Like the famous tailors of Hong Kong and London, our wealth management service is made to measure. Property, education, retirement or business expansion. No matter what your personal or business ambitions may be, we’ll explore all possible options to create a perfect tailored financial plan.
We are a wealth management and private finance firm created to deal with the desires and ambitions of individuals, businesses and families. Established in Hong Kong in 1966 we have remained privately owned and entirely independent for more than 50 years. That independence allows us to offer clients impartial advice and total transparency. It allows us to build the prefect plan for every individual without bias or agenda. Put simply, our only obligation is you.
SOME OF OUR TRUSTED PARTNERS
SERVICES
HOW DOES OUR SERVICE FEEL DIFFERENT?
WE’RE PERSONAL
CONSIDER US BOUTIQUE
We are not the biggest player in the market, and we wouldn’t have it any other way. When things scale up, that personal touch often falls through cracks. Our financial consultants are part of the family. They’re carefully selected for the quality of their service and their ability to deliver results. We like to keep things small, intimate and attentive.
OUR PRINCIPALS ARE TRADITIONAL. OUR PRACTICES ADVANCED
Hong Kong is a progressive financial powerhouse steeped in tradition. Winson Capital shares that paradox. If attentive, face-to-face service is old school, consider us guilty. But we back up that approach with the best technology can offer. We are proud to be one of the most technologically advanced, cloud adapted financial planning firms in the region.
WE FOSTER LOYALTY THROUGH RESULTS
We’ve been nurturing our client’s wealth for decades. Many of them have been with us for generations. That’s only possible because of the results we deliver.
Our clients enjoy access to some of the world’s most exciting growth markets. They frequently benefit from fixed returns of more than 10% may seem high. We work with the world’s leading money managers and financial intuitions. We also offer specialised investment funds and tax efficient investment vehicles. When it comes to growing your money, we leave no stones unturned.
15 12 2021
Investing in ESG
Background Last month, world leaders gathered at COP26—the 2021 United Nations Climate Change Conference—and reached a new global agreement called the Glasgow Climate Pact. The pact will set the world agenda on climate change for the next decade. Under the agreement, countries will aim to keep temperature increases within 1.5 degrees Celsius which scientists say is needed to prevent a climate catastrophe;...READ MORE
18 10 2021
The Benefits of An Actively Managed Portfolio
Ordinary investors have long debated the advantages of actively managed funds, versus a passive management portfolio. Those in favour of passive investing, also known as ‘indexing’, believe that the optimal results will be achieved by matching the performance of chosen market indexes—and holding them for the long-term. The pundits of passive portfolio management often laud the low fees,...READ MORE
23 06 2021
The Importance of Retirement Planning
Envision this scenario – you’ve accepted a job offer in an exciting city abroad, with a decent salary to boot. You’re looking forward to exploring a new city – but rent, socialising and other living costs have taken precedent over saving for retirement. Indeed, moving between countries can pose challenges for wealth planning. Neglecting to save for retirement can lead to...READ MORE
04 05 2021
The Power of Long-Term Savings
Introduction When we wake up in the morning and scan the top financial headlines of the day, oftentimes we read about a popular company stock skyrocketing (e.g. the likes of Tesla and Netflix) – or certain industries and asset types (think cryptocurrencies) that have reached meteoric heights. This can leave us thinking, “if only I had invested in that stock...READ MORE
23 03 2021
Why is Life Insurance so Important?
