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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:
- ADKINSON, Ricky James: ACP711
- BATE Mathew James: AZY412
- STOCKTON Philip Wheeler: AGO028
- ROGERSON Thomas Neil: BLN469
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.