Private Capital Limited is a privately owned independent investment advisory firm, delivering bespoke financial advice and portfolio management services to international clients.


Private Capital was founded in 1998. Private Capital is truly client-focused and advocates fee based investing and asset management. We Prioritise transparency and avoidance of commissions wherever possible, we aim to foster long-term mutually beneficial relationships based on trust and honesty.

In addition to our core investment related services we have a team dedicated to the provision of Group Private Medical Insurance to our corporate clients. Operating from Hong Kong, Private Capital has a diverse client base which includes family trusts, high net worth individuals and corporations around the globe.

In the community Private Capital are proud to sponsor Asia Pacific Soccer Schools who coach over 1,000 children per week all over Hong Kong from age 4 through to age 18. We also actively support the fund raising efforts of the Society for the Promotion of Hospice Care via their annual Hike for Hospice and The Royal Hong Kong Regiment (The Volunteers) Association via their annual fundraising event at the Hong Kong Jockey Club.

Private Capital is regulated by the Hong Kong Securities and Futures Commission (SFC) and is member of the Hong Kong Confederation of Insurance Brokers. Note: Authorisation or regulation by the SFC does not imply official recommendation.

Our Financial Services


Private Capital delivers tailored solutions for clients' investment, insurance and protection needs.

Group Retirement Planning

Group Retirement Planning

Installing a well-designed and well-communicated group retirement plan is an easy way for employers to deliver an exceptional employee benefit.

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Group Private Medical Insurance

Group Private Medical Insurance

Private Capital can help you optimise your cover vs. budget and simplify the process of getting the right cover in-force at the right price and at the right time.

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Second Opinion

Second Opinion

We can produce tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

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Estate & Succession Planning

Estate & Succession Planning

The overall aim of estate planning is to provide peace of mind that your assets will be inherited by your chosen beneficiary.

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Personal Retirement Planning

Personal Retirement Planning

We will work with you to establish your current situation and quantify the pension, savings and investment funds you will need to sustain your chosen lifestyle in retirement.

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Protection Planning

Protection Planning

We can provide advice on which type of cover will be best for you or your company, how much cover will be needed to financially protect your family or company and put a suitable policy in place.

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Investment Management

Investment Management

We offer unbiased, unrestricted, fee-based investment advice which is not influenced by product provider influence or remuneration.

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Meet Our Team


Our team at Private Captial has a combined experience of 80 years so you can rest assure your investment strategy is in good hands.

Aimee Dodds

Aimee Dodds

Paraplanner

Aimee works closely with the advisory team and is central to much of our client services activiti...

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Bill Thomson

Bill Thomson

Chairman

Bill is an international economist with over 35 years’ experience working on and in Asia with a v...

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Bonnie Chau

Bonnie Chau

Accountant

Bonnie is a CPA and is responsible for all day to day financial matters. Bonnie is also involved ...

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Cliff Harkins

Cliff Harkins

Group Medical Specialist

Cliff heads up our dedicated Group Medical Team providing the highest service and product access ...

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Emy Mendoza

Emy Mendoza

Finance Director

Emy overseas our accounting and financial functions and works with the board on starter, policy a...

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Enzio von Pfeil

Enzio von Pfeil

Investment Strategist

With more than 30 years' experience in global investment economics, Enzio understands currency, c...

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Mathew Bate

Mathew Bate

Fee Based Advisor

A business graduate, Mathew initially worked for a boutique London based hedge fund before he joi...

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Phil Stockton

Phil Stockton

Co-Owner

Phil is part of our passionate team and focuses on our fee-based Asset Management services. Like ...

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Rick Adkinson

Rick Adkinson

Managing Director

Rick is a fierce advocate of consumer interests and rights and aims to ensure clients (internal a...

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Recent Blog Posts


The latest market news and investment updates from Enzio von Pfeil

30 Jul, 2015

Fed will hike rates in September

The Fed meeting confirms our views of an improving Economic Time in America - but expect the face of inflation to have a different complexion.&nbs... Read More >>

29 Jul, 2015

When the US rate hike? Three pointers

When will the Fed hike rates? Three things to watch out for. IF ... unemployment dips below 5.3% AND IF consumer price in... Read More >>

27 Jul, 2015

China: Mystery mayhem

Nobody convincingly can explain today's market plunge. Perhaps margin calls lurking in the jungles of shadow banking? Government to blame.&nbs... Read More >>

Connect With Us

Operating from its Hong Kong head office, Private Capital has a diverse client base which includes family trusts, high net worth individuals and corporations around the globe.