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2024 / 2025 Summits in Hong Kong & Singapore
Institutional Investor Summit / Roundtable - March / Oct / Nov
Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
Family Office Summit - April / Oct / Nov
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This site is for accredited investors, professional investors, investment managers and financial professionals only.
You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
5 Types of Financial Institution to Join as a Wealth Manager
1. Banks
The banking industry in Singapore takes in more than one thousand new wealth managers every year. There are 14 retail banks in Singapore and most banks offer a 1 or 2 months wealth management program. There are another 47 leading private banks in Singapore.
In 2015, there are more than 7,000 wealth managers and 15,000 investment professionals in the banking industry.
The 2024 Investment Day
17th Oct Hong Kong | 7th Nov Singapore
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place on 17th Oct 2024 in Hong Kong, 7th Nov 2024 in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
The 2024 Family Office Summit17th Oct Hong Kong St Regis | 7th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here
2024/2025 Institutional Investor Summit / Roundtable
March / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Senior investment team from Sovereign Wealth Funds, Pension Funds, Endowments, Foundations & Charities in Hong Kong, Singapore & Asia-Pacific at the 2024 Institutional Investor Summit / Roundtable. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
Focus: The banks offer a wide range of wealth management solutions such as banking, investments, insurance, asset mangement and estate planning services.
Some Job Titles: Personal Banker, Personal Financial Consultant, Personal Wealth Manager, Priority Banker, Private Bankers, Client Advisors, Investment Advisor, Treasury Advisor, Insurance Specialist
Some Banks: DBS Bank, OCBC Bank, Standard Chartered Bank, Citibank & HSBC.
The insurance industry is the earliest available option for wealth management with products such as life insurance and endowment (savings) policies. Today, the industry has evolved to meet the diverse needs and a more affluent population. There are more than 14,000 life insurance agents and 10 large insurance companies in Singapore.
Focus: The insurance companies focus on risk management products such as life and general insurance. Popular products include whole life policies, endowment, investment linked policies, accident insurance, travel insurance & car insurance.
Some Job Titles: Insurance Agent, Financial Planner, Wealth Manager
Some Insurance Companies: AIA, Prudential, AXA, Aviva & Great Eastern Life. Find the full list here.
3. Independent Financial Advisory Co.
Independent Financal Advisory Companies provide a wide range of financial services such as insurance, investment, estate & tax planning services. Being independent, the companies are not restricted to a single brand of financial services provider. There are about 2,500 financial advisors with 5 large advisory firms in Singapore.
Focus: The firms focus on financal plannning with insurance, investments, estate and tax products and services.
Some Job Titles: Financial Planner, Wealth Manager, Investment Consultant
Some Independent Advisory Firms: PIAS, IPP, Providend, Finexis & iFast
4. Stock Brokerage
The stock brokering industry provides buy and sell services for securities listed on the stock exchange. As wealth management services grew in Singapore, some brokerages have evolved from a traditional stocks trading provider to providing a more diverse range of products including bonds, insurance and unit trusts. There are 9 bigger stock brokerages in Singapore.
In focus: The primary focus is to buy and sell stocks in active markets such as Singapore, Hong Kong and United States.
Some Stock Brokerages: DBS Vickers, OCBC Securities, UOB Kay Hian & Phillip Securities
5. Fund Management Co.
The fund management industry provides investments & portfolio management services. Most fund management based the operations in Singapore as Singapore is a leading financial center with easy access to regional and Asian wealth. There are 35 leading fund management firms based in Singapore.
In Focus: Fund Managers invest into the global financial markets in traditional asset classes such as money market, bonds, equities, commodities, real estate and gold. There are also alternative investments such as hedge funds with strategies in global macro, distressed arbritrage and long/short.
Some Job Titles: Portfolio Manager, Fund Manager, Investment Analyst
Some Fund Management Firms:: Schroders, Fidelity, First State, Aberdeeen and Lion Capital
Source: Caproasia Intel
Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.
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2024 Upcoming Events
> The 2024 Family Office Summit Hong Kong (St Regis) – 17th Oct
> The 2024 Family Office Summit Singapore (Amara Sanctuary Resort) – 7th Nov
> The 2024 Investment Day Hong Kong – 17th Oct
> The 2024 Investment Day Singapore – 7th Nov
Join The 2024 Family Office Summit in Hong Kong on 17th Oct at St Regis or Singapore 7th Nov at Amara Sanctuary Resort (9 to 345 pm).Join 5 billionaire family offices, and 60% of family offices with more than $300 million AUM. Limited complimentary passes available for SFOs & pure MFOs. Links:2024 Family Office Summit | Register here
2024/2025 Summits Hong Kong & Singapore
> The Investment / Alternatives Summit – March / Oct
> The Institutional Investor Summit & Roundtable – March / Oct
> The Family Office Summit – April / Oct / Nov
> The Private Wealth Summit – March / Oct
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024