Home Authors Posts by Caproasia


Caproasia.com covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia

A Fun Day in Wealth Management Sales

No. 1 - Introducing Products In Retail Banking Typical Retail Wealth Management Products: Insurance-Linked Products Unit Trusts Structured Products Customer: I don’t like Insurance and I...

Famous Birthday in August

Famous Birthday in August George Soros Birthdate: 12th August 1930 Chairman of Soros Fund Management Famous for: "The Man who broke the Bank of England."  He shorted US$10 billion...

8 Important Global Financial Frameworks to Know

Basel III Basel III is an international regulatory framework for Banks. It was established after the Lehman Brothers collapse in 2008 which resulted in a...

6 Legislations for Wealth Managers in Singapore to know

Banking Act Chapter 19 Original Enactment: Act 41 of 1970 An Act to provide for the licensing and regulation of the business of banks and related financial...

7 Top Global Accreditations for Wealth Management

CFA Chartered Financial Analyst Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives Awarded by: CFA Institute Origin: United States Members: 120,000 (2014) To be awarded the CFA charter, the candidate...

Top 30 Investment Abbreviations

Top 30 Investments Abbreviations Do you know all these Investments Abbreviations? WTI stands for west texas intermediate Popular 1 IPO Initial Public Offering 2 FX Foreign Exchange 3 REIT Real Estate Investment Trust 4 ETF Exchange Traded Funds 5 UT Unit Trust 6 USD United...

10 Leading Insurance Companies in Singapore

AIA Founded: 1919 Origin: Shanghai, China   Website: www.aia.com.sg Prudential Founded: 1848 Origin: London, United Kingdom   Website: www.prudential.com.sg AXA Founded: 1816 Origin: France   Website: www.axa.com.sg Aviva Founded: 2000 (Merger of Norwich Union & CGU) Origin: London, United Kingdom   Website: www.aviva.com.sg Great Eastern Life Founded: 1908 Origin: Singapore   Website: www.greateasternlife.com Manulife Founded: 1887 Origin: Canada   Website: www.manulife.com.sg NTUC Income Founded: 1970 Origin: Singapore   Website: www.income.com.sg HSBC Insurance Founded: 1865 Origin: Hong Kong   Website: www.insurance.hsbc.com.sg Tokio Marine Founded: 1879 Origin: Tokyo, Japan   Website: www.tokiomarine.com/sg Zurich International Founded: 1872 Origin: Zurich, Switzerland   Website: www.zurich.com.sg   Find the full financial...

10 Popular Job Titles in Wealth Management

Personal Banker A Personal Banker provides financial advice in a bank.  He/She is a junior wealth manager providing financial services to retail customers. Expertise: Banking, Wealth Management, Investments,...

Top 30 Abbreviations in Wealth Management

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...

9 Important Personal Titles to Note

Dr. Dr is a Personal Title most people know, especially when we fall sick.  The title Doctor originates from a Latin word meaning “to teach”. A...