Chartwell Capital

Hong Kong, China Founded: 2007 • Age: 19 yrs
Provides investment management services to institutional funds and high net worth individuals.
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About Chartwell Capital

Chartwell Capital is a company based in Hong Kong (China) founded in 2007 by Ronald Chan. It operates as a B2B, and Investment Advisory. Chartwell Capital offers products and services including Investment Management Services and Sustainability Strategies. Chartwell Capital operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and State Street, among others.

  • Headquarter Hong Kong, China
  • Founders Ronald Chan
  • Sectors
    Financial Services
    Environment
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Chartwell Capital Limited
Operational Areas
Financial Services → Investment Management & Advisory
Environment → Environmental Awareness & Education
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Chartwell Capital

Chartwell Capital offers a comprehensive portfolio of products and services, including Investment Management Services and Sustainability Strategies. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers strategic solutions for institutional clients through market insights

Integrates ESG factors into investment decisions for long-term performance

Funding Insights of Chartwell Capital

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investments & Acquisitions by Chartwell Capital

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Chartwell Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Chartwell Capital Comparisons

Employees
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Competitors of Chartwell Capital

Chartwell Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, S&P Global, Bank of America and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
Investment banking services are delivered across multiple financial sectors.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Chartwell Capital

Frequently Asked Questions about Chartwell Capital

When was Chartwell Capital founded?

Chartwell Capital was founded in 2007.

Where is Chartwell Capital located?

Chartwell Capital is headquartered in Hong Kong, China.

What does Chartwell Capital do?

Chartwell Capital is an independent investment firm founded in 2007 and based in Hong Kong. It offers strategic investment solutions through deep local knowledge and engagement with company management. The firm serves institutional clients like endowment funds, pension funds, family offices, and high net worth individuals, focusing on long-term performance and sustainability integration in its strategies.

Who are the top competitors of Chartwell Capital?

Chartwell Capital's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Chartwell Capital offer?

Chartwell Capital offers Investment Management Services and Sustainability Strategies.

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