Capstone Financial

Capstone Financial

Financial-Services

Company Tagline

Corporate Insurance, Employee Benefits and Wealth Management specialists

Industry Category
Financial-Services
Company Description

Capstone Financial is a leading financial services provider headquartered in Hong Kong, specializing in corporate insurance and employee benefits for Asian corporations and asset managers. Capstone Financial also delivers wealth management services tailored for professionals and high-net-worth individuals across Asia. With a commitment to placing clients' needs first, Capstone Financial distinguishes itself by offering unbiased, integrity-driven advice and solutions precisely tailored to meet the unique requirements of each client.

Originally established by seasoned industry experts, Capstone Financial aimed to redefine standards within the Asian financial services sector. By adopting a fresh and innovative approach, Capstone Financial enhances the quality of advice and enriches the overall client experience. The company's philosophy centers on the belief that client success directly fuels its own, ensuring that the client always remains the top priority. Located at Level 8 Kailey Tower, 16 Stanley Street, Central, HK, and Level 33, Ilham Tower 8, Jalan Binjai, Kuala Lumpur, Malaysia 50450, MY, Capstone Financial is strategically positioned to serve its diverse clientele effectively.

Capstone Financial's dedication to excellence and client-centric approach has solidified its reputation as a trusted partner in the financial services industry. As Capstone Financial continues to grow and innovate, it remains committed to upholding the highest standards of integrity and delivering exceptional value to its clients. We invite the management team at Capstone Financial to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Edward Daoud John Glasgow Jamie Dryburgh

Compare Companies Side by Side

Compare Capstone Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
Capstone Financial
Capstone Financial
Main Company
Experior Financial Group
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Longview Advisors, LLC
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Baird Retirement Management
Baird Retirement Man...
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Founded Year
2014
Company Size
11-50 1 employee 11-50
City
Guelph, Ontario Newton, KS Houston, Texas
Country
Canada United States
Skills & Keywords Comparing with main company
15 Total Skills
Financial Services Corporate Insurance Employee Benefits Wealth Management Asset Management Insurance Solutions Financial Planning corporate insurance Additional Services Capstone Corporate Insurance Estate Planning Investments Professional Indemnity Insurance Directors & Officers Insurance
18 Total 2 Common 16 Unique
Match 13%
Common Skills:
Financial Planning Financial Services
Unique Skills:
Annuities Careers Consumer Proposals Critical Illness Debt Solutions Group Benefits +10
5 Total 1 Common 4 Unique
Match 7%
Common Skills:
Financial Planning
Unique Skills:
Charitable Planning Education Planning Retirement Planning Tax Planning
15 Total 15 Unique
Unique Skills:
529 Plans Annuities Bonds Chemical Employee Retirement Management Company Pension Company Retirement Plans +9
4
Total Companies
2014
Oldest Founded
2
Countries
48
Unique Skills

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Alternative Company Names

This company is also known as

Capstone Financial 顶峰金融 कैपस्टोन वित्तीय كابستون المالية Капстоун Финанс Capstone Financeiro