Regular Savings and Investments

By utilising a broad range of custodial platforms, Capstone can assist all of our clients in building and managing their wealth.

Your initial introduction will allow for a review of your current situation, where our trained team of advisers can assess a suitable platform to take your wealth to the next level, whether it is a Hong Kong based fund platform for regular savings and smaller investments, or for a high-end Private Banking or Insurance custodian to access our offering of global investments in an Open Architecture account.

From there your advisor, together with our dedicated Investment Committee, can construct a portfolio of assets to cater to your needs by taking into account.

  • Retirement Planning
  • Education Fee Planning
  • Future expenses
  • Your tax situation

joe bloggs

Chartered Land Surveyor, Owner

Registered Professional surveyor with extensive experience on large infrastructure works particularly tunnels. Recent experience on Large scale, fast track casino developement.

Specialties: Tunnels, Buildings (utilising BIM), Geotechnical Instrumentation.

© Capfin Group Ltd. All Rights Reserved

Site Design by Turtle Media