Stewards of Generational Capital
Our Impact
Building Lasting Value
Years Combined Experience
Assets Under Advisory or Management
Family Offices Served
Global Offices
The Platform
Protecting and growing generational capital.
An asset management and family office platform founded by a group of Asian and European shareholder families.
Isola Capital Group is an asset management platform founded by a group of shareholder families from Asia and Europe with a well-established history of preserving and generating wealth through prudent and entrepreneurial investments. Since inception, the platform has 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 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. Investor Round Table members and sophisticated investors gain access to proprietary structuring solutions that protect their assets, and tailored strategies that 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
Send an Inquiry
We welcome inquiries from families and investors seeking structuring and investment solutions. Please contact us to discuss your wealth preservation and transition goals.