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Profile
About Caproasia
Caproasia is a financial information technology company with a focus on research and development. Founded in 2014, the co. have 3 core businesses in Digital Media, Technology and Intelligence. Caproasia Series is exclusively developed for financial professionals.
Visit corp.caproasia.com for more information.
Caproasia.com:
Caproasia.com is a leading source of information, data, research and resource for financial professionals in Asia. Collectively, they manage more than $20 Trillion assets in Asia in Private Banking, Wealth Management, Multi-Family Office, Family Office, Fund Management, Asset Management, Insurance, Private Equity and Hedge Funds.
More than 14,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, Indonesia, India, China, United Kingdom and United States visit caproasia.com every month.
Visit: www.caproasia.com
Caproasia Series:
Caproasia Series is exclusively developed for financial professionals who manage assets or advise clients. It gives the advantage to financial professionals in Asia.
- Caproasia.com
- Caproasia Access
- Caproasia Passport
- Caproasia Professional
- Caproasia Institute
- Caproasia TV
- Jobs Center
- Research Center
To learn more, please contact your regional representative.
Caproasia Community Program
Caproasia Community Program is developed for financial professionals in Asia who manage assets and advise clients. The Community provides opportunities to share, exchange, learn and grow among members.
Caproasia Community Program brings together driven financial professionals in Asia in making a real difference in the financial industry and to clients.
Caproasia Passport
Caproasia Passport is an exclusive Passport for financial professionals, providing leading financial professionals with unrivalled access in Asia and the world.
Caproasia Professional
Caproasia Professional is an intelligence application for financial professionals who advise institutions, billionaires, UHNWs, HNWs.
Caproasia Access
Caproasia Access provides a singular access to information, data, products, solutions, services and network. Caproasia Access provides financial professionals the advantage to manage assets and advise clients in Asia.
- Academics
- Standard
- Professional
- Professional +
- Enterprise
Caproasia Institute
Caproasia Institute is a Research & Development Institute. Caproasia Institute conducts classified research & development for the global financial industry, economy and society.
Caproasia TV
Caproasia TV is a multimedia production for financial professionals. Inspiring financial professionals in Asia.
Research Center
Research Center is a powerful research engine for institutions, foundations, asset managers, family offices, private banks, private equity, hedge funds.
Jobs Center
Jobs Center is a dedicated jobs portal for financial professionals.
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Timeline
2018 Goals
In Q1 2018 – Organise as a company
In Q2 2018 – Operationalise, acquire user & revenue
In 2018 – Operate products and achieve revenue targetPhase II Goals (2018 – 2020)
Be the market leader #1 in data & research for financial industry & professionals in Asia
Be the #1 firm for financial professionals to think & use in Asia
Be the #1 information & research firm to join for financial professionalsCaproasia Roadmap
Phase I – R&D (2015-17)
Phase II – Business & Development (2018-2020)
Phase III – Expansion (2021-2030) -
User
- Banking
- Private Banking
- Private Wealth Management
- Independent Financial Advisory
- External Asset Management
- Multi-Family Office
- Family Office
- Boutique Advisory
- Fund Management
- Asset Management
- Reinsurance
- Insurance
- Investment Banking
- Private Equity
- Hedge Funds
Industry:
Banking, Private Banking, Private Wealth Management, External Asset Management, Multi-Family Office, Single Family Office, Boutique Advisory, Independent FA, Insurance, Fund Management, Asset Management, Investment Banking, Private Equity, Hedge Funds, Brokerage and more
Job Titles
Private Bankers, Private Wealth Managers, Priority Bankers, Personal Bankers, Relationship Managers, Financial Advisors, Wealth Managers, External Asset Managers, Family Office Advisors, Investment Advisors, Treasury Specialists, Insurance Specialists, Wealth Specialists, Estate Specialists, Analysts, Portfolio Managers, Fund Managers, Hedge Fund Managers, Investment Bankers, Private Equity Specialists, Chief Investment Officers, Chief Economists, Team Leaders, Desk Heads, Market Heads, Product Heads, Head of Wealth and more … …
Industry: Banking, Private Banking, Private Wealth Management, External Asset Management, Multi-Family Office, Single Family Office, Boutique Advisory, Independent FA, Insurance, Fund Management, Asset Management, Investment Banking, Private Equity, Hedge Funds, Brokerage and more
Job Titles: Private Bankers, Private Wealth Managers, Priority Bankers, Personal Bankers, Relationship Managers, Financial Advisors, Wealth Managers, External Asset Managers, Family Office Advisors, Investment Advisors, Treasury Specialists, Insurance Specialists, Wealth Specialists, Estate Specialists, Analysts, Portfolio Managers, Fund Managers, Hedge Fund Managers, Investment Bankers, Private Equity Specialists, Chief Investment Officers, Chief Economists, Team Leaders, Desk Heads, Market Heads, Product Heads, Head of Wealth and more … …
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Partnerships
2018 Global Partnerships (28)
Financial professionals who manage assets and advise clients.
- Assets | $20 million to $3 billion
- Clients | Institutions, Billionaires, UHNWs, HNWs
Type
- Financial
- Investments
- Asset Management
- Wealth Management
- Private Wealth
- Private Banking
- Family Office
- Private Equity
- Hedge Funds
- Citizenships
- Private Markets Investment Forum Arizona, United States – January
- Asia Financial Forum, Hong Kong – January
- Bancassurance Masterclass, Singapore – January
- Investment Management Masterclass, Singapore – January
- European Family Office Winter Symposium London, United Kingdom – February
- Family Office Winter Forum New York, United States – March
- World Bank – Singapore Infrastructure Finance Summit – Financial Times, Singapore – April
- Annual Hedge Fund China, Shanghai – April
- Asia Pacific Annual Wealth Management & Private Banking Asia and sub-forum “Asian Family Office Forum”, Hong Kong – May
- Global Asset Allocation Focus, Shanghai – May
- Annual Real Estate Equity Investment & REITs, Shanghai – May
- The 3rd Cyprus Citizenship & Residency by Real Estate Investment Summit, Cyprus – May
- Enroute Private Capital Meeting, Singapore – June
- CapitalCon, New York – June
- Global Migration & Overseas Wealth Management, Singapore – June
- Next ETF, Shanghai – June
- 2nd Private Wealth Management Summit, Mumbai 2018
- AVCJ USA Forum, New York — July
- AVCJ Forum, Singapore — July
- Family Office & Private Wealth Management Forum, United States – July
- Family Office Deal Flow Summit, London – July
- Family Office Deal Flow Summit, Chicago – August
- Family Office Real Estate Summit, New York – September
- South-east Asian Private Equity Conference, Singapore – October
- Family Office Deal Flow Summit, New York – October
- Investment Immigration Summit East Asia, Hong Kong – October
- Asia Pacific Wealth Management & Private Banking 2018 and sub-forum “Global Asset allocation Forum”, Shanghai – December
- Family Office Super Summit, Miami – December
Selected Previous Partnerships: Financial Times, Morningstar, efinancialcareers
Global Cities (17)
Asia-Pacific
Shanghai, Jiangyin, Beijing, Macau, Hong Kong, Singapore, Mumbai, Bangkok, Kuala Lumpur, Bali, Sydney
America & Europe
London, Cyprus, New York, Chicago, Napa (California), Miami
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Product Images
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Editorial
2018 Media Conference, Event & Press Briefs
Every year, Caproasia actively participates in media events organised or invited by financial institutions or media enterprise. Our primary goals are to:
- Identify relevant topics & content for our target audience
- Produce factual, non-opinionated and un-bias editorial coverage
- Maintain healthy relationships with international media & press community
- Maintain high quality press courtesy and manner
- Maintain high quality professional image for Caproasia
Editorial
As a representing editor of Caproasia, you will have to quickly learn what it takes to be an editor and a financial editor. As a financial editor, it is a highly valued role requiring not only in-depth understanding of the industry, but also on a regional and global perspective. Words like big or small bears no significance in finance, unless facts and figures are comprehensively represented.
Press Brief:
Pre-reading:
- What is the event about?
- Who are attending?
- What is t?
- How does it work?
About Caproasia.com
Who are we?
Caproasia.com is a leading source of information, data, research and resource for financial professionals in Asia. Collectively, they manage more than $20 Trillion assets in Asia in Private Banking, Wealth Management, Multi-Family Office, Family Office, Fund Management, Asset Management, Insurance, Private Equity and Hedge Funds.
More than 14,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, Indonesia, India, China, United Kingdom and United States visit caproasia.com every month.
Visit: www.caproasia.com
How do you introduce yourself?
Andre Khan, The Editor for Caproasia.
Who are our audience?
Private Bankers, Investment Advisors, Portfolio Managers, Wealth Managers etc
What do they do in general?
They manage money or advise clients for either individuals or institutions. They are in Private Banking, Family Office, Private Equity, Fund Management, Asset Management etc
Notes:
Most financial professionals , especially wealth & investment professionals, do not talk to media (journalists / editors).
Why?
- There is no reason to talk to media
- There is no benefit of talking to media
- The media will not understand their work
- Their work is finance and most people do not understand
- If their work is important, their work is likely confidential
Why are we invited?
To bring profile to the event
- To bring media coverage to the event / product
- To simplify some content for our target audience
- To promote profile of selected people (usually their senior management or specialist)
- To maintain media coverage of their branding
Recommended Reads:
- http://www.caproasia.com/2017/02/10/should-you-be-a-wealth-or-investment-professional/
- http://www.caproasia.com/2017/01/20/15-popular-sectors-for-wealth-and-investment-professionals/
- http://www.caproasia.com/2016/01/25/list-of-important-asset-classes/
Useful Lists:
- http://www.caproasia.com/2015/12/12/list-of-financial-news-agency/
- http://www.caproasia.com/2015/10/15/list-of-boutique-private-banks/
- http://www.caproasia.com/2015/10/15/list-of-international-private-banks-in-singapore/
- http://www.caproasia.com/2015/10/15/list-of-regional-private-banks-in-singapore/
- http://www.caproasia.com/2015/08/22/35-leading-fund-management-firms-in-singapore/
- http://www.caproasia.com/2015/07/25/10-important-global-financial-framework-to-know/
- http://www.caproasia.com/2015/07/23/7-top-global-accreditation-in-wealth-management/
- http://www.caproasia.com/2015/07/21/10-leading-insurance-co-in-singapore/
- http://www.caproasia.com/2015/07/10/14-retail-banks-wealth-managers-can-join-in-singapore/
- http://www.caproasia.com/2015/07/06/5-important-interbank-rates-to-watch/
- http://www.caproasia.com/2017/02/24/2016-top-10-most-influential-central-banks-in-the-world/
Job Titles:
- Relationship Manager, Financial Advisor
- Personal Banker, Personal Financial Consultant
- Priority Banker, Premier Banker
- Private Banker, Client Advisor
- Investment Advisor, Investment Consultant
- Treasury Specialist, Treasury Advisor
- Insurance Specialist, Bancassurance Specialist
- Estate Specialist, Wealth Structurer
- Assistant Private Banker, Service Relationship Manager
- Team Leader, Desk Head, Head of Product, Head of Wealth
- Dealer, Trader
- Analyst (Equity, Fixed Income, FX, Treasury, Commodity, Real Estate)
- Chief Economist, Chief Strategist, Chief Investment Officer
- Portfolio Manager, Fund Manager
Industry Coverage:
- Private Banking
- Private Wealth Management
- Family Office
- Fund Management
- Asset Management
- Insurance
- Independent Financial Advisory
- Hedge Funds
- Brokerage
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Confidentiality Agreement
Confidentiality Agreement – Information Sensitivity, Confidentiality and Data Protection
Memo – Information & Data 1.4.18
This document outlines the key matters on handling information and data in the company. It is important to know that your action may lead to unintended consequences that may result in severe consequences for the company or yourself.
I. Information Sensitivity
As a financial information technology company, we provide information that may be used and relied on by financial professionals across multiple jurisdiction. It is our responsibility to provide factual, verified and credible information to financial professionals. Our work has potential impact on the financial market, economy and society, and may in situations, be beneficial to a selected group, community, institution or country, while adverse to another. It is important to be vigilant at all times, when representing the company or subsidiaries, in all areas of work, including casual emails or conversation.
Example:
Moody’s Granted Case to HK Final Court of Appeal for SFC HK$11 Million Fine for Unfair Reporting
Hong Kong Court of Final Appeal has granted leave to Moody’s Investors Service HK (Moody’s) to take it’s disciplinary case to the Court of Final Appeal. Moody’s is facing an HK$11 million fine (US$1.41 million) for unfair reporting in its report titled “Red Flags for Emerging-Market Companies: A Focus on China” published on 11th July 2011.
Moody’s report caused more than half of the covered HK-listed companies to drop between 5% to 16.8% the following day. The credit rating agencies listed red flags (negative) assigned to 6 companies in the report, providing leading actions (red flags ~ triggering sell decisions), despite assessment by Moody’s analysts showing no significant correlations between the red flags and companies’ credit risk.
II. Confidentiality
Unless otherwise stated, all works from the company are confidential, and shall not be divulged to any parties other than the authorised personnels in the company, or specified clients or prospects or institutions that may have a direct or indirect, existing or potential commercial relationship with us.
III. Data Protection
All information of individuals or companies are protected in our company, and assessed on a need to basis. Across jurisdictions, breaches may result in heavy fines, civil or criminal proceedings.
- I understand and I acknowledge the sensitivity of handling sensitive information, keeping information confidential and protecting data of individuals and companies.
- I will ensure that I upkeep best practices and comply with company policies, and when in doubt, to ask or otherwise, take appropriate actions that will not infringe any laws or to put the company at risk.
- I agree that I am willing to undertake work that may put myself in a situation of breaching above I, II and III.
- This is an interim memo, to ensure all designated staffs understand the importance of our work, severity of negligence or misjudgement, till the company implement a more complete guideline and policy.
