capital international group - group presentation

26
International Financial & Business Solutions

Upload: marketing-media

Post on 13-Feb-2016

241 views

Category:

Documents


0 download

DESCRIPTION

Capital International Group - Group Presentation for China Offshore Summit in Shanghai

TRANSCRIPT

Page 1: Capital International Group - Group Presentation

International Financial& Business Solutions

Page 2: Capital International Group - Group Presentation

Contents

■■ History■&■Growth

■■ The■Capital■International■Group

■■ Group■Company■Overview

■■ Group■Vision■&■Values

■■ Our■Approach

■■ Our■Clients

Page 3: Capital International Group - Group Presentation

正文■■ 历史与成长

■■ 资本国际集团 (CIG)

■■ 集团公司概况

■■ 集团愿景与价值观

■■ 我们的方针

■■ 我们的客户

Page 4: Capital International Group - Group Presentation

History & Growth

■■ Established■in■1996

■■ Member■of■the■London■Stock■Exchange

■■ Licensed■by■the■Isle■of■Man■Financial■■Supervision■Commission

■■ 100%■owned■and■operated■in■the■Isle■of■Man

■■ From■2008■to■2010■turnover■doubled,■staff■increased■from■34■to■65

■■ Approx■8,000■portfolios,■$4.5■billion■of■client■assets

Page 5: Capital International Group - Group Presentation

历史与成长■■ 创立于1996年

■■ 伦敦证券交易所会员

■■ 由马恩岛金融监督管理委员会发牌监管

■■ 100%由马恩岛当地所有并运营

■■ 从2008年至2010年, 营业额翻倍, 雇员数量由34人增至65人

■■ 约8,000个投资组合, 45亿美元客户资产

Page 6: Capital International Group - Group Presentation

Principle Business Activities

Five■key■business■areas:■

■■ Trading■&■Stockbroking

■■ Custody■&■Administration

■■ Cash■&■Investment■Management

■■ Investment■Structuring

■■ Business■Support■

Page 7: Capital International Group - Group Presentation

主要业务范围

五大核心业务领域:

■■ 交易及股票经纪

■■ 托管及管理

■■ 现金及投资管理

■■ 投资构建

■■ 商务支持服务

Page 8: Capital International Group - Group Presentation

Vision and Values

Our Vision

Capital■International■Group■exists■to■improve■lifestylesthrough■increased■prosperity

We■seek■to■achieve■this■through■the■enduring■values■of■innovation,■integrity■and■excellence

Page 9: Capital International Group - Group Presentation

愿景与价值观

我们的愿景资本国际集团 (CIG) 致力于通过加强繁荣

改善人们的生活方式

我们通过创意革新, 正直真诚, 优异出众来实现这一愿景

Page 10: Capital International Group - Group Presentation

Our Approach

■■ Our■strategic■focus■is■the■delivery■of■international■business■solutions

■■ We■differentiate■ourselves■in■a■number■of■key■areas:

■■ Independence:■No■distant■head■office

■■ Flexibility:■ Big■enough■for■security,■■ ■ ■■ small■enough■to■be■nimble

■■ Systems:■ Significant■investment■in■IT■■ infrastructure■&■investment■■■ ■■ systems

■■ Expertise:■ Quality■staff,■excellent■levels■■■ of■training■and■CPD

■■ Administration■and■Service

■■ Innovation■

■■ This■differentiation■leads■to■a■market■leading■proposition■across■our■range■of■products■and■services.

Page 11: Capital International Group - Group Presentation

我们的方针■■ 我们的战略核心是提供国际商业解决方案

■■ 我们通过一系列核心领域让我们卓尔不群:

■■ 独立性: 没有冷漠的总部办公室

■■ 灵活性: 张弛有度, 大到足够安全小到足够灵敏

■■ 系统性: 大量投入IT基础设施和投资 系统建设

■■ 专业性: 高水平员工, 高水准培训和发展体系

■■ 管理与服务

■■ 创意革新

■■ 这些与众不同的特点使我们一 系列产品与服务占据了市场领先地位

Page 12: Capital International Group - Group Presentation

Dealing & Stockbroking

■■ Members■of■the■London■Stock■Exchange

■■ Clearing■services■outsourced■to■Pershing■Limited,■which■is■part■of■The■Bank■of■New■York■Mellon■Corp.

