Since 1995, ChapmanCraig has helped a broad range of clients develop appropriate wealth management and retirement plans. We work with primarily high-net-worth individuals and families.
Our clients include business owners, professionals, retired executives and entrepreneurs that have sold or anticipate selling a business. While most of our clients are resident in Asia, increased mobility has resulted in clients also resident in the U.S., the U.K., Europe and Australia.
Look to us for overall-asset allocation advice. Since they are often busy with their careers, we can provide valuable assistance with their everyday financial tasks such as, monitoring their other wealth managers, creating high-quality investment portfolios, and dealing with their tax, estate and retirement planning.
Craig was introduced to me around the time that he set up his business in Hong Kong many years ago now. I've been working with him since then and he's now looking after all my investments. I've seen the relationship grow to one of trusted adviser and I've been very happy with the level of service and the returns that my portfolio has generated. He's always been keen to ensure that my portfolio matches my requirements and as I move towards retirement he has proactively encouraged me to prepare for that and to work out how I should fund that part of my life. Overall I'd highly recommend Craig for anyone looking for a personalised level of service that is not pushy but focuses on making the right decisions at the right time.PartnerAllen & Overy
After a run of bad investments, I started working with ChapmanCraig Limited (and its predecessor) in 2000. They have helped restore my confidence in the financial markets and take the strain and worry out of long-term financial planning. Their practical advice and sound investment strategy have turned me from a “deer in the head lights” to a confident investor. During the 16 years I have been working with ChapmanCraig Limited, they have assisted me in thinking about the key issues I need to address for my long-term financial security and have steadily grown my capital to provide that security. With their regular reporting and independent custody arrangements, I am comfortable my assets are in good hands and their strategic investment approach has paid off even in times of market volatility and uncertainty.
PartnerBaker & McKenzie
Too busy to look after their everyday investment needs, we offer them complex estate and tax planning as well as an investment strategy that diversifies them away from their core corporate holdings.
When I met Craig, I had had a mixed experience with my own investing. I had a number of accounts at different institutions that I wanted to consolidate and I wanted more international diversification. I was attracted to ChapmanCraig because they could accomplish those things for me, and I was able to have direct communication with the principals of the firm. When the opportunity came to purchase my current company, ChapmanCraig came up with a dynamic strategy that provided a very low cost financing facility to assist in the business acquisition, while allowing me to keep my securities portfolio, which has continued to appreciate. ChapmanCraig also provided helpful guidance in connection with my business, while I was getting started.
The relationship with ChapmanCraig has been very beneficial for both my business and my family’s long term financial stability
In their golden years, executives want relaxation. So we tailor investment portfolios designed to generate income, assist them by monitoring their other wealth managers and ensure they have an overall asset allocation that is appropriate to their individual circumstances.
I have been a client of ChapmanCraig Ltd for 11 years now. Throughout that time, they have provided reliable and realistic advice, in line with their relatively conservative mandate, which has provided reassurance on the preservation of assets during times of turmoil and the comfort that reasonable returns can be achieved during periods of recovery.Retired PartnerDeacons
Seek attractive risk-adjusted returns and look for globally diversified investment portfolios. Our investment managers work closely with family members and estate planners to ensure that nest eggs are protected and properly passed on to future generations.
Over the last 8 years, Corinne Bonne from ChapmanCraig Ltd has been assisting me in putting together a wine collection. Her in-depth knowledge of wines (especially French) and the full transparency that she provided has been essential in building up my wine cellar, which consists of the right wines, the right vintages and sourced at the right prices. The collection is now nicely stored in my cellar in Europe and is drinking incredibly well. I am always grateful to Corinne when I open a bottle from my cellar. As I only visit the cellar when traveling to Europe, it is good to know that the wines Corinne have chosen can keep for many, many years to come!
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