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
2025 Summits in Hong Kong & Singapore
Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
Family Office Summit - April / Oct / Nov
View Events | Register
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.
Career 101: Getting Started
Taking the first step into Wealth Management is exciting. But getting started is often confusing. There are so many options to select from.
You have to decide if you really want to pursue a career in wealth management. Once you are somewhat certain, you either select the brands (we meant banks) or decide strategically as what we think would be an intellectual selection process.
The 2025 Investment Day
Hong Kong | Singapore
March / July / Sept / Oct / Nov
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place in Hong Kong and in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
The 2025 Family Office Summit10th April & 16th Oct Hong Kong St Regis | 17th April & 6th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2025 Family Office Summit | Register here
2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
The Intelligent Selection Process –
Retail Banks or Private Banks
Banks or Non-Banks
Advisory or Non-Advisory
Onshore or Offshore
Front Office or Middle Office
But this isn’t the lingo / terms / jargons you were taught in college. So it doesn’t really help you at all. What is going through your mind is you want an important and cool wealth management role, not some supporting administrative clerical job.
So the simple way to get started is what most fresh graduates will logically do – Select the biggest bank to join.
The (Perceived) Biggest Bank
Singapore
International Banks
Private Banks
DBS Bank
Citibank
UBS
OCBC Bank
HSBC Bank
Credit Suisse
UOB Bank
The Search or Research
After some daydreaming, you wise up knowing there are more banks to join. Either you start thinking of your parents’ credit cards’ banks or retail branches you had seen before. And finally, you decide to google it for what should be a few genius key-strokes.
Search No.1 : Career, Banking, Wealth Management
Throwing you tons of career websites.
Then you try again
Search No. 2: Banks, SG
The list of options just became unimaginably, long. And it became random, disorganising your research process. You realise there are just too many options and unclear searched patterns.
Given the number of options, there is no way you want to send your resume to all of them. It is just too much time, knowing the odds of getting called up for interview is low. Let us summarize for you.
Types of Financial Institutions
In Singapore, there are
14 Retail Banks
47 Leading Private Banks
10 Large Insurance Companies
35 Fund Management Firms
And many more ..
Source: Caproasia Intel 2015
Now the sheer numbers of financial institutions you can join, just exploded. You now have more than 100 options to choose from. You may also like to know there are more than 14,000 business-related graduates from universities in Singapore every year.
Getting Started: How?
This is a big challenge. How do you get started? Before you start your first job and jump into a wealth management career, you want to get a better understanding. After all, you had spent 10 years in pre-college and 4 to 6 years in colleges. How you start your career is going to affect the next 40 years of your life, assuming you are going to work from 25 to 65.
Follow us in our Career 101 series as we uncover what a career possibilities in wealth management
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.
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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.
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The leading financial platform covering capital market, investments, private wealth & family office in Asia. For top investment professionals, advisors, investors, business leaders. Join 11,000+ top investment professionals, institutional investors, professional investors & advisors. Our users typically manage $20 million to $30 billion of assets, invest $3 million to $300 million, or advise institutions, billionaires, UHNWs & HNWs.
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2025 Upcoming Events
> The 2025 Investment Day Hong Kong – March / July / Sept / Nov
> The 2025 Investment Day Singapore – March / July / Sept / Nov
> The 2025 Investment / Alternatives Summit Hong Kong – April / Oct
> The 2025 Investment / Alternatives Summit Singapore – April / Oct
> The 2025 Family Office Summit Hong Kong – April / Oct
> The 2025 Family Office Summit Singapore – April / Nov
> The 2025 Private Wealth Summit Hong Kong – TBC
> The 2025 Private Wealth Summit Singapore – TBC
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024