Mathew Bate - Profile Picture

Mathew Bate


An investment and asset management professional since graduation in 2002.  Mathew, initially worked for a London hedge fund for two years before joining AllianceBernstein a top tier global asset manager in 2005.  Mathew moved to Asia in 2012 and joined Private Capital specialising in investments and holistic financial planning needs for high net worth individuals.

Mathew is a licensed representative with the Securities and Futures Commission in Hong Kong and current holder of Type 4 (Advising on Securities) and Type 9 (Asset Management) license.  Mathew holds the UK benchmark (level 4) Investment Advice Diploma qualification and the advanced professional (level 6) Certificate in Private Client Investment Advice and Management from the Chartered Institute for Securities and Investment.  In addition Mathew holds the Investment Management Certificate (IMC) qualification and is a member of both the Chartered Institute for Securities and Investment (UK) and the Hong Kong Securities and Investment Institute. 

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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