Mathew Bate

Mathew joined Private Capital in 2012, specialising in investments and holistic financial planning needs for high-net-worth individuals, charities/foundations and trusts. He has over 16 years’ investment and asset management experience, starting his career in 2002 with De Putron Fund Management a boutique hedge fund in London, before joining AllianceBernstein, a top tier global asset manager, in 2005.

Mathew is a member of the Chartered Institute of Securities and Investment and holds the highly acclaimed Chartered Wealth Manager qualification (Level 7), along with the Certificate in Private Client Investment Advice and Management (Level 6), the UK benchmark entry-level Investment Advice Diploma (Level 4) and Investment Management Certificate (IMC) qualifications. He is also a member of the Hong Kong Securities and Investment Institute and is a Responsible Officer for our Type 4 and 9 Securities and Futures Commission (SFC) licenses.

Our Financial Services

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

Second Opinion

Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

Investment Management

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

Financial Planning

Financial planning is the ongoing process that helps you make sensible and informed decisions about money. You can build your plan yourself or g...