Total Wealth Optimization

The Capital Company Hong Kong Limited is a private wealth management firm licensed and regulated in Hong Kong by the Securities and Futures Commission (SFC) to Advise in Securities (Type 4) and Asset Management (Type 9).  All four partners of the firm are Responsible Officers and the firms credentials can be found at the SFC Website by clicking here.

The Protection Company Hong Kong Limited is an insurance broker licensed and regulated by the Confederation of Insurance Brokers (CIB) in Hong Kong and the firms credentials can be found at the CIB website by clicking here.

The combined expertise of these two regulated firms provide clients with holistic financial planning, estate planning and wealth management services at the highest level to global citizens.