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