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.
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 a fierce advocate of consumer interests and rights and aims to ensure clients (internal...
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
You would think that any reasonable person would be acutely aware of the need to keep investmnet costs down. You might also reasonably expect that ... Read More >>
Warren Buffet’s annual letter to Berkshire Hathaway investors is always worth a read; they are often entertaining and always informative to a... Read More >>
Investment costs must be reduced where possible as any savings will compound in the investors favour over time. Costs are one investment variabl... 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.