Stewards of Generational Capital
Our Impact
Building Lasting Value
Years Combined Experience
Assets Under Advisory or Management
Family Offices Served
Global Offices
The Platform
We help families protect and grow generational capital with prudent institutional-grade investment strategies.
Isola Capital is an asset management and family office platform founded and owned by shareholder families from Asia and Europe with a long history of preserving and growing wealth through disciplined entrepreneurial investing.
Since its inception, the platform built a reputation as a pioneer in emerging markets focusing on direct investments, fund management and sophisticated wealth management. Isola Capital was established in Hong Kong in 2011 to lead global direct investment and fund management with a global perspective. Today Isola Capital is an institutional-grade asset management platform serving first-generation through multi-generational family offices and HNW investors. We provide a uniquely discreet platform that allows Investor Round Table members and sophisticated investors to access proprietary structuring solutions to protect their assets and tailored asset management strategies to enhance their wealth.
Our Philosophy
A Unique Approach to Investing
Core Values
- Access to proprietary investment opportunities
- Focus on liquid and direct investments that have consistent top decile or quartile performance
- Underlying investments should reflect PRI values and be sustainable
- Invest intelligently to generate superior risk adjusted returns
Disciplined Investment Approach
- Holistic portfolio construction
- Diversification across investment strategies from liquid to private alternatives
- Diversified portfolio including allocations in private alternatives with a focus on best-in-class
- Targeted returns to benchmark top quartile performance
Liquidity Driven
- Ensure sufficient liquidity to meet capital commitments and distribution needs
- Generate sufficient distributions on a regular basis to support commitments
- Ensure cashflows are reinvested appropriately to maintain capacity to deploy opportunistically where appropriate
Proactive Portfolio Management
- Close monitoring and review of portfolio constituents' performance
- Active management of allocations on a regular basis
- Focus on best-of-breed investment strategies and opportunities
- Provide discretionary portfolio management solutions based on risk profile
The Investor Round Table
An exclusive co-investment ecosystem designed for shareholder families and institutional partners. We provide our members with direct access to proprietary deal flow and strategic synergies across global markets.
Leadership
Guided by Experience
Our leadership team brings decades of institutional investment experience across private equity, venture capital, and wealth management.
Anthony Chan
Chief Executive Officer
David Zhang
Managing Director - Private Investment
Denise Man
Managing Director - Wealth Management
Contact Us
Hong Kong
Level 25, Henley BuildingNo. 5 Queen's Road Central
Central, Hong Kong
Singapore
18 Duxton HillSingapore 089601
Confidential Inquiry
We welcome inquiries from families and investors seeking structuring and investment solutions. Please contact us to discuss your wealth preservation and transition goals.