Client-Focused Fee-Only Evidence-Based Investing, asset management and financial advice. Transparency and avoidance of commissions. Long-term mutually beneficial relationships based on unwavering integrity.
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.
Founded in 1998, regulated by the Hong Kong Securities and Futures Commission (SFC) and a member of the Hong Kong Confederation of Insurance Brokers.
Note: Authorisation or regulation by the SFC does not imply official recommendation.
Fee-Only, Commission-Free Asset Management.
Installing a well-designed and well-communicated group retirement plan is an easy way for employers to deliver an exceptional employee benefit. Hong Kong has incredible group retirement legislation!
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.
Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.
Estate and succession planning provides peace of mind that your assets will be inherited by your chosen beneficiary. It starts with creating a will. Have you got a will?
Retirement is closer than you think! Click me!
Protecting you, your family/dependants and or business is one of the most important areas of advice.
Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner.
Our team at Private Captial has a combined experience of over 100 years so you can rest assure your investment strategy is in good hands.
Bill is an international economist with over 35 years’ experience working on and in Asia with a...
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Bonnie is a CPA and is responsible for all day to day financial matters. Bonnie is also involved...
Cliff heads up our dedicated Group Medical Team providing the highest service and product access...
Emy overseas our accounting and financial functions and works with the board on policy and...
With more than 30 years' experience in global investment economics, Enzio understands currency...
An investment and asset management professional since graduation in 2002 from Liverpool Business...
Phil advocates the rights and interests of financial services consumers and is championing UK RDR...
Rick is a fierce advocate of consumer interests and rights and aims to ensure clients (internal...
The latest financial planning news and investment updates from Private Capital Limited
An interview with The Edge Malaysia on Low-cost investing with ETFs. Everyone wants to hear about the two powerful trends that are reshaping t... Read More >>
In the last few years Private Capital Limited has steadily been exiting traditional active funds in favour of lower cost passive funds. In our Q... Read More >>
Eugene Fama and Richard Thaler, both professors at The University of Chicago Booth School of Business, go head-to-head and debate the question: ... Read More >>
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.