ChapmanCraig
Growing and Protecting Your Wealth
When it comes to wealth management, having the right partner is essential. A big international company can give you the investment resources you need. On the other hand, a small local boutique can give you that personal touch. But can an investment house give you both?
Since 1995, employee-owned ChapmanCraig has offered its special brand of global investing with a local personality to help grow and protect the wealth of high net worth individuals and families, just like you.
Investing in a Better Future, Together
At ChapmanCraig we work closely with our clients to assess financial objectives on a name-by-name basis. And each strategy we develop is dependent on their financial situation and objectives, focusing on long-term capital appreciation and wealth preservation as well as their income needs.
The investment portfolios we can create for you will give the stability, income and broad, international diversification needed to reach your financial goals.
Each of our uniquely created portfolios are broadly diversified across asset classes and geographies, incorporating fixed income and equity investments typically in over 50 financially sound global companies, most of which having a global reach and a solid international business footprint. Every purchase we make for a client’s portfolio is made with the intention of holding such security for a sufficient amount of time to allow for the significant increase in shareholder value that we expect, to occur. We believe that these carefully constructed portfolios will provide our clients with the defensive strength they need during periods of market consolidation and the robust performance they want during strong markets.
Strong Foundations for a Strong Future
1995 – Company is founded in Hong Kong
1996 – Receives SFC licenses and establishes first clients in Hong Kong and
Southeast Asia
1997 – Establishes first clients in Europe
1999 – Establishes first clients in Beijing
2001 – Establishes first clients in Shanghai
2005 – Opens Beijing office
2010 – Creates an “on-shore” fund – EPCi Global Equity Fund
At the Helm
Meet the professional team behind the ChapmanCraig name. We are a diverse group of international professionals with years of experience and the skills to deliver the highest quality of wealth management.
Bringing the Best Together
We have entrusted Letko, Brosseau & Associates Inc. (LBA), RBC-Dexia and ScotiaTrust to help us provide the solid global investment performances and transparent operations in which our clients can put their trust.
Letko, Brosseau & Associates (Portfolio Manager)
With over US$24 billion in assets under management, Montreal-based LBA has given ChapmanCraig clients consistent and outstanding performance, having beaten their benchmarks for over 20 years. LBA is registered with the provincial securities commissions in Canada and the Securities and Exchange Commission in the United States.
RBC-Dexia and ScotiaTrust (Custody Banks)
Both the Royal Bank of Canada and ScotiaTrust are Schedule 1 commercial banks licensed and regulated by the Canadian Banking supervisors and each has over US$500 billion of assets. As custodians for ChapmanCraig’s client funds and securities, these banks give our operations the transparency and security needed to ensure a trusting relationship with our clients.
The Right Tools for the Right Job
When investing with ChapmanCraig, clients are getting more than just conventional investment advice. The relationships we create with our clients are hinged on three fundamental elements, allowing trusting and profitable partnerships to develop.
Mouse over our fundamental elements to learn more.
Our Clients
WEALTHY FAMILIES
Seek attractive risk-adjusted returns and look for globally diversified investment portfolios. Our investment managers work closely with family members and estate planners to ensure that nest eggs are protected and properly passed on to future generations.HIGH LEVEL PROFESSIONALS
Look to us for overall-asset allocation advice. Since they are often busy with their careers, we can provide valuable assistance with their everyday financial tasks such as, monitoring their other wealth managers, creating high-quality investment portfolios, and dealing with their tax, estate and retirement planning.ENTREPRENEURS
Too busy to look after their everyday investment needs, we offer them complex estate and tax planning as well as an investment strategy that diversifies them away from their core corporate holdings.RETIRED EXECUTIVES
In their golden years, executives want relaxation. So we tailor investment portfolios designed to generate income, assist them by monitoring their other wealth managers and ensure they have an overall asset allocation that is appropriate to their individual circumstances.Contact us
HONG KONG OFFICE
Suite 4202, Lippo Centre, Tower One
89 Queensway, Hong Kong
Tel: +(852) 2521 7218
Fax: +(852) 2521 2626
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BEIJING OFFICE
Suite 470, Beijing Sunflower Tower
37 Maizidian Street, Chaoyang District
Beijing 100125, China
Tel: +(86) 10 8527 5148
Fax: +(86) 10 8527 6952
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