■■ Assets■available■for■trading■are:

■■ UK■and■International■equities

■■ UK■and■International■government■bonds

■■ Multi-currency■corporate■bonds■and■emerging■market■debt

■■ Collective■investments■and■offshore■funds

■■ Investment■trusts■and■exchange■traded■funds

■■ We■also■execute■trades■in■more■specialised■areas,■including:

■■ CFDs,■warrants■and■traded■options

■■ Bullion■and■precious■metals

■■ Cash■deposits

■■ Foreign■exchange

Page 13: Capital International Group - Group Presentation

交易与股票经纪■■ 伦敦证券交易所成员

■■ 结算业务外包到纽约梅隆银行旗下的 Pershing Limited

■■ 可供交易的资产类型包括:

■■ 英国和国际股票

■■ 英国和国际政府债券

■■ 多币种公司债券和新兴市场债券

■■ 集体投资和离岸基金

■■ 投资信托基金及交易所买卖基金

■■ 我们在更专业的领域也进行交易, 包括:

■■ 差价合约 (CFD), 认股权证和期权交易

■■ 黄金及贵重金属

■■ 现金存款

■■ 外汇

Page 14: Capital International Group - Group Presentation

Custody & Administration

■■ Global■Custody

■■ Secure,■ring-fenced■environment■provided■by■nominee■structure

■■ Secure■online■valuation■information,■and■export■facility

■■ Corporate■action■and■dividend■processing

■■ Portfolio■Administration

■■ Tailored■and■integrated■processes■to■meet■client■requirements

■■ Reduction■of■operational■risk

■■ Payment■Services:

■■ Bridge■–■global■online■payments■service

■■ Cards■–■pre-paid■debit■cards

Page 15: Capital International Group - Group Presentation

托管及管理■■ 全球托管

■■ 通过名义帐户代表人架构, 提供安全, 有保障的托管环境

■■ 安全的在线估价信息和出口设施

■■ 企业行为和股息处理

■■ 投资组合管理

■■ 量身定制和集成的流程, 以满足客户的要求

■■ 减少运营风险

■■ 付款服务

■■ Bridge – 全球在线付款服务

■■ 银行卡 – 预付费借记卡

Page 16: Capital International Group - Group Presentation

Cash & Investment Management

■■ Full■discretionary■service■with■tailored■portfolio■management

■■ Clients■include■sovereign■wealth■fund

■■ Institutional■pension■funds

■■ Broker■funds

■■ Personal■pension■funds■

■■ Fusion:■model■portfolio■service

■■ 3■risk■profiles■and■multi-currency

■■ Flexible■fee■structures

■■ Excellent■track■record

■■ Capital■Liquidity■Account

■■ AAAf/S1+■rated■by■Standard■&■Poor’s

■■ Yields■like■fixed■deposits,■credit■exposure■comparable■to■a■money■market■fund

Page 17: Capital International Group - Group Presentation

现金及投资管理■■ 完全保密的服务和量身定制的投资组合管理

■■ 客户包括国家财富基金

■■ 机构养老基金

■■ 经纪人资金

■■ 个人养老基金

■■ 融合产品: 模型式投资组合服务

■■ 3种风险组合模式, 多币种

■■ 灵活的收费结构

■■ 出色的业绩

■■ 资本流动帐户

■■ 标准普尔评级AAAf/S1+

■■ 收益与固定存款相似, 信用风险与货币市场基金相似

Page 18: Capital International Group - Group Presentation

Investment Structuring

■■ Fund■Services

■■ Cross-jurisdictional■structuring

■■ Fund■formation,■incorporate■and■documentation■process

■■ Open■and■Closed-ended■funds,■Limited■Liability■Partnerships,■Unit■Trusts,■Overseas■Funds■and■Specialist■Investor■Funds.

