Client Acquisition
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.










No. 1 – Introducing Products In Retail Banking

Typical Retail Wealth Management Products:

  1. Insurance-Linked Products
  2. Unit Trusts
  3. Structured Products

Customer: I don’t like Insurance and I don’t like Unit Trust

Banker: We understand you don’t like Insurance and Unit Trust. A lot of customers like you say that. We hear your feedback.  That is why our bank created structured products for you.



- Article continues below -



Sign Up
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)


The 2024 Investment Day
6th March Hong Kong | 13th March Singapore

Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 6th March 2024 in Hong Kong, 13th March 2024 in Singapore.
Visit | Register here


The 2024 Family Office Summit
10th April Hong Kong | 24th April Singapore

Join 100+ single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here






 

No. 2 – Timing the Market

Banker: Today is a great time to buy.

Customer 1: No, I’ll wait for the price to drop.

Banker: Today is a great time to buy.

Customer 2: No, I’ll wait for the price to drop.

[Calling 10th Customer]

Banker: Today is a great time to buy.

Customer 10: Great. Let’s get a $1 Million.

The price went up 3%.


 

No. 3 – Weird Investment Decisions

Customer: I don’t really think the investment is good. But I will just try $10,000.

Banker: As long as you are comfortable. I will monitor for you.

Provides the promotion list to client:

Investment Amount Sales Charge Promotion
Below $10,000 3% $50 Shopping Vouchers
Below $50,000 2.75% Samsung Galaxy III
$50,000 & Above 2.50% iPhone 6

 

Customer: Oh.  There is promotion.  I will place $50,000.

Banker: No. Why would you do that?

Customer: My boy wants the iPhone 6.

Banker: $50,000 and if it goes up by 10%, you can buy 5 iphone 6.

Customer: I trust you.

Banker: There is nothing I can do. Let’s pray. I will monitor for you


 

No. 4 – Forecasting Stock Price

Customer: What do you think the price for Apple will be in 12 months?

Banker: Now the price is $120. My bank calls for $153 in 12 months.

Customer: What do you think?

Banker: [Checks Bloomberg] 27 Analysts have a buy rating. 10 Analysts have a sell rating. The price range is from $88 to $203.

Customer: How? What do you think? Should I buy?

Banker: Barring any unforseeable circumstances, the price should be above $120. We call for $153. The upper price limit is $203. It could be somewhere between $153 to $203.


 

No. 5 – Finally it happens.  So what’s next?

United States Federal Reserve finally hike rates

Federal Reserve System
Federal Reserve System

Customer 1: Now that US Fed has increase the interest rates, what do you think? Will it impact my portfolio?  What should I do?

Banker: We had long been expecting this rate hike. The market had already price in the rate hike. We should not see any knee-jerk reaction in the market. Our forecasts for this year and next year remain the same. The Fed is increasing the interest rate because the economy is stable and is growing. This is good news for businesses and investments. Global economic indicators support this positive trend.

In terms of your portfolio, we see no need for any major changes. We are well positioned in various asset classes and sectors. If you have more funding, this is a great time to increase allocation into the portfolio.

Next Customer dials in.

Customer 2: Now that US Fed has increase the interest rates, what do you think? Will it impact my portfolio?

Banker: [Same response]

 

10th Customer dials in.

Customer 10: Now that US Fed has increase the interest rates, what do you think? Will it impact my portfolio?

Banker: This is no good. I think the market will drop about 10% in the next few weeks.

Customer 10: Sounds bad. Should we sell?

Banker: No. We may be wrong if it goes up.

Customer 10: What should we do?

Banker: Buy more when it comes down

Customer 10: Ok, notify me.

 

Related Articles

 




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?



Quick Links


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


For Investors | Professionals | Executives
Latest data, reports, insights, news, events & programs
Everyday at 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

Register Below

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.

Sign Up / Register


    InvestorProfessionalFamily OfficeExecutive


    SubscriptionMembershipEvents


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










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










    Caproasia Users

    • Manage $20 million to $3 billion of assets
    • Invest $3 million to $300 million
    • Advise institutions, billionaires, UHNWs & HNWs

    Caproasia Platforms | 11,000 Investors & Advisors

    Monthly Roundtable & Networking

    Family Office Programs

    The 2024 Investment Day

    • March 2024 - Hong Kong
    • March 2024 - Singapore
    • June 2024 - Hong Kong
    • June 2024 - Singapore
    • Sept 2024 - Hong Kong
    • Sept 2024 - Singapore
    • Visit: The Investment Day | Register: Click here

    Caproasia Summits

    Contact Us

    For Enquiries, Membership
    [email protected], [email protected]

    For Listing, Subscription
    [email protected], [email protected]

    For Press Release, send to:
    [email protected]

    For Events & Webinars
    [email protected]

    For Media Kit, Advertising, Sponsorships, Partnerships
    [email protected]

    For Research, Data, Surveys, Reports
    [email protected]

    For General Enquiries
    [email protected]





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




    Previous articleFamous Birthday in August
    Next articleWhat Wealth Managers in Singapore Struggle with?
    Caproasia.com covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia