Isola Capital Group

Overview

The firm reports more than $2 billion in assets under advisory or management, more than 150 family offices served, and more than 450 years of combined experience.²

History

Isola Capital was established in Hong Kong in 2011.¹

Leadership

Anthony Chan is Chief Executive Officer. David Zhang is Managing Director - Private Investment. Denise Man is Managing Director - Wealth Management. Lionel Neave is Managing Director - Portfolio Manager.³

Services

Isola provides asset management, investment advisory, family governance structuring, risk management, and proprietary investment structuring solutions.⁴

Its private markets capabilities include private equity, private credit, venture capital, and liquid strategies. The firm also offers global equities, fixed income, hedge fund allocations, systematic strategies, and alternative private debt exposure.⁵

What the firm offers

• Investment management
• Family governance and education
• Risk and insurance
• Private and alternative investments

Client Focus

The firm serves first-generation and multigenerational family offices, shareholder families, institutional partners, and sophisticated investors through its Investor Round Table ecosystem.⁶

Approach

Isola’s stated investment process begins with a review of financial objectives, custodians, and private banking arrangements. It then develops an investment strategy, implements portfolios, and provides ongoing monitoring.⁷

The firm emphasizes holistic portfolio construction, diversification across liquid and private alternatives, liquidity planning, active allocation management, and discretionary portfolio management based on each client’s risk profile.⁸

Assets and Registration

Isola reports more than $2 billion in assets under advisory or management.²

Isola Capital Asset Management Pte. Ltd. is listed by the Monetary Authority of Singapore as a Capital Markets Services Licensee for fund management.⁹

FAQs

Related resources

• LocationMultifamily offices in Central

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• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a separate view of firms that invest through corporate venture programs. It may help an owner compare direct corporate investing with the private and alternative investment approaches often considered by families seeking broader portfolio access and long term capital planning.

• Network siteFamilyOfficeDatabases.com

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• DataMFOs by decade founded

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Sources

1. https://isola-capital.com/
2. https://isola-capital.com/team
3. https://isola-capital.com/investments
4. https://eservices.mas.gov.sg/fid/institution/detail/411487-ISOLA-CAPITAL-ASSET-MANAGEMENT-PTE-LTD

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.