When it comes to financial planning, each individual is unique in their needs given differing factors – such as age, income and savings level, household size and make-up, etc. Life insurance – a crucial element in financial and household planning – often gets overlooked as an important offering. For many, life insurance only comes to mind in light of a...READ MORE
28 05 2020
Advice that Matters – Managing Your Finances
Managing your finances alone can be challenging. Discover how a consultant will work with you to create a wealth plan that helps you achieve your goals. Every individual has goals, and many are related to personal finances from paying for college to meeting health-care requirements and unexpected expenses until we retire. Trying to make financial decisions while managing all these goals on...READ MORE
27 05 2020
How to Tackle Market Volatility
Keep a cool head as uncertainty strikes, and consider taking advantage of potential opportunities. Periods of market volatility may cause investors emotional responses. When the markets are as volatile as we have seen lately, it can be natural to feel some anxiety. That is why you and your financial partner have spent time designing a tailor-made financial plan. So that...READ MORE
27 05 2020
Timing Investments: When vs. How Long
Timing is a very important aspect; in some matters it is everything. But in investing, timing should be accompanied with patience, consistency and a little bit of trust in the market. To further highlight what we are talking about, take a look at the story of these 2 investors who each contribute $10,000 per year. Investing for Twenty Years or...READ MORE
20 02 2020
Ho Chi Minh City – Business Development Manager
COMPANY OVERVIEW Winson Capital is one of Asia's most prestigious Expatriate Financial Advisories. Established in 1966, the company has been helping internationals manage their finances on a global scale. We are a wealth management and private finance firm created to deal with the desires and ambitions of individuals, businesses and families. JOB DESCRIPTION Job Summary Our company strives to maintain...READ MORE
17 01 2020
The Most Expensive City in Asia
As an expensively exciting city in Asia with cross-cultured dynamics between Western and Asian cultures, Hong Kong is often referred to the city where “East meets West” since the roots of the Chinese culture have been greatly influenced by the British in the past. Hong Kong is well known for being the “concrete jungle” and is recognized as the global...READ MORE
25 11 2019
Life Expectancy Calculator
Calculate your life expectancy using the calculator below: Enter your age Select Male or Female Click Calculate View results Source: https://www.ons.gov.uk Interested in financial planning? Contact a Winson Capital representative today! Contact UsREAD MORE
21 11 2019
Expats Living and Working in Vietnam
When moving overseas, expats are looking for the perfect work-life balance. They seek job security, a good wage, and unique opportunities to experience a culture that is different from their own. Living in Vietnam can provide an authentic taste of life in the East. As an attractive tourist destination, it is becoming increasingly popular for foreigners. Expats are drawn by the...READ MORE
15 11 2019
Market Outlook – November 2019
With the Fed's likely pause in monetary action, markets are approaching the end of 2019. Under these circumstances, close scrutiny of investment portfolios remains prudent for the potential for structurally "superior growth." US economy immune to the trade war? The US and China negotiating teams are still searching for a trade standoff compromise. Meanwhile, more evidence has emerged that the...READ MORE
10 10 2019
How Often Should You Review Your Financial Plan?
Caring about your health is very much like caring for your financial plan. Quite like your annual checkup recommended by your doctor, your trusted financial adviser recommends an annual assessment of your financial plan. Think of your financial plan as your road-map, needing to constantly refer to it to stay on track in order to achieve your financial goals. Your...READ MORE
03 09 2019
Smart Investing: A Beginner’s Guide
Imagine life without being able to do the things you want. Sure, not everything you want to do during your lifetime will cost money, but it certainly helps provide opportunities. To ensure you have money in retirement, it’s important to save wisely and make it work for you through sensible investing. Let’s assume you have a 9-5 job that pays...READ MORE
25 07 2019
Global Health Care Announce Collaborative Partnership
Winson Capital is pleased to announce a collaborative partnership with Global HealthCare (GHC). Therefore, we will produce a series of seminars focusing on health awareness in Asia. By harmonizing life insurance and wealth management planning, we will be able to exchange insights between well-being concerns and safety. So forth, both companies will offer real-world condition advice ensuring a prosperous future...READ MORE
23 07 2019
Client Testimonials
Meeting our clients expectations is a core value, hence understanding their goals is an important aspect. At Winson Capital we strive to provide attentive services to best suit our clients needs and expectations, as a result planting the seeds for a brighter future. (more…)READ MORE
28 06 2019
5 Non-Fictional Ways to Get Rich
Most people have given it a thought. Who is your millionaire idol? Can you imagine having their lifestyle? Unless you win the lottery or be next in line for the family inheritance, it's easy to believe it's impossible to get rich. Becoming a millionaire is easier than you think for those who start young by developing the right monetary habits....READ MORE
13 06 2019
Understanding Your Risk Appetite
When thinking of investing, people generally want to obtain high returns without thought to the risk level involved in achieving this. Therefore, working out your own risk appetite is one of the first objectives any future investor should do. When thinking about investment risk, you need to consider financial factors such as - inflation, volatility, interest rates, time horizon and...READ MORE
05 06 2019
What is Off-Plan Property Investment?
