Independent counsel for export businesses and trading principals — investment strategy, treasury management, and transaction advisory grounded in the realities of cross-border commerce.
Discuss your requirementsYiwu Qixie Trading Firm is a financial advisory practice serving the export and import businesses that operate in Yiwu, Zhejiang — the world's largest small-commodities trading hub — and the families who own them.
We sit at the intersection of trade and capital. We advise trading companies on the financial mechanics of cross-border commerce: treasury structuring, payment flows, FX management, and corporate finance. We advise their principals on what to do with the proceeds: investment strategy, portfolio construction, and wealth structuring.
Our Yiwu base gives us proximity to the exporters we serve. Our Hong Kong banking relationships support USD settlement and multi-currency treasury operations. We are a small team of experienced advisors — analytical, discreet, and focused on the long term.
We provide independent financial advisory across three pillars: investment and wealth, trade and treasury, and research and control.
Discretionary and advisory mandates across equities, fixed income, and alternatives. Quarterly rebalancing reviews and ongoing portfolio monitoring aligned with your risk tolerance and time horizon.
Long-horizon planning for principals and holding entities. Liquidity laddering, succession-aware structuring, and strategic asset allocation designed for multi-generational wealth preservation.
Multi-currency treasury structuring, banking relationship management, FX exposure strategies, settlement routing optimisation, and working-capital management for export-oriented businesses.
Valuation modelling, commercial due diligence, deal structuring, and negotiation support on private transactions. Independent financial perspective on acquisitions, partnerships, and capital decisions.
Independent equity and macro research across Greater China and ASEAN. Sector deep-dives, issuer credit notes, and thematic analysis to inform investment decisions.
Investment risk frameworks, exposure limits, AML and KYC procedures, and compliance gap assessments. Practical risk governance for growing trading enterprises.
Ad-hoc advisory, management reporting reviews, budget and forecast challenge sessions, and second opinions on financing decisions. Strategic financial counsel when you need it.
We structure our engagements around clarity, accountability, and regular review.
We work on retainer or project basis, depending on the nature of the work. Investment advisory typically operates under a continuing mandate with defined scope and review cadence. Corporate finance and consulting projects are scoped individually.
For ongoing advisory relationships, we conduct quarterly reviews covering portfolio performance, market positioning, treasury operations, and strategic priorities. These sessions ensure alignment and provide space to adjust course as conditions change.
We work with a small number of clients to ensure focus and quality of service. If you are an export business or trading principal seeking independent financial counsel, we would be pleased to discuss your requirements.
contact@yiwuqixie.comYiwu Qixie Trading Firm
Room 1208 Building B, Futian Fortune Center
88 Chouzhou North Road, Yiwu 322000, Zhejiang, China