HOME / The Capstone Financial Group

The Capstone Financial Group

Financial Advisor

The Capstone Financial Group is a leading financial planning and wealth management company offering investment and insurance solutions to individuals, trusts and businesses in Asia.

ABOUT

We are an Independent Financial Planning and Wealth Management Company, specialising in providing client-focused, integrity-driven advice to individuals, trusts and businesses. Capstone Financial was originally incorporated by experienced industry professionals with the clear aim of setting new standards in the Asian financial services industry by offering a refreshing new approach that radically improves the quality of advice and overall client experience. Our success as a company has been driven by the strong belief that our clients’ success will drive our own and our simple philosophy that the client should always come first.

The Capstone Financial Group

David de Lacy Staunton
Managing Director

FACTS

Founded 2009
Ownership Private
Presence Regional
No. of employees 20
Country of origin Hong Kong
Asia offices in HK, SH, KL
Fee class $ $ $ $ $
Suitable for clients with US$1 - 10 mil

SERVICES

Advisory Investment Management

Advice provided is independent

Advice is not dependent on in-house products or in-house solutions.

Discretionary Investment Management

Insurance

Wealth Planning

WEALTH'S OPINION

Being voted a Top 3 Independent Financial Advisory firm in Hong Kong in a testament to the service excellence and emphasis on fair pricing and best practices the founders have instilled in their business. Founded by investment banking and finance industry professionals, Capstone are high-tech, high-touch, utilising tech solutions for both advisors and clients while placing clients' interest and needs first.

Why Capstone?

1

Expat Speciality

Strong expat clientele base with an award-winning product & service offering

2

Fair Practices

Capstone are an established and independent financial advisory firm which places a strong emphasis on fair pricing and practices

3

High Tech

Deploy a strong suite of technology solutions in insurance quotations and client dashboards to track investments and products online

The Capstone Financial Group

The Capstone Financial Group is a leading financial planning and wealth management company offering investment and insurance solutions to individuals, trusts and businesses in Asia.

SIGN UP