An off-plan investment is a great and adaptable option for private investors that is becoming popular worldwide. Both the UAE and the UK offer established sectors where private investors can gain high performing, long-term returns. Investing in these sectors does come with some risk. South Asia, particularly Vietnam, offers substantial opportunities to take advantage of the downturn in the markets in...READ MORE
02 04 2019
Awarded Multinational Wealth Manager 2019
Due to hard work, dedication and passion, the ever-growing team at Winson Capital believe and live through these words. Not accounting for the profession an individual may be in, hard work and dedication to get the job done. As a result, doing everything with passion will eventually be successfully recognised. This can be said for your effort both in work...READ MORE
15 03 2019
Investment Seminar, Shanghai
At Winson Capital, we understand the challenges of investing. As always, we aim to share our experience and knowledge with our clients to help them achieve their financial goals. Therefore, on Tuesday, March 12th we partnered with Castlestone Management to deliver a 2018 market roundup and a 2019 market outlook. The presentation by Castlestone was delivered by current CEO Angus...READ MORE
22 02 2019
Managing Your Current and Future Finances With A Young Family
When you have a young family, you want them to have the best possible start to life. Therefore, this takes ensuring the best for their future. You do this by trying to provide financial security for them. The trouble is, it’s hard to know whether you’re making the right decisions in the long-run. This becomes a difficult stage, when you’re...READ MORE
18 01 2019
How Dollar Cost Averaging Can Help Maximise Your Investment Returns
You’re looking to improve your financial situation, but recent volatility has made you question whether now is the right time to invest. 2018 began with increased volatility relative to years past after growing uncertainty on the global stage. Whilst volatility has calmed recently, both politically and financially, it is not a forgone conclusion that volatility won’t soon return. Having said...READ MORE
17 12 2018
Five Personal Finance Questions You Should Know The Answer To
The vast majority of us make financial based decisions every day, sometimes without even realising it. From simple decisions such as budgeting a weekly shopping trip, to more time consuming and potentially complicated decisions such as car insurance or what mortgage provider is best for you. At some point in our lives, we also need to decide what type future...READ MORE
29 11 2018
What Is A Fund?
As an investor, you want your money to grow for you and your family’s future. But it can sometimes be difficult to have confidence in your investment. Therefore, making decisions can be difficult when you don’t have the time to master the financial markets by yourself. Instead, a fund can help take some of the pressure off investors. In turn,...READ MORE
14 11 2018
China’s New IIT Reform Seminar
On November 13th, Winson Capital partnered with PwC Shanghai to hold a seminar regarding the changes with the Individual Income Tax Laws (IIT) in China. The seminar was very well received, and we have had some fantastic feedback from those that attended. The seminar was followed up with a chance to network with a glass of amazing Italian wine and...READ MORE
05 11 2018
Compound Interest Explained
What is Compound Interest? Arguably, one of the most powerful forces in the financial markets is compound interest. Albert Einstein called it the eighth wonder of the world. It helps to maximise your returns therefore helping you to reach your goals quicker than simple interest alone. Compound interest explained: When calculating interest on a loan, savings account or investment, there...READ MORE
15 10 2018
How Do I Save for the Future Whilst Enjoying Life Now?
Our financial planners often work with younger clients and one of the main conflicts we see is their desire to save for the future. In conjunction with the impulse to live for present day, enjoying their earnings now. People understand that tomorrow is promised to no man, but they also don't want to live their retirement years with limited choices....READ MORE
23 09 2018
Shanghai Expat Show 2018
Time of The Year September 18 – 21st was that time of the year again for the annual Shanghai Expat Show, inclusive of financial services. In turn, the show brings together expats from Shanghai and beyond. These influential entrepreneurs and like-minded individuals gather at the Shanghai Exhibition Center in Jing'an, Shanghai. This year was the 12th year for the Expat...READ MORE
17 09 2018
Financial Planning Basics
Financial planning covers a wide variety of topics including budgeting, expenses, debt, saving, retirement and insurance among others. Understanding how each of these topics work together and affect each other is important for laying the groundwork. This is especially needed for a solid financial foundation for you and your family. Talking to a professional who can help you build a...READ MORE
