Melbourne Capital Group

Private Wealth Team

Melbourne Capital Group is an award-winning, independent financial services company, providing bespoke personal and corporate wealth management solutions. As a Chartered Institute of Insurance (CII) International Professional Partner Firm, we are committed to upholding the highest professional standards.  

We listen to understand your individual circumstances and financial goals. We then harness our expertise to deliver personalised wealth management strategies to help you achieve them, as we work to structure, grow and protect your wealth for generations to come.

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Melbourne Capital Group
Melbourne Capital Group
Melbourne Capital Group

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Melbourne Capital Group

Estate Planning for Non-US Residents with US Assets: Reducing the Risk of Unexpected Tax Exposure

Estate Planning for Non-US Residents with US Assets: Reducing the Risk of Unexpected Tax Exposure

Many expats investing in US assets are unaware of the hidden risks posed by US estate tax. For non-US residents, even a relatively modest portfolio of US stocks or ETFs could trigger significant estate taxes, lengthy probate, and complex cross-border paperwork. Discover how non-US residents can mitigate US estate tax on US assets.

Melbourne Capital Group wins at BMCC Business Excellence Awards 2025

Melbourne Capital Group wins at BMCC Business Excellence Awards 2025

Melbourne Capital Group wins 1st Runner-Up for the SME Excellence Award at the BMCC Business Excellence Awards 2025, recognising our UK-standard financial planning excellence.

Ten Melbourne Capital Group Advisors Achieve CFP Designation with the Financial Planning Association of Malaysia

Ten Melbourne Capital Group Advisors Achieve CFP Designation with the Financial Planning Association of Malaysia

Ten Melbourne Capital Group advisors have officially earned the Certified Financial Planner (CFP) designation through the Financial Planning Association of Malaysia (FPAM). This milestone reflects our firm’s dedication to world-class financial planning and the highest professional standards.

Melbourne Capital Group joins the Principles for Responsible Investment

Melbourne Capital Group joins the Principles for Responsible Investment

Melbourne Capital Group has joined the Principles for Responsible Investment (PRI), reinforcing its dedication to responsible and sustainable investment practices. As a new PRI signatory, the firm continues to integrate ESG considerations into its strategies, focusing on long term sustainable wealth growth for clients while contributing to a more resilient global financial system.

Preparing for a Strong Finish to 2025 at Melbourne Capital Group

Preparing for a Strong Finish to 2025 at Melbourne Capital Group

Melbourne Capital Group’s Q3 Conference, “Strong Finish 2025 for a Fast Start in 2026,” celebrated team achievements, five industry award nominations, and our commitment to responsible investing, setting the foundation for an outstanding 2026.

Melbourne Capital Group has been shortlisted for the Investment International Awards 2025

Melbourne Capital Group has been shortlisted for the Investment International Awards 2025

Melbourne Capital Group has been shortlisted in several prestigious categories at the Investment International Awards 2025. This recognition reflects our commitment to innovation, regulatory leadership, and excellence in serving clients worldwide.