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Introducing HK Broad Capital

HK Broad Capital is an online service that enables you to hold your investments in one place so that you can see them clearly and monitor their performance easily. This offers a more efficient alternative to your investments being held by a number of different companies, each with their own account numbers and paperwork.

The service also gives you the ability to obtain discounts and cost savings when purchasing funds or shares. In addition, you are able to obtain valuations, portfolio downloads, trade details and tax return information at the press of a button.

From your adviser’s perspective, HK Broad Capital allows them to manage and monitor your investments more effectively. This enables them to concentrate on what’s important – providing financial planning that is pertinent to you and maximising the performance of your investments. They will also agree their charges with you, and not be paid fees by product providers. This ensures that your adviser is managing your investments impartially and in your best interests.

How it works

Your money can be invested in a wide range of funds and equities, within a variety of tax wrappers (ISA, Pension, Offshore Bond, etc). HK Broad Capital takes care of all the administration and delivers the information online to both you and your adviser.

The Benefits

HK Broad Capital has been designed to cater for substantial private investors, giving your adviser access to specialist products and services that allow you to get the most out of your investments.

Benefits include:

  • Online access to your investments, 24 hours a day, 365 days a year
  • Extensive selection of funds and wrappers, all held in one place
  • Paperwork is kept to a minimum and available online
  • View current and historic valuations at the press of a button
  • Reduced fund charges when purchasing investments

HK Broad Capital offers comprehensive online tools, unrivalled levels of service and great value for money.


For those who have acquired wealth, often by years of personal endeavour, the preservation of that wealth and its investment for the future is always a primary concern. HK Broad Capital is there to facilitate these objectives and to enable such individuals and their advisers to manage and monitor their investments effectively.

Daniel Blake Managing Director


For more information about HK Broad Capital and how we can help with the management of your investments, please speak to your financial adviser or contact us.

Get in touch with HK Broad Capital

Our vigorous and dynamic approach allows us the opportunity to develop solutions for a vast and wide ranging array of financial requirements. Each of our consultants has access to a wealth of shared information and knowledge from our partners which allows us to create unique and tailor-made investment plans.