| Address: | 6th Floor Oriental Crystal Commercial Building 46 Lyndhurst Terrace Hong Kong Island | |
| City: | Central | |
| Post Code: | SAR | |
| Country: | Hong Kong | |
| Phone Number: | +852 2500 5900 | |
| General Email: | contact@private-capital.com.hk | |
| URL: |
private-capital.com.hk |
| Show People | |
| Background | |
| We are a 27 year old financial services business operating in Hong Kong. We're the pioneers of fee-only evidence-based investment advice in Hong Kong, taking advantage of well diversified, low-cost portfolios suited to all risk apetites. Our key focus is your financial plan, a process beyond investment returns and focusses on helping you make a sensible, informed decision about your money. Our Independent, fee-only, fiduciary financial planning focusses on a client-first driven process. No hidden charges, zero trailor fees, zero commission, and zero entry or exit charges. Our fees are upfront, and stated on our website offering transparency to all our clients. Independent advice with bespoke recommendations tailored to your needs and goals. The majority of our clients are people with an overseas connection. Either leaving or arriving into Hong Kong, or hoping to do so at some point in the future. We serve clients located across the globe, for instance the United Kingdom, France, Spain, Portugal, Vietnam, Philippines and Thailand. Contact us for a free, non-contractual call with one of our advisors if you would like an independent review of your investment portfolio. Fill out a contact form here: https://private-capital.com.hk/contact/ | |
| Products or Services | |
| Financial planning is an ongoing process, beyond short-term fixes and places a mindset on how to best spend your money to achieve your lifelong goals. Our advisors go through a rigourous process to understand your goals and objectives. This sets your strategic plan which emcompasses multiple elements of financial planning to help achieve your goals including Investment management, UK tax & repatriation planning. Learn more here: https://private-capital.com.hk/how-we-work/financial-planning/ | |
| Bankers | |
| We have four, SFC licensed advisors based in HK. Although we are not licensed in Thailand, we can offer you guidance as an expat living in Thailand. | |
| BCCT Member Company since 2025 |
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