Caproasia Series

Manage Assets | Advise Clients

Exclusive for financial professionals

Caproasia Series

 

Developed exclusively for financial professionals in Asia who manage assets and advise clients.  Find information, data, services, advice, products, solutions, events, network, jobs and more … …

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Caproasia Community Program

 

Developed for financial professionals in Asia who manage assets and advise clients.  The Community provides opportunities to share, exchange, learn and grow among members.

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Caproasia Access

 

Singular access to information, data, products, solutions, services and network. 

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Caproasia Passport

 

Exclusive Passport for financial professionals with unrivalled access in Asia and the world.

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Caproasia.com

 

Leading source of information, data, research and resource. Visit caproasia.com

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Caproasia Professional

 

Intelligence for financial professionals who advise institutions, billionaires, UHNWs, HNWs.

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Jobs Center

 

Dedicated jobs portal for wealth & investment professionals.

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Research Center

 

For institutions, foundations, asset managers, family offices, private banks, private equity, hedge funds.

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Caproasia TV

 

Inspiring financial professionals in Asia. Coming soon in 2019

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Caproasia Institute

 

Classified research & development for global financial industry, economy and society.

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Caproasia Access Users

Manage Assets | Advise Clients

Singular Access for financial professionals

Recent Signups

Private Banker
Executive Director
Director
Senior Director
Relationship Manager
Investment Banker
Head of Corporate Banking

in

Private Banking
Banking
Asset Management
Investment Banking
Private Equity
Multi-Family Office
Corporate Banking
  • Users

    Caproasia Users

    Financial professionals who manage assets or advise clients.

  • They are in

    They are in 

    Banking, Private Banking, Private Wealth Management, External Asset Management, Multi-Family Office, Single Family Office, Boutique Advisory, Independent FA, Insurance, Fund Management, Asset Management, Investment Banking, Private Equity, Hedge Funds, Brokerage and more

  • They are

    They are 

    Private Bankers, Private Wealth Managers, Priority Bankers, Personal Bankers, Relationship Managers, Financial Advisors, Wealth Managers, External Asset Managers, Family Office Advisors, Investment Advisors, Treasury Specialists, Insurance Specialists, Wealth Specialists, Estate Specialists, Analysts, Portfolio Managers, Fund Managers, Hedge Fund Managers, Investment Bankers, Private Equity Specialists, Chief Investment Officers, Chief Economists, Team Leaders, Desk Heads, Market Heads, Product Heads, Head of Wealth and more … …

  • Caproasia Access

    Caproasia Access

    Caproasia Access provides a singular access to information, data, products, solutions, services and network.

    Caproasia Access provides financial professionals the advantage to manage assets and advise clients in Asia.  Learn more about The Caproasia Advantage.

    Gain Access

    • Academic
    • Standard
    • Professional
    • Professional +
    • Enterprise

    Learn More

    Sign Up

  • FAQ

    Popular FAQs

    Why Caproasia Access?
    Financial professionals are spending most of their time managing assets & advising clients.  They have little time to find high quality & credible information, data, products, solutions & services.   With Caproasia Access, financial professionals gain access to high quality & credible information, data, products, solutions & services.

    The Caproasia Advantage | Advantage for financial professionals

    Who are the users? Who sign up for Caproasia Access?
    Financial professionals who manage assets or advise clients.

    They are in Banking, Private Banking, Private Wealth Management, External Asset Management, Multi-Family Office, Single Family Office, Boutique Advisory, Independent FA, Insurance, Fund Management, Asset Management, Investment Banking, Private Equity, Hedge Funds, Brokerage and more

    They are Private Bankers, Private Wealth Managers, Priority Bankers, Personal Bankers, Relationship Managers, Financial Advisors, Wealth Managers, External Asset Managers, Family Office Advisors, Investment Advisors, Treasury Specialists, Insurance Specialists, Wealth Specialists, Estate Specialists, Analysts, Portfolio Managers, Fund Managers, Hedge Fund Managers, Investment Bankers, Private Equity Specialists, Chief Investment Officers, Chief Economists, Team Leaders, Desk Heads, Market Heads, Product Heads, Head of Wealth and more … …

    Can anyone sign up for Caproasia Access?

    No. Caproasia Access is only for financial professionals who directly or indirectly manage assets or advise clients.  Except for Professors & Students.

    Can I get my financial institution to sign up for everyone?
    No.  If all financial professionals gain access to the same product and information, you will no longer have a distinct advantage.  Access to Caproasia exclusive products typically have institutional & geographical limits.

    Can I sign up if I manage $120 million of my personal assets?
    If you are managing as an individual, you are not able to sign up.  Caproasia Access is only for financial professionals, as the solutions are built to help them to manage assets or advise clients.  However, if your assets are managed in a regulated investment vehicle or family office, you will be able to sign up for Caproasia Access.

    I am quitting the industry, can I still retain my access?
    Your access will remain for a period of 6 – 18 months, where our verification process will require you to update your particulars to determine your eligibility (if you are directly or indirectly managing assets or advising clients)

    Why is access exclusive to financial professionals?
    Managing assets & advising clients in the financial industry is a regulated activity in most countries.  Financial professionals carry a heavy economic & social responsibility.  Non-financial professionals are likely not able to interpret our solutions, or may mis-interpret our solutions.

    What is Caproasia Access?

    Caproasia Access is a singular access to information, data, products, solutions, services and network. Caproasia Access provides financial professionals the advantage to manage assets and advise clients in Asia.

    • Academics
    • Standard
    • Professional
    • Professional +
    • Enterprise

User Feedbacks

Private Bankers | Team Leaders | Investment Advisors | Investment Bankers

financial professionals in Asia
Private Banker

” I manage $280 million AUM.  I can’t be using Google in front of my clients.  Millions have access to Bloomberg and Reuters.  What should I use? “

Private Banker
Caproasia Access | Professional +

” Getting high quality deals is not easy.  The next big deal can come from anywhere.  How should I best spend my time?  Do I have the broad knowledge & skill sets to convince them I can do it? “

Boutique Advisor
Caproasia Access | Professional +

” Make no mistake.  The pressure to be-in-the-know is unimaginable.  I need all the information there is “

Chief Investment Officer
Caproasia Access | Professional +

” I got a job offer as a Personal Banker and Equity Analyst.  But what do I really want to do? “

Graduate Associate Program
Caproasia Access | Standard

” I am so excited about my future in the financial industry.  Fund Management, Wealth Management, Private Banking, Private Equity.  Dealing with equities, bonds, interest rates, IPO, credit … … but I am so fearful. “

Fresh Graduate
Caproasia Access | Academic

” Maybe a career in the financial industry is great.  Should I be managing investments or advising clients?  I am clueless & getting bad advice is the worst thing that can happen to me “

Student (Sophomore)
Caproasia Access | Academic

“ In the markets, the markets are a pure meritocracy. When we put a trade on the bond market, there’s no branding that goes on that trade! You’re right or you’re wrong. The markets are the ultimate meritocracy and if your organization isn’t a meritocracy, you’re just going to be fooling yourself or you’re going to bang your head into a wall “

~ Bob Prince co-CIO
Bridgewater Associates
World’s Largest Hedge Fund
$150 Billion AUM (2017 Q2)

The Caproasia Advantage

Advantage for Financial Professionals

Where is your advantage? | What is your advantage?

In the short-run,

  • Save Time
  • Save Money 
  • Increase Earnings
  • Decrease Risks

In the long-run

  • Gain Professional Advantage
  • Gain Professional Development
  • Gain Career Advantage
  • Gain Career Satisfaction

1. We create time for you

Time is the most valuable asset for financial professionals.  Moments and split seconds that can make or break the mega deal or career.  Time lost is never found.  Time spent wasting that you enjoy, is time well-spent.

How much time do you have?

2. We create opportunities for you

Opportunities are everywhere.  Not knowing what to do when opportunity arrives is the worst opportunity you are going to have.  Many financial professionals missed these opportunities to manage assets & advise clients.

Are you ready for the opportunities?

3. We create businesses for you

Financial professionals are always looking for new business opportunities.  Finding more clients, increasing AUM, driving returns, reducing risks.  All these to increase revenue, profits and ultimately, earnings or income.  Business partners & clients are looking for you too.

Are you ready to take on more businesses?

4. We create value for you

Financial professionals have no time to learn and understand future trends.  Often trained in one or two areas in the financial sector, department, products or services, they struggle to manage assets and advise clients sustainably.

What value are you creating for clients?

5. We help you to understand risks better

Financial institutions are facing record fines & lawsuits while professionals have been breaching regulations.  It started without access to quality information, and rely on mainstream information from search engine or public news source.

Are you ready to understand, manage & take risks?

We build stronger and lasting relationships for you

Helping clients to safeguard their assets, preventing lawsuits, raising capital, going through an IPO, building opportunities, reducing risks, increasing portfolio returns, navigating clients through crisis, selling distressed assets, leveraging balance sheet, averting a family crisis.  Where do you start?

We walk the journey with you.

Financial Professionals

Manage Assets | Advise Clients

What do we do in a fast growing Asia?