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About H Capital

30 years managing the financial affairs of our wonderful clients, many of whom are still clients today.

H Capital started life in Hong Kong in 1997 as Horwath Financial Services, part of global accounting and business consulting group Horwath, which subsequently rebranded - and operates today as - Crowe Global (www.croweglobal.com).


In 2011 David Bojan and Charles Dickson (originally PWC and ex Horwath Audit Director) completed a management buyout, and subsequently the company rebranded as H Capital, an entirely independent, full-service investment management and financial advisory firm, completely void of institutional links that would otherwise compromise impartiality.


Today, H Capital operates as a Fiduciary maintaining the highest possible standards.


If you are looking for a reliable firm to manage your financial affairs and to guide you on what to
do (and what not to do) you’ve come to the right place!

About: About
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David Bojan

The owner of H Capital, David relocated to Hong Kong from the UK in 1993 to join the independent financial planning arm of Jardine Matheson, where he continues to look after several clients within the Jardine Group.

 

David enjoys working with like-minded people that appreciate his experience, wisdom and common-sense approach to diligently handling their financial affairs.

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Melanie Nutbeam

Having lived in Hong Kong for three decades, Melanie advises Hong Kong-based Australians on their investment planning and financial needs both in Hong Kong and also Australia.

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Michael Roberts

Michael has worked in the financial services industry since 1984, acting as a personal CFO for
his Australian clients.

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Alex Yao

Alex has over two decades of investment experience gained from working with institutional funds and HNW clients at major international buy-side houses, investment banks and private banks.

She started her career in London in equities, and transitioned to the debt side during the Asia Financial Crisis after she returned to Hong Kong and was voted as “One of the Most Astute Investors” by The Asset.

Meet The Team

Not All Advisors Are Equal

From Private Bankers and Wealth Managers to Independent Financial Advisers (IFA’s), Insurance Brokers and more, the scope of services and the extent of advice on offer is not always clear.


For example, did you know that the largest Wealth Management Firm in Hong Kong is a UK-based ‘restricted advice’ firm, which means it has its own products and is not therefore impartial at all? Indeed, the Firm is frequently criticized by the UK financial media and has been forced to set aside millions for client compensation. What’s more, several of its investment funds regularly appear on the UK’s so-called Dog List! And yet this information is not in the public domain in Hong Kong!


It’s important to distinguish between the different types of financial ‘professionals’ on the understanding that not all advisers are equal.  At H Capital, we operate as Fiduciaries, as mentioned. We have your very best interests at heart.

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Due Diligence on potential investments.

H Capital Can Help You With

A bird's eye view of your Financial Affairs.

Retirement Planning.

Contact Us Now

Phone: +852 2511 8337

Arrange a no-obligation FREE OF CHARGE Discovery Meeting 

Experienced

Organizing Data

The H Capital team consists of a small group of like-minded professionals, “Fiduciaries”, who have spent their entire working careers protecting and growing their client’s wealth. What makes
us special? A HUGE amount of experience - there really is no substitute!

Personalised

Business Conversation

Clients of H Capital enjoy a one-on-one working relationship with their Fiduciary. At no point will
your account be passed on to a junior to deal with - that is not how we work.

Comprehensive

Conference Room

Whether you are looking for advice on how best to invest your cash, if you'd like a discreet second opinion on your current investment portfolio or adviser, maybe you are considering relocating elsewhere and are concerned about the consequences, H Capital can help.

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