Mathew Bate

Director & Financial Planner

Mathew Bate

Director & Financial Planner

At work

Mathew joined Private Capital in 2012, specialising in investments and holistic financial planning for British expats in Hong Kong and the UK.

With close to two decades of investment and asset management experience, Mathew’s career began in London in 2002 with boutique hedge fund De Putron Fund Management. He then joined AllianceBernstein, a top tier global asset manager, in 2005.

Mathew is a member of the Chartered Institute of Securities and Investment and holds the highly acclaimed Chartered Wealth Manager qualification (Level 7), along with the Certificate in Private Client Investment Advice and Management (Level 6), the UK benchmark entry-level Investment Advice Diploma (Level 4) and Investment Management Certificate (IMC) qualifications.

He is also a member of the Hong Kong Securities and Investment Institute and is a Responsible Officer (CE Ref. BLN469) for our Type 4 and 9 Securities and Futures Commission (SFC) licenses.

At home

Mathew is married to Sana and they have two young daughters, Mia and Ella.

A Derby County fan, Mathew loves playing and watching football, as well as sailing, tennis, scuba diving, golf, backgammon and cookery.

Qualifications

Qualifications:

  • CISI Chartered Wealth Manager (Level 7)
  • CISI Certificate in Private Client Investment Advice and Management (Level 6)
  • CISI Investment Advice Diploma in Financial Planning and Advice (Level 4)
  • HKSI Practising and Specialist Certificate – Securities
  • HKSI Practising and Specialist Certificate – Asset Management
  • IIQE Qualifying Examination - Papers I, II, III and V.
  • CII Certificate in Financial Planning (Level 3)
  • UKSIP Investment Management Certificate (IMC)
  • Spotlight questions

    Where can we find you on an ideal weekend?

    Spending time with family and friends or watching Derby County win.

    What’s your favourite holiday destination?

    Somewhere hot with a beach.

    Who would you most like to have round for dinner?

    Friends.

    What’s your favourite song to sing along to in the car?

    Something from the 80s.

    What was the first album you ever bought?

    Maybe Michael Jackson - Bad.

    What’s your pet peeve?

    People not walking straight (Hong Kong thing!).

    If you could turn any activity into an Olympic sport, what would you win gold for?

    Having a quick beer after work!

    When the dessert menu arrives, what are you looking for?

    Sticky toffee pudding.

    What’s the one thing you’d like to do before you die?

    Travel.