Integrity Matters


  • Never take investment advice in Hong Kong or elsewhere from an entity or person that is not regulated to provide the service(s) you need. In short, persons or entities not on a regulator's register are not legally able to give investment advice. Verify our Hong Kong Regulatory status here and here.  Note: Authorisation or regulation by the SFC does not imply official recommendation.
  • Be wary of taking investment advice from an entity or person not formally associated with a credible professional body. Membership of such bodies requires significant ongoing commitment to retain any designation along with unwavering integrity.
  • Check out the professional bodies with which our team are members and hold hard earned professional qualifications and designations such as Chartered Wealth ManagerChartered MCSIDipPFS and MHKSI

Our Financial Services


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

Second Opinion

Second Opinion

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

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Investment Management

Investment Management

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

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Financial Planning

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...

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