Financial Services


Fee-Only, Commission-Free Investment Management and Financial Planning.

Unbiased, unrestricted, fee-only investment advice and financial advice which is not affected by product provider influence or remuneration. All of our clients enjoy zero-commission investing and cost efficient execution.

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.

Private Capital Limited is regulated by the Securities and Futures Commission (SFC) and is a member of the Hong Kong Confederation of Insurance Brokers.

Integrity Matters!

Our Financial Services


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

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...

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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...

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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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