK also functions as their approved independent asset manager, harnessing their resources to elevate the caliber of investment products and advisory services. This model, external asset management (EAM), has proven to be a mutually beneficial strategy for clients, asset managers, and banks.

Its other two licensed entities, Bradbury Investment Fund (SPC) Limited and Bradbury Fund Management Limited, enable the Group to conceive and launch its own proprietary mutual funds drawing from diverse asset classes.

In addition, Bradbury’s expertise also extends into investment banking, where it collaborates with strategic partners to provide multiple investment banking services. The Group possesses a versatile toolkit to support the financial ambitions of clients, from the primary sale of securities through initial public offerings (IPO) to capital raising via bond offerings, mergers and acquisitions, and sales and trading. In fact, the Group will soon obtain its own Investment Banking License, adding another facet to its investment banking capabilities.

Through the synergy of its integrated company structure and strategic relationships with various leading financial institutions, Bradbury is uniquely positioned to offer its clients a broad range of innovative and flexible investment solutions that outperform expectations.

Expanding Horizons: A World of Opportunities

In 2020, BAMHK was selected by Penjana Kapital as one of eight foreign venture capital fund managers through partnership with Crewstone International Sdn Bhd to invest up to RM150 million under the Dana Penjana Nasional (DPN), a matching fund-of-fund initiative by the Government of Malaysia to accelerate the development of an innovation-driven economy.

Following this initiative, Bradbury captured the opportunity to tap into the hot EV space by establishing a state-of-the-art EV bus manufacturing & assembly factory as well as an EV battery research & development centre in Malaysia through its partnership with Tron Energy Technology Co Ltd, Taiwan’s leading EV automotive and battery manufacturer which is projected to list on Nasdaq in 2024. In addition, Bradbury Energy (Taiwan) Co Ltd has also recently invested in the Battery Energy Storage System (ESS) space, starting in Taiwan with plans to expand to the APAC region, to further its mark in the sustainable green energy sector.

Bradbury foresees an impressive internal rate of return (IRR) of around 15 to 20 percent consistently over the next 15-year contractual period. This commitment translates to robust 10 to 12 percent return for its esteemed clients. Opportunities like these are an exemplary example of how Bradbury navigates turbulent financial waters to achieve consistent investment returns that are decoupled from the volatility of capital markets.

“Through our strategic partnerships across borders, we are able to capture and connect our clients to global investment opportunities,” Loo divulges. His keen eye for identifying investment opportunities has built Bradbury’s global portfolio, encompassing an AI-infused metaverse enterprise based in Hong Kong, a pioneering telehealth powerhouse set to redefine China's tech landscape, and U.S. based cutting-edge biotech ventures that are making positive impact in the medical field.

Guided by a prudent investment strategy, the Group has since methodically distributed client funds across a carefully curated array of different asset classes, with a focus on private equity that is positioned to catalyze exponential growth and enduring prosperity.

Currently, Bradbury is having ongoing discussions with prestigious education institutions revolving investment opportunities for student accommodation campus developments in the U.K. Drawing on the critical need for housing among international scholars, this visionary partnership is designed to ensure a secure capital base and steadfast buyback commitment from the institutions, delivering security and returns for perceptive investors.

“Whether a client seeks the dynamic potential of the ESG sector or the reassurance of consistent returns, we possess the expertise to cater to their aspirations," says Loo. In addition to private placements and pre-IPO opportunities across various industries, Bradbury also offers its signature multi-strategy funds – Bradbury Global Asset S1 Fund SP, Bradbury Global Asset S3 Fund SP and Bradbury Global Asset A5 Fund SP. These three actively managed funds have since delivered consistent returns over short to long term periods while enduring market volatility.

Turning Trust into Triumph

A seasoned investor, Datin Jane Yeo, stands out for her remarkable journey with Bradbury. Her objective was an investment retirement portfolio that could deliver consistent returns. “I am glad I placed my trust in the right hands, as my investments consisting of dividends and capital gains have doubled over five years,” Datin Yeo reveals.

She further entrusted Bradbury with her entire retirement fund, cementing a trust that transcended transactional associations and recommending the Group to her friends and acquaintances – a testament to Bradbury’s level of dedication to its clients.

Another noteworthy institutional client of the Group was one of Korea's top financial institutions. The bank's specific imperative was twofold—an unswerving need for consistency and a paramount requirement for capital protection.

Bradbury’s solution was structuring an investment strategy tailored to the bank's demands that seamlessly integrated stability and growth potential. Over time, the fund matured per its intended trajectory with the bank receiving its principal investment and the anticipated dividends.

Bradbury’s strategic vision for the future revolves around a deep commitment to client-centric principles. Simultaneously, its purview extends to meaningful engagements with prominent financial institutions, government-linked corporations (GLCs) and sovereign funds.

In the complex world of finance, the Bradbury Group champions the dreams and aspirations of those who entrust their wealth to its care. Under Loo’s stewardship, the Group has become a sanctuary where financial concerns are addressed, tumultuous markets meet their match, and consistency is not just a buzzword, but a reality.