Melbourne Capital Group

What Melbourne Capital Group does

Melbourne Capital Group is an independent, privately-held wealth management firm founded in 2019 in Kuala Lumpur, Malaysia, serving high-net-worth expatriates in Asia (particularly British, American, and Japanese nationals) and Malaysian HNW families. The firm operates through three licensed entities spanning Australia (AFSL No. 382724), Malaysia (CMSL No. CMSL/A0254/2009 via the former Blueprint Planning Sdn Bhd, acquired in 2025), and Labuan (LFSA Insurance Broker No. BS2021140), and maintains offices in Kuala Lumpur, Penang, Bangkok, and Melbourne.

The core product set spans private wealth management, investments, retirement planning (including UK pension transfers), education planning, cross-border estate planning, life and health insurance, plus institutional add-on modules (private banking, corporate advisory, family office, group protection). Two sub-brands differentiate the expat and Malaysian domestic offerings, with the latter including Shariah-compliant financial planning. The underlying technology stack is non-proprietary: standard financial planning tools, a CRM for lead management, DocuSign for digital workflows, and a client portal hosted on onglobalplatform.com. AI is positioned as 'human-powered AI' for research, portfolio analysis, and scenario modelling that augments rather than replaces advisers.

The business model combines recurring advisory fees on wealth management mandates, commissions on insurance and group protection, and project-based fees for corporate advisory mandates, including the strategic advisory role on a $215M Nasdaq SPAC (Silicon Valley Acquisition Corp). Go-to-market is sales-led and advisory-led: Business Development Executives drive cold outreach and CRM-managed prospect pipelines, while content marketing (blog, webinars, panel events with partners such as Alger, LGT Wealth Management, Evelyn Partners, Henley & Partners, and Maybank Trustees) and chamber memberships (BMCC, CWEIC) generate top-of-funnel trust and referrals. No external funding rounds are disclosed; growth to date is self-funded and reinforced by the 2025 Blueprint Planning acquisition.

Name

Melbourne Capital Group

Legal name

Melbourne Capital Group

Website

https://melbournecapitalgroup.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Melbourne Capital Group is an independent Asia-Pacific wealth management firm serving high-net-worth expatriates and Malaysian families, delivering cross-border financial planning, investments, retirement, estate, and insurance advisory across offices in Kuala Lumpur, Penang, Bangkok, and Melbourne.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Private wealth management
• Expat financial planning
• Cross-border estate planning
• Corporate advisory services
• Shariah-compliant wealth management

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Advisory Fees: Fees charged for personalised wealth management strategies including investments, retirement planning, estate planning, education planning, and insurance advisory. Services span both international (expat-focused) and domestic (Malaysian) wealth management.
2. Insurance Advisory and Group Protection: Commissions and fees from international life and health insurance, group protection schemes for organisations, and insurance planning integrated into broader succession strategies.
3. Corporate Advisory: Structured financing solutions and corporate advisory services leveraging a network of partners and service providers. Includes strategic advisory mandates such as the appointment as strategic advisor to Silicon Valley Acquisition Corp (Nasdaq SPAC).
4. Investment Banking Advisory: Director of Investment Banking in Kuala Lumpur serves as strategic advisor to Nasdaq-listed SPACs and assists in evaluating growth opportunities aligning Asia-Pacific businesses with U.S. public market structures.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Melbourne Capital Group is an independent financial advisory firm providing personalised private wealth management to high-net-worth expatriates and Malaysian families. Core offerings span investments, retirement planning, education planning, estate planning with international wills, life and health insurance, private banking introductions, corporate advisory, family office solutions, and group protection, delivered under both conventional and Shariah-compliant frameworks across offices in Malaysia, Thailand and Australia.

