We provide an innovative, integrated and comprehensive range of wealth management services in Shanghai.

A Fiduciary Approach to Wealth Management in Shanghai

Filippo Stipo Capital Management, is a wealth management firm in Shanghai. We provide disciplined investment management services designed to help clients achieve their long-term financial goals with confidence. As a fiduciary and SEC-registered investment advisor, we put your best interests first—always.

Customized Portfolio Strategies for Your Goals

Our investment philosophy is grounded in diversification, risk management, and a clear alignment with your personal objectives. Whether your goal is building wealth, preserving capital, or generating income, we create a customized portfolio management strategy that reflects your unique circumstances, time horizon, and risk tolerance.

Disciplined Wealth Management and Diversification

We follow a structured process that begins with a deep understanding of your financial situation. From there, we design an asset allocation strategy that balances growth opportunities with prudent risk controls. Portfolios are continuously monitored, rebalanced when necessary, and adjusted as market conditions evolve.

Ongoing Monitoring and Transparent Reporting

Transparency is central to our approach. We clearly explain the rationale behind every investment decision and provide regular performance reporting, so you always know how your portfolio is progressing. Unlike brokers who may be incentivized by commissions, our role as a fiduciary ensures that recommendations are based solely on what we believe is best for you.