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.
Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.
Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner.
Financial planning is the ongoing process that helps you make sensible and informed decisions about money.
You can build your plan yourself or get a Financial Planner to help if situation or needs are a little more complex.
Our team at Private Captial has a combined experience of over 100 years so you can rest assured 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.
Mathew joined Private Capital in 2012, specialising in investments and holistic financial...
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
Everyone (apart from active mangers) knows that actively manged funds are most likely to underperform. Over the past 5 years some Read More >>
Hong Kong's fund management industry is in the spotlight. The SFC are taking a very close look at fee and the banks' distribution dominance... Read More >>
SPIVA keep score on the index vs. active debate as it unfolds. Everyone needs to know about SPIVA. Do you? 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.