Product overview

Melbourne Capital Group offers a unified wealth management platform combining core advisory services (Private Wealth Management, Investments, Retirement Planning, Education Planning, Estate Planning, Life Insurance, Health Insurance) with institutional-grade add-on modules (Private Banking, Corporate Advisory, Family Office, Group Protection). The firm operates two geographic sub-brands: Expat Wealth Management for internationally mobile clients, and Malaysian Wealth Management for domestic clients including Shariah-compliant services. The offering integrates ESG considerations and cross-border tax planning as standard practice.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Comprehensive, transparent and personalised wealth management strategies to help clients structure, grow and protect their wealth for generations. Covers building wealth, protecting the future, and securing legacy.
• Investments Tailored investment portfolios and investment management services for building financial wealth, including personalised strategies to grow assets across both international (expat) and Malaysian (domestic) mandates.
• Retirement Planning Personalised retirement roadmaps and pension planning services, including UK pension transfers and SIPP consolidation, designed to give clients confidence around income in retirement across jurisdictions.
• Education Planning Financial planning services to help families save and invest for educational expenses, integrating education goals into broader wealth planning.
• Estate Planning (International Wills) Cross-border estate planning including international wills, trust structures, and succession planning for multi-jurisdictional assets, delivered in coordination with trusted tax, legal and trustee partners.
• Life Insurance International life insurance solutions and coverage tailored to lifestyle needs for individuals and families with cross-border exposure.
• Health Insurance International health insurance solutions for expats and internationally mobile individuals, integrated into broader financial planning.
• Private Banking Institutional service helping clients find appropriate banking relationships through a network of leading private banks, including structured banking and treasury solutions for HNW clients.
• Corporate Advisory Structured financing solutions and strategic advisory leveraging an established network of partners and service providers to deliver results for corporate clients, including Nasdaq SPAC mandates such as Silicon Valley Acquisition Corp.
• Family Office Tailored solutions to structure family wealth, providing access to international partners who are leaders in their respective fields for HNW family offices.
• Group Protection Group insurance policies and employee benefits solutions for international organisations of all sizes, providing financial protection and benefits infrastructure for employees.
• Expat Wealth Management Specialised wealth management services for expatriate clients living abroad, covering investments, insurance, estate planning and retirement, with bespoke solutions across UK, US, Japan and other international jurisdictions.
• Malaysian Wealth Management Domestic wealth management services for Malaysian residents, including estate planning, succession planning, Shariah-compliant financial planning, and Labuan Foundation structuring for Malaysian families.

Quantifiable outcome

• Over RM10,000 raised for charity at a single event featuring Paul Gascoigne.
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

17 partnerships are on record, tiered core, flagship and minor.

• Maybank TrusteescoreStrategic or Co-development Partner · 29 June 2026Maybank Trustees (Dato' Nor Fazlina Binti Mohd Ghouse, CEO) participated in the Malaysia Wealth Management Forum 2026 panel chaired by Reuben van Dijk of Melbourne Capital Group, discussing Labuan Foundation solutions, succession planning, and governance for Malaysian families.
• Chooi & CompanycoreStrategic or Co-development Partner · 29 June 2026Chooi & Company (Nicole Wee, Partner) participated in the Malaysia Wealth Management Forum 2026 panel chaired by Melbourne Capital Group, providing legal and succession planning expertise for Malaysian families with cross-border assets.
• AlgercoreStrategic or Co-development Partner · 10 June 2026Melbourne Capital Group co-hosted a live webinar 'Artificial Intelligence: Mapping the Investment Opportunity' with Alger, featuring Brad Neuman (Senior Vice President, Market Strategy) and Christopher Conte (VP Marketing). The session covered AI infrastructure, the Enablers vs. Adopters investment framework, the AI IPO supercycle, and ESG considerations around data centre power consumption.
• Silicon Valley Acquisition Corp.flagshipStrategic or Co-development Partner · 1 June 2026Melbourne Capital Group was appointed as strategic advisor to Silicon Valley Acquisition Corp., a Nasdaq-listed SPAC that raised $215 million in its December 2025 IPO. Simon Stephen, Director of Investment Banking in Kuala Lumpur, serves as strategic advisor to evaluate growth opportunities aligning Asia-Pacific businesses with U.S. public market structures, targeting fintech, AI infrastructure, energy transition, and mobility sectors.
• Evelyn PartnerscoreStrategic or Co-development Partner · 25 May 2026Melbourne Capital Group partnered with Evelyn Partners for a Malaysia tour including succession planning in Penang, a women's wealth brunch in Johor, and a family office panel in Kuala Lumpur, bringing UK-standard financial planning expertise to Malaysian clients.
• Fusion PartnerscoreStrategic or Co-development Partner · 21 May 2026Fusion Partners, represented by Anthony Rogers (Chartered Tax Adviser and Trust and Estate Practitioner), co-hosted the 'Securing Your Legacy' cross-border wealth planning panel with Melbourne Capital Group in Kuala Lumpur. Focus areas include UK-MY tax planning, cross-border Wills, and UK pension restructuring.
• API GlobalcoreStrategic or Co-development Partner · 21 May 2026API Global, represented by Daniel Earl, co-presented at the 'Securing Your Legacy' cross-border wealth planning panel, focusing on diversified retirement portfolio construction and Thailand property market insights alongside Melbourne Capital Group.
• Henley & PartnerscoreStrategic or Co-development Partner · 21 May 2026Henley & Partners (Atiq Idris, Private Client Adviser) participated in the Malaysia Wealth Management Forum 2026 panel and the 'Securing Your Legacy' cross-border planning event, providing expertise on residency and citizenship by investment alongside Melbourne Capital Group.
• Strategic Swiss PartnerscoreStrategic or Co-development Partner · 18 March 2026Melbourne Capital Group established a strategic cross-border partnership with Strategic Swiss Partners to expand global wealth advisory capabilities for clients across Asia, enhancing the firm's ability to serve clients with Swiss and European financial planning needs.
• Yayasan Jantung MalaysiacoreOthers · 18 March 2026Melbourne Capital Group launched the '1,000 Hearts & 1 Cause' campaign in partnership with Yayasan Jantung Malaysia (YJM), supporting heart health screening, education, and family support across Malaysia. The partnership includes an MOU, donations, and ongoing event collaboration.
• Commonwealth Enterprise and Investment Council (CWEIC)flagshipStrategic or Co-development Partner · 11 February 2026Melbourne Capital Group hosted an exclusive CWEIC roundtable in Kuala Lumpur with Lord Marland of Odstock, bringing together Malaysian business leaders and CWEIC to explore Commonwealth trade and investment opportunities. The firm demonstrated its role as a strategic convenor linking Commonwealth networks with Southeast Asian markets.
• ADX and Perdana Leadership FoundationminorGTM or Marketing Partner · 25 November 2025Melbourne Capital Group sponsored the 'Spotlight ASEAN' event at Sunway Resort Hotel, featuring Her Excellency Gloria Macapagal Arroyo, 14th President of the Philippines, exploring ASEAN's role amid global economic uncertainty.
• Blueprint PlanningflagshipStrategic or Co-development Partner · 1 August 2025Melbourne Capital Group acquired Blueprint Planning (formerly Blueprint Planning Sdn Bhd), a wealth management company with two decades of Malaysian market experience. This acquisition secured the firm's CMSL licence from the Securities Commission Malaysia, enabling domestic Malaysian wealth management services alongside its international offering.
• LGT Wealth ManagementcoreStrategic or Co-development Partner · 12 March 2025Melbourne Capital Group collaborated with LGT Wealth Management to host a market outlook webinar with Olivia Wingrove, Portfolio Manager at LGT, covering resilience in global markets, US market trends, and opportunities in Asia.
• Securities Commission MalaysiacoreOthersMelbourne Capital Group Sdn Bhd (formerly Blueprint Planning Sdn Bhd) is licensed by the Securities Commission Malaysia under Licence No. CMSL/A0254/2009, enabling the firm to conduct capital markets services in Malaysia.
• Labuan Financial Services Authority (LFSA)coreOthersMelbourne Capital Group Ltd is authorised and regulated by the Labuan Financial Services Authority as an Insurance Broker under Licence No. BS2021140, enabling the firm to conduct insurance brokerage in the Labuan International Business and Financial Centre.
• iFASTminorStrategic or Co-development PartnerTwo Melbourne Capital Group advisers were recognised at the iFAST Awards 2026 for Rookie of the Year 2025, demonstrating the firm's talent development and training programmes.

Scale indicators5 records

Recent moves9 records

Expansion highlights7 records

Broad incumbents

• LGT Group: Liechtenstein-based private banking and asset management group owned by the Liechtenstein princely family, with deep Asia-Pacific operations including Singapore, Hong Kong and Malaysia-adjacent markets. Comparable on cross-border wealth advisory, UHNW succession planning and ESG-aligned investing (PRI signatory); broader product suite than Melbourne Capital Group.
• Cazenove Capital (Schroders Wealth Management): UK-based discretionary investment manager and wealth adviser serving HNW clients, now part of Schroders. Comparable focus on portfolio management, multi-generational wealth planning and UK pension advisory; operates at larger scale and with broader institutional product access than Melbourne Capital Group.
• St. James's Place: UK-listed wealth manager with one of the largest adviser networks in the UK, providing investment, pension, tax and estate planning to HNW individuals. Comparable on holistic financial planning and adviser-led distribution; far larger AUM base but operates a partnership model that limits direct comparability of adviser economics.
• Julius Baer: Swiss-headquartered private bank serving HNW and UHNW clients globally with a significant Asia-Pacific presence. Overlaps directly with Melbourne Capital Group on cross-border wealth advisory, expat wealth structuring and Asian family office services, but operates at materially larger scale with a full balance-sheet banking platform.
• Rothschild Wealth & Asset Management: Global private bank and wealth adviser serving HNW and UHNW families with cross-border wealth structuring, succession and family office services. Comparable on multi-jurisdictional wealth advisory and Asian family engagement; operates at materially larger scale with full banking and capital markets capabilities.

Direct peers

• Brown Shipley: UK private bank and wealth manager serving HNW individuals, families and entrepreneurs with cross-border wealth structuring, investment management and banking services. Comparable client mix (British expats, internationally mobile families) and similar advisory-led go-to-market as Melbourne Capital Group.
• Saunderson House: UK-based independent chartered financial planner providing bespoke wealth management, pension and investment advice to HNW individuals and business owners. Closest business model comparable: independent, fee-based, advisory-led, with international/expat and UK pension expertise mirroring Melbourne Capital Group's expat wealth proposition.
• Evelyn Partners: UK wealth management, professional services and family office group that co-partners with Melbourne Capital Group on Malaysia client events. Comparable on UK-standard financial planning adapted for cross-border clients, succession planning and family office services, though at significantly larger UK scale.

Emerging players

• Hawksford: International corporate, trust and fund services provider serving private clients and family offices across multiple jurisdictions including Singapore, Hong Kong and Malaysia. Comparable on cross-border trust, foundation and corporate structuring elements of Melbourne Capital Group's family office service, though without the front-end investment advisory offering.
• Henley & Partners: Global leader in residence and citizenship by investment advisory with strong Asia-Pacific activity. Comparable at the intersection of wealth structuring and residency/citizenship planning, an adjacent but overlapping service to Melbourne Capital Group's expat proposition; more specialist and less of a generalist wealth manager.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCPCMcGUPmm0odwSkUwvvYmQ
• Facebookfacebook.com/MelbourneCapitalGroup
• LinkedInlinkedin.com/company/melbournecapitalgroup
• Instagraminstagram.com/melbournecapitalgroup

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Melbourne Capital Group