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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 $30 billion.
Top 30 Abbreviations in Wealth Management
Do you know all these abbreviations in Wealth Management?
IC is not Identify Card. IC is Investment Counsellor
Wealth Management
1
WM
Wealth Management
2
AM
Asset Management
3
AUM
Assets Under Management
4
HNWI
High Net Worth Individual
5
UHNWI
Ultra High Net Worth Individual
Products
7
ETF
Exchanged Traded Funds
8
UT
Unit Trust
9
ILP
Investment-Linked Policy
10
ELN
Equity-Linked Note
11
CLN
Currency-Linked Note or Credit-Linked Note
12
SP
Single Premium
13
RP
Regular Premium
14
FX
Foreign Exchange
Job Titles
15
PB
Personal Banker, Priority Banker, Premier Banker, Private Banker
16
RM
Relationship Manager
17
IA
Investment Advisor
18
IC
Investment Counsellor
19
TA
Treasury Advisor
20
IAM
Independent Asset Manager
21
EAM
External Asset Manager
Accreditation
22
CFA
Chartered Financial Analyst
23
CAIA
Chartered Alternative Investment Analyst
24
CFP
Certified Financial Planner
Jargons
25
KYC
Know-Your-Customer
26
IRP
Investment Risk Profiling
27
AML
Anti-Money Laundering
Market
28
IPO
Initial Public Offering
29
OTC
Over-the-Counter
30
M&A
Merger & Acquisitions
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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How do you manage $20 million to $30 billion assets? Where do you invest? What are the risks?
Managing $20 million to $30 billion assets
Driving your future in Asia, Hong Kong & Singapore. Join 10,000+ investment professionals, financial advisors, investment bankers, private bankers, wealth managers, fund managers, private equity, venture capital, hedge funds, institutional investors, professional investors, family offices, CEOs, leaders & entrepreneurs.
Caproasia users typically manage $20 million to $30 billion of assets, invest $3 million to $300 million, or advise institutions, billionaires, UHNWs & HNWs. For the rainmakers, dealmakers, game-changers & risk-takers.
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Driving your future in Asia | $28 trillion assets
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