About the firm

An independent voice
in global markets.

Our story

Built at the intersection of East and West capital markets

Charles & Kwok was founded on a simple observation: the most compelling investment opportunities in today's world increasingly require fluency across borders — in language, in regulatory context, and in market structure.

We produce institutional-quality research and advisory that bridges Asian and global markets. Our analysis is rigorous, independent, and published in both English and Chinese — giving international clients a clear view of opportunities that often fall between the blind spots of larger institutions.

From AI infrastructure and semiconductors to gold, digital assets, and cross-border fund structures, we cover the themes that matter to the next generation of global portfolios.

Hong Kong financial district
01
Research-first
Every service we provide — whether advisory, fund management, or financial structuring — is grounded in our own independent research. Our conclusions drive our recommendations, not the other way around.
02
Cross-border
Every report we publish is available in English and Chinese. Every market view we form accounts for how the same asset is perceived differently across jurisdictions, regulators, and investor cultures.
03
Client-aligned
As a boutique without proprietary trading books or underwriting conflicts, our advisory mandates and fund mandates are structured purely around client outcomes. We hold ourselves to institutional standards — JP Morgan, CICC, Goldman Sachs — with the flexibility a boutique can provide.
The team

Research-led, partnership-driven

Chuck Guo (郭超), Lead Analyst
Chuck Guo（郭超）
Lead Analyst & Managing Partner
Leads all research and client advisory at Charles & Kwok. Covers cross-border equity, multi-asset strategy, and digital assets. Extensive experience in institutional research across Asian and global markets.
Multi-asset Equity Digital assets Cross-border
CK
Research Team
Analysts & Associates
Our research team draws on analysts with backgrounds spanning sell-side equity research, macro strategy, and quantitative portfolio management across Hong Kong, London, and New York.
Fixed income Commodities Quant
AM
Advisory & Client Relations
Institutional & Private Client Coverage
Our client-facing team manages relationships with institutional investors, family offices, and qualified private clients across Asia, Europe, and the Americas.
Institutional Family office Fund advisory
Contributing analysts

Research backed by global expertise

Selected reports are co-authored with or reviewed by senior analysts at leading international institutions, providing additional depth on specialised sector themes.

CJ Muse
Cantor Fitzgerald
Senior Semiconductor Analyst
Tim Savageaux
Northland Capital
Optical Networking & Components
Karl Ackerman
BNP Paribas
Semiconductor Equipment & Materials
Dr. Adrian Ash
BullionVault
Director of Research

Coverage across
six asset classes

Our research spans the full spectrum of cross-border investment: from semiconductors and AI infrastructure to gold, bitcoin, and structured cross-border fund vehicles.

Equities Fixed income Gold & commodities Digital assets Multi-asset Cross-border funds

Work with us

For research enquiries, advisory mandates, or fund information, contact the Charles & Kwok team directly. We serve institutional investors, family offices, and qualified private clients globally.

Get in touch →