Navigating Your
Financial Future

Strategic Wealth Management for Lasting Prosperity.

Explore Our Services

Our Services

Wealth Management

Holistic financial planning, investment strategy, and risk management for your long-term well-being.

Retirement Planning

Actionable strategies to ensure your financial independence and a lifestyle you deserve in retirement.

Portfolio Management

Active management grounded in rigorous research to optimize returns while managing risk.

Estate & Legacy Planning

Structuring a comprehensive plan that preserves your wealth and legacy for future generations.

Risk Management

Protecting your capital by identifying potential risks and implementing strategies to mitigate them.

Institutional Consulting

Specialized services for endowments, foundations, and corporate retirement plans.

Team collaborating on a project

Our Core Values

At the heart of KTL Capital Group lies a set of unwavering core values that define our identity. Our primary value is an uncompromising commitment to Integrity. We believe that trust is the most valuable asset, earned through transparency and placing our clients' interests above all else.

Our second cornerstone is a relentless pursuit of Excellence. We are committed to continuous learning and adapting our strategies to stay ahead of market trends, providing our clients with the most informed and effective solutions available.

Partnership is the third pillar. We view our clients not as accounts, but as long-term partners, investing time to build meaningful relationships based on open communication and mutual respect.

Vintage photo of a business meeting

Our Past

KTL Capital Group was founded by Kenji Tanaka, Thomas Lawson, and Li Zhang, who were united by a shared frustration with the industry's shift towards impersonal, product-driven sales models. They envisioned a firm where sophisticated strategies could be delivered with the personalized touch of a trusted advisor.

The 2008 financial crisis was a defining moment for our firm. Our disciplined risk management framework helped our clients weather the storm far better than the broader market. The trust we solidified during this tumultuous time became the bedrock upon which we built our future growth.

Looking back, our history is one of steady, deliberate progress built on a foundation of trust and performance. It is a story of navigating complex market cycles with a steady hand and an unwavering commitment to our founding principles.

Abstract image of data and technology

Our Future

While we are proud of our history, our focus is firmly on the future. The world of finance is being reshaped by powerful forces, and our vision is to anticipate these changes, harnessing innovation to provide our clients with a distinct advantage.

A key pillar of our future is the deeper integration of technology and data science. We are investing in advanced analytical tools and artificial intelligence to enhance our research capabilities, combining the best of machine intelligence with the wisdom of human judgment.

Ultimately, our vision for the future is a continuation of our founding promise: to serve as our clients' most trusted advisor. The tools and markets will evolve, but our commitment to integrity, excellence, and a client-first philosophy will remain constant.

Market Insights

The Shifting Landscape of Global Supply Chains

The post-pandemic era has accelerated a fundamental re-evaluation of global supply chains, with a paradigm shift from 'just-in-time' to 'just-in-case' logistics.

Navigating Interest Rate Volatility

With central banks globally grappling with inflation, the path for interest rates remains uncertain, creating a challenging but navigable environment for fixed-income investors.

The Rise of Alternative Investments

Traditional portfolio construction has faced challenges, accelerating the trend of incorporating alternatives like private equity and real estate for true diversification.

Artificial Intelligence: Hype vs. Reality

While the potential of AI is undeniable, investors must approach the sector with a discerning eye, separating speculative hype from tangible, long-term value creation.

A diverse team working together in a modern office

Join Our Team

A career at KTL Capital Group is an opportunity to be part of a dynamic, collaborative, and client-focused firm that operates at the intersection of finance and innovation. We believe that our people are our greatest asset, and we are deeply committed to fostering an intellectually stimulating and inclusive environment where top talent can thrive and build a meaningful career.

We seek individuals who are not only technically proficient but who also share our core values of integrity, excellence, and partnership. Our culture encourages curiosity, rewards analytical rigor, and supports continuous professional development. You will have the opportunity to work alongside seasoned professionals, contribute to meaningful client outcomes, and help shape the future of our firm.

We are always looking for exceptional individuals to join our team across various functions, including Wealth Advisory, Investment Research, Portfolio Management, and Client Services. If you are a motivated, results-oriented professional who is passionate about financial markets and dedicated to delivering unparalleled client success, we would be delighted to hear from you.

Submit Your Application

Get in Touch

Email (please clearly state the region in the email)

contact@ktlcapital.com

Main Office

123 Financial Plaza, Suite 1500
New York, NY 10001

Euro Office

124 Rue Réaumur, 75002 Paris, France

Euro Office

124 Rue Réaumur, 75002 Paris, France

China Office

989 Changle Rd, Xuhui District, Shanghai, China, 200031

Hong Kong Office

GF, 125 Queen's Rd W, Sheung Wan, Hong Kong