Independent, fiduciary, fee-only financial planning services for British expats living in Hong Kong

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Who we work with

The majority of our clients are people with a British connection; either leaving or returning to the UK now, or hoping to do so at some point in the future. Many of the people we work with fall under one of the following three stages of life.

Meet the team

Our financial planning team are all British and therefore understand first-hand the challenges you face. With more than 100 years of combined experience and full UK qualifications, you can rest assured your financial future is in good hands.

How we work

Financial planning

Financial planning is an ongoing process that helps you make sensible and informed decisions about money. It goes beyond short-term fixes.

Instead, it’s about thinking how best to spend your money to achieve your lifelong goals, both now and in the future.

How we invest

We offer fee-only, evidence-based investment management that is unbiased, truly independent and executed in a highly cost-effective manner.

Its success is based on long-term market history, academic evidence, practical application and patient participation.

Fees

We believe in doing things differently. That’s why we were the first firm to establish fee-only investment advice in Hong Kong.

We believe in being as transparent around fees as possible. That’s why we are happy to disclose our advice fees online even before you have met us.

Client stories

Scott and Ramona

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With Private Capital I can email or talk any time. It’s just a very good relationship; it feels more like a family.

Clients since 2016

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Sateen and Anjali

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I use Private Capital very much as a sounding board for all things financial. You’re basically my one-stop shop!

Clients since 2017

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Tony and Helen

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I appreciate that Private Capital has a very deep understanding of my family.

Clients since 2007

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James and Amy

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From Private Capital, I got a new level of understanding. I just wasn’t aware of these things until I talked to you.

Clients since 2002

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