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Fee-Only, Commission-Free

Investment Management

Client-focused fee only 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.

Our Financial Services

Fee-Only, Commission-Free Asset Management.

ORSO: 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. Hong Kong has incredible group retirement legislation!

Group Private Medical Insurance

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.

Second Opinion

Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

Estate & Succession Planning

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?

Personal Retirement Planning

Retirement is closer than you think! Click me!

Protection Planning

Protecting you, your family/dependants and or business is one of the most important areas of advice.

Investment Management

Unbiased, unrestricted, fee-based investment. Get zero-commission investing and cost efficient execution

Meet Our Team

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 Thomson

Bill Thomson

Chairman

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

Bonnie Chau

Bonnie Chau

Accountant

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

Cliff Harkins

Cliff Harkins

Group Medical Specialist

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

Emy Mendoza

Emy Mendoza

Finance Director

Emy overseas our accounting and financial functions and works with the board on policy and implem...

Enzio von Pfeil

Enzio von Pfeil

Investment Strategist

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

Mathew Bate

Mathew Bate

Fee-Only Advisor

An investment and asset management professional since graduation in 2002 from Liverpool Business ...

Phil Stockton

Phil Stockton

Director and Responsible Office

Phil advocates the rights and interests of financial services consumers and is championing UK RDR...

Rick Adkinson

Rick Adkinson

Managing Director and Responsible Office

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 financial planning news and investment updates from Private Capital Limited

Tuesday, September 20, 2016

Finance: What to be scared of

Don't worry about China's banks; do worry about America's student and car loans! China's banks According to the Bank for Internatio... Read More >>

Thursday, September 15, 2016

Radio Interview: Sell the RMB and Southeast Asian Markets!

Germany is desperate to keep Britain in the EU; PBOC tightens overnight rates massively to defend the RMB, and why you should not touch southeast ... Read More >>

Tuesday, September 13, 2016

The Fed: Driving with a rear-view mirror

The Fed is working with an anachronistic model. Keep buying China and America. Deja vu For those (younger) market observers shocked... 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.