Full transparency and zero investment product commissions for long-term mutually beneficial relationships based on unwavering integrity.
Operating from Hong Kong, Private Capital has a diverse client base which includes family trusts, high net worth individuals and corporations.
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 ORSO 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...
Fanny is our Administrative Wizard. She keeps everyone organised and gets important 'stuff' done.
An investment and asset management professional since graduation in 2002 from Liverpool Business...
Phil advocates fee-only financial planning and evidence-based investing.
Phil holds the CII...
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
Keeping costs low and evidence-based investing work well together. Pensions and Investments take a look at Evidence-Investing in this graphic piece... Read More >>
Big media events and market volatility make us all jittery. Here's some perspective that will help us all control those pesky behavioral tenden... Read More >>
There has been much press of late about the transition from active funds to passive funds. Understandably the active world has pushed-back against ... 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.