Investment Banker | The leading source of data, research, information & resource for investment managers, professional investors, UHNW & HNW investors, and 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.

50 Questions to Start the Year

Every start of the year is exciting.  New beginning, better approach, better results.  But how do you start?

Read More:

We look at 50 questions you can ask yourself to get the year going.

Ads & Announcements

The 2023 Investment Day | HK & SG - Visit & Register here
Where do you invest $250k, $1 million, $10 million, $100 million or $1 billion? Can you generate IRR of 10% / 15% / 20% or more? Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 28th March 2023 in Hong Kong, 4th April 2023 in Singapore, and Virtual Investment Day in April 2023.

Managing Your Clients

#1 How many clients do you want to manage this year?

#2 How many clients can you cope effectively?

#3 Do you have a client segmentation strategy?

#4 How would you be reviewing your client’s account?

#5 How many times would you be calling / meeting them for the year?

#6 Will any of your clients have a large payout or windfall?

#7 Would there be potential exits?

#8 How much time would you be spending on finding new clients?

#9 How would you be finding new clients?

#10 Do you have a referral network?

#11 Are you growing your referral network?


Advising Clients

Private Banker calling Investment Banker

#12 Have you identified clear advisory strategies for your clients?

#13 What is your most valuable advisory strategy?

#14 Which clients are more suitable for holistic planning?

#15 Which clients would prefer product recommendations?

#16 Which clients are price sensitive?

#17 Which clients rely on peer comparison?

#18 Which clients constantly exhibit buyers’ remorse behaviour?



Relationship Manager

#19 Do you have a revenue & sales strategy?

#20 Should you focus on ad-hoc product sales or holistic product sales?

#21 Is your sales strategy sustainable?

#22 Do you have a plan to optimise your income & commissions?

#23 What are the biggest challenges for you in sales this year?

#24 Do you have a different sales strategy?



Portfolio Allocation

#25 Which financial products & brands issuers needs to be reviewed?

#26 Will there be any changes to product agreements?

#27 Are there any fee changes?

#28 Are there better financial products or brands?

#29 Do you have new tools to help you monitor and measure the products’ outcome?



#30 Do you have plans to maintain quality relationship with clients?

#31 Do you remember their birthdays?

#32 Would you be doing something for their birthdays?

#33 Is there any key holidays or events you should take note of?



#34 Are there any outstanding documentations for clients?

#35 Are there any new documentation for clients?

#36 Do you have a master listing or backup listing of your clients?



Bank of China in Shanghai / Caproasia Online

#37 Will there by any major changes in the industry?

#38 Are there any new trends, products and regulations?



#39 Will there be fierce competition in any area this year?

#40 What is your firm’s competitive advantage?

#41 What is your personal competitive advantage?



#42 Will you be learning a new product or topic?

#43 Will you be singing up for a course / examination to attend?


Systemic Risks


#44 Is your financial institution safe?

#45 Is your management team stable?

#46 Will there be major product or pricing changes?


Macro & Risks

#47 How will the global economy be like this year?

#48 Will the global financial market do well?

#49 Will your domestic economy and stock exchange do well?

#50 Will there be any major changes in regulations?


50 Questions for you to get started for the year.  Read More:


2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM

Register Below
Latest 2022 data & reports, insights & news
Every Saturday & Sunday 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

For Investors | Professionals | Executives

New to Caproasia?
Join 10,000 +
Learn More | Sign Up Today

For CEOs, Heads, Senior Management, Market Heads, Desk Heads, Financial Professionals, Investment Managers, Asset Managers, Fund Managers, Hedge Funds, Boutique Funds, Analysts, Advisors, Wealth Managers, Private Bankers, Family Offices, Investment Bankers, Private Equity, Institutional Investors, Professional Investors

Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.

Subscribe / Sign Up / Contact Us

    Mailing ListFree TrialSubscriptionMembershipEvents

    Professional InvestorPrivate WealthFamily OfficePrivate BankingWealth ManagementInvestmentsAlternativesPrivate MarketsCapital MarketsESG & SICEO & EntrepreneursTax, Legal & RisksHNW & UHNWs Insights

    Caproasia | Driving the future of Asia
    a financial information technology co.
    since 2014

    Web links may be disabled on mobile for security.
    Please click on desktop.

    Previous articleNew IAM Set Up in Hong Kong
    Next articleTop Headlines in the Last 7 Days (2nd – 8th Jan 2017) covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia