Corporate Insurance, Employee Benefits and Wealth Management specialists
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.
Compare Capstone Financial with 3 companies in Financial-Services
| Comparison Field |
Capstone FinancialMain Company |
Experior Financial G...View Profile |
Longview Advisors, L...View Profile |
Baird Retirement Man...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2014 | ||
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Company Size
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— | 11-50 | 1 employee | 11-50 |
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City
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Guelph, Ontario | Newton, KS | Houston, Texas | |
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Country
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Canada | United States | ||
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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
|
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