Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more
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 $3 billion.
5 Types of Financial Institution to Join as a Wealth Manager
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 | 28/2 HK & 6/3 SG
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 28th February 2024 in Hong Kong, 6th March 2024 in Singapore.
Visit | Register here
The 2024 Family Office Summit20th March / 3rd April HK & 3rd / 10th April SG
Join 100+ single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | 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.
Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more. List hard-to-find financial & private wealth services.
Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on Caproasia.com or join Investments, Private Wealth, Family Office events. Contact us at [email protected] or [email protected]Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?
Caproasia.com is the leading financial media platform in Asia. Covering capital markets, investments and private wealth in Asia for 10,000 + elite users. Driving $25 trillion of assets in Asia.
Our users are rainmakers, dealmakers, risk takers and game-changers. Each manage, advise and invest $20 million to $3 billion of assets in Asia.