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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).
Note: Authorisation or regulation by the SFC does not imply official recommendation.
Private Capital (UK) Limited is able to provide outbound and returning expatriates with UK specific advice.
Fiduciary 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 you 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...
Christin is our Office Manager and ensures the day to day smooth running of the office.
Emy overseas our accounting and financial functions and works with the board on policy and...
Mathew joined Private Capital in 2012, specialising in investments and holistic financial...
Phil is passionate about fee-only financial planning and evidence-based investing.
Rick is the Managing Director and Responsible Officer of Private Capital Limited. Rick is a...
Tom joined Private Capital in 2017, specialising in asset management and full financial planning...
The latest financial planning news and investment updates from Private Capital Limited
Expats in Hong Kong have some financial planning easy wins that need looking at. There are a couple of exercises we recommend to our clients and co... Read More >>
When most people think “Financial Plan”, they just think investment strategy, and even for most financial advisers, wealth managers, IF... Read More >>
Why we suggest you "Do Nothing" rather than make a knee jerk reaction when reacting to media noise around market up and downs. 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.