York Capital Solutions is a specialist wealth management, investment and insurance firm serving individuals across Asia and the world. We offer private banking service standards to our clients without the entry limits normally required. Originally based in the UK and now based in Hong Kong we have local advisors based across Asia and affiliate relationships with top class wealth management firms all around the world.

We are an independent firm which ensures that our clients receive the very best unbiased advice on the most appropriate tailor made investment and insurance solutions available to them.

Our advisors work closely with our clients to ensure that their financial position is carefully analyzed before making recommendations based upon the needs, goals and aspirations of each individual person. We work with our clients on an ongoing basis to ensure the advice given is relevant as they pass through the stages of their life. All our advice is backed up by a research team who complete the due diligence on everything we do before any recommendation is made.

 

In an increasingly complex financial world we aim to guide our clients in a clear and concise manner through the options that are available to them, keeping things simple whenever possible to do so.
We firmly believe that effective financial planning is a three tier process:

• Wealth Protection: Comprising life insurance, health insurance or income protection.
• Wealth Accumulation: Helping clients achieve their goals whether their aspiration is retirement planning, education fee funding, to save for a yacht, fund a house deposit or manage existing investment portfolios more effectively.
• Wealth Transfer: Ensuring income is maintained in the future and money is passed to the next generation in the most tax efficient way possible.

As an independent advisor we are reliant on our investment partners to help develop the solutions for our clients. Working with a wide range of investment and insurance partners offers our clients opportunities to make the most of their financial plans. Below are just some of our investment partners:

 

Contact us here to see how York Capital Solutions can help you