pioneers of fee-only investment advice in Hong Kong
client-focused financial advice


#FeeOnlyHK

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.

Our Financial Services


Fee-Only, Commission-Free Asset Management.

ORSO: Group Retirement Planning

ORSO: Group Retirement Planning

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!

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Group Private Medical Insurance

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.

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Second Opinion

Second Opinion

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

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?

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Personal Retirement Planning

Personal Retirement Planning

Retirement is closer than you think! Click me!

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Protection Planning

Protection Planning

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

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Investment Management

Investment Management

Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner. 

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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

Chairman

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

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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

Group Medical Specialist

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

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Emy Mendoza

Finance Director

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

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Fanny Au

Administrative and Office Manager

Fanny is our Administrative Wizard. She keeps everyone organised and gets important 'stuff' done.

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Mathew Bate

Fee-Only Advisor

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

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Phil Stockton, Chartered MCSI, FHKSI

Director and Responsible Officer

Phil advocates fee-only financial planning and evidence-based investing.  Phil holds the CII...

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Rick Adkinson

Managing Director and Responsible Officer

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

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Recent Blog Posts


The latest financial planning news and investment updates from Private Capital Limited

Thursday, March 24, 2016

Unaffordable Housing: Offshore buyers, Open Markets and their impact on Protection Planning

There is a piece on Bloomberg today focusing on the impact of offshore property buyers and in particular those from China. The piece is titled: ... Read More >>

Thursday, March 10, 2016

Hello! Welcome to our new blog, The Blog.

The Blog will be home to our collective thoughts and views on any topic that excites us. 

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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.