Established professionals

Established professionals

As a professional living in Hong Kong, you’ll want to enjoy your wealth now while planning for the future. But where to begin?

Many of the established professionals we work with are aged 35-55 and might be lawyers, bankers or business owners. They often have plenty to juggle, including growing families and demanding careers; not to mention the fact their assets, such as their pensions and properties, are often split between their home country and their current residence.

As an established professional, you’ll also be very focused on the future: retirement, possible repatriation, and achieving those lifelong goals that your successful career may have prevented you from achieving.

 

 

We’ll help you to:

  • Plan for the short and medium needs of you and your family: your children’s education, your mortgage, family holidays, weddings etc
  • Create a bespoke plan for your eventual retirement, so that you can enjoy life beyond work with confidence
  • Invest and save in a way that’s disciplined, tax-efficient and best-placed for your financial and lifestyle needs
  • Plan for every eventuality in terms of your location, including the possibility of your eventual repatriation
  • Why Private Capital?

    As an expat in Hong Kong, your financial needs and goals will present unique challenges. You need a financial professional with specific expertise.

    That’s where we come in. Unlike the service a restricted adviser or bank would provide, as an independent firm our recommendations are unrestricted and unbiased.

    Because of our international presence, regulation and reputation in Hong Kong, wider east Asia and the UK, you can be confident that we are well equipped to help you get financially organised and achieve your lifelong goals.

    With more than 100 years of combined experience, you can rest assured your financial future is in good hands.

    Tony and Helen
    Clients since 2007
  • I appreciate that Private Capital has a very deep understanding of my family.
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    FAQS

    Private Capital Limited is a licensed corporation by the Securities and Futures Commission (SFC) in Hong Kong, licence number AFC470, for conducting regulated activities Type 4 (Advising on Securities) and Type 9 (Asset Management). More information can be found here.

    All insurance advice is provided through PCL Insurance Services Limited, which is a licensed insurance broker with the Hong Kong Insurance Authority, licence number FB1315.

    The following are the names and SFC licence numbers of our Responsible Officers and Licenced representatives:

    More information can be found here.

    Private Capital is a Hong Kong based Financial Planning company providing holistic Financial Planning and investment management services to Families in Hong Kong. We specialise in advising clients with a connection to the United Kingdom, whether British citizens or not, on their ongoing affairs whilst non-UK resident as well as repatriation planning.

    Private Capital is a fiduciary, fee-only, independent adviser paid solely by our clients, allowing our advice to be unaffected by conflicts of interest. Our portfolios are evidence-based and built on access to institutional-quality financial solutions at the lowest cost possible.

    Private Capital are licensed by the Securities and Futures Commission of Hong Kong.