■■ Alternative■asset■classes

■■ Spread■bet■and■CFD■services

■■ Licensed■as■principal■

■■ Structure■clients■personal■investment■strategy■as■either■a■spread■bet■or■contract■for■difference

■■ Translates■direct■investment■into■indirect■investment

■■ Often■tax■efficient

■■ 100%■typical■margin■requirement

Page 19: Capital International Group - Group Presentation

投资构建■■ 基金服务

■■ 跨域构建

■■ 基金成立, 组织和文书过程

■■ 开放和封闭式基金, 有限责任合伙公司, 单位信托基金, 海外基金和专家投资者资金

■■ 另类资产类别

■■ 点差交易和差价合约服务

■■ 专业认证首席经纪人

■■ 将客户个人投资策略区分构建为点差交易或合约

■■ 将直接投资转化为间接投资

■■ 通常可以节税

■■ 100%典型保证金要求

Page 20: Capital International Group - Group Presentation

Our Clients

Diverse■and■varied...

■■ The■Isle■of■Man■Government

■■ All■the■major■Isle■of■Man■Life■Companies

■■ International■Intermediary■Groups

■■ IFA■Networks

■■ The■Funds■Industry

■■ International■Pension■Providers

■■ Institutional■Corporate■Pension■Schemes

■■ Corporate■Service■Providers■(CSP)

■■ Trust■Service■Providers■(TSP)

■■ The■Gaming,■Shipping■and■Aircraft■industries

Page 21: Capital International Group - Group Presentation

我们的客户分散, 多样……

■■ 马恩岛政府

■■ 全部马恩岛主要人寿保险公司

■■ 国际中介集团

■■ 独立财务顾问 (IFA) 网络

■■ 基金产业

■■ 国际养老金提供商

■■ 机构性企业养老金计划

■■ 企业服务提供商 (CSP)

■■ 信托服务提供商 (TSP)

■■ 博彩, 运输与航空领域

Page 22: Capital International Group - Group Presentation

Contact Details

Capital■International■GroupCapital■HouseCircular■RoadDouglasIsle■of■ManIM1■1AG

www.capital-iom.com■

T■:■ +44■(0)■1624■654200F■:■ +44■(0)■1624■654201E:■ [email protected]

Page 23: Capital International Group - Group Presentation

联系方式Capital International GroupCapital HouseCircular RoadDouglasIsle of Man 英国IM1 1AG

www.capital-iom.com

电话 : +44 (0) 1624 654200传真 : +44 (0) 1624 654201电子邮件 : [email protected]

Page 24: Capital International Group - Group Presentation

Regulatory NoticeCIG■-■Group■China■Presentation■–■V1.03-10.11

This■presentation■has■been■prepared■for■information■purposes■only.■It■does■not■constitute■an■offer■or■an■invitation,■by■or■on■behalf■of■the■Capital■International■Group■of■companies,■to■buy■or■sell■any■security.

The■information■contained■herein■is■believed■to■be■correct,■but■its■accuracy■cannot■be■guaranteed.

Any■reference■to■past■performance■is■not■necessarily■a■guide■to■the■future.■Opinions■constitute■our■judgement■as■of■this■date■and■are■subject■to■change.■The■company,■its■clients■and■officers■may■have■a■position■in,■or■engage■in■transactions■in■any■of■the■securities■mentioned.

The■price■of■a■security■may■go■down■as■well■as■up■and■its■value■may■be■adversely■affected■by■currency■fluctuations.

The■regulated■activities■detailed■in■this■presentation■are■provided■by■Capital■International■Limited,■Capital■Treasury■Services■Limited,■Capital■Financial■Markets■Limited■or■Capital■Fund■Services■Limited■who■are■all■Members■of■the■Capital■International■Group■of■companies■and■are■all■licensed■by■the■Isle■of■Man■Financial■Supervision■Commission.

2010Companyof the Year

Capital International Group

2010Companyof the Year

Isle of Man Newspapers awards forexcellenceexcellence

WinnerWinner2007

People Management, Training & DevelopmentCