Boutique Investment Research & Advisory

Where capital
crosses borders.

Independent research and advisory for global institutional investors. We cover cross-border equity, multi-asset strategy, and digital assets — in English and Chinese.

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Markets
S&P 5005,303+0.4%
Nasdaq16,742+0.6%
Gold$3,310+0.2%
BTC$108,400−1.1%
USD/CNY7.25−0.1%
10Y UST4.42%+3bp
01
Research
Institutional multi-asset reports in English & Chinese
02
Fund management
Cross-border fund structures & managed accounts
Active
03
Investment advisory
Bespoke cross-border investment & financial advisory
04
Client access
Institutional & qualified private enquiries welcome
Hong Kong financial district at dusk
About the firm

Deep expertise.
Global perspective.

Charles & Kwok is an independent research and advisory firm bridging Asian and global capital markets. Our work combines rigorous quantitative analysis with on-the-ground regional insight.

We advise institutional investors, family offices, and qualified private clients on cross-border investment strategy, fund structures, and multi-asset allocation across equities, fixed income, digital assets, and commodities.

Meet the team →
CG
Chuck Guo(郭超)
Lead Analyst & Managing Partner
Latest research
All reports →
01
Optical Modules: A Deep Comparison of US and China Capital Market Pricing Logic
May 2026 · Chuck Guo · 12 pages
Equity EN 中文
02
After the Compute Glut: The Trillion-Dollar Restructuring of AI Interconnect Systems
May 2026 · Chuck Guo · 15 pages
Technology EN 中文
03
Semiconductors & Optical Modules: The First Productivity Revolution in 40 Years
May 2026 · Chuck Guo · 15 pages
Equity EN 中文
04
Gold and Bitcoin: Correlation Dynamics and Portfolio Allocation Strategy
Mar 2026 · Chuck Guo · 13 pages
Multi-asset EN 中文
US financial markets trading screens
Coverage snapshot
4
Reports published in 2026
6
Asset classes covered
EN/中
Dual-language editions
Global
Institutional client base
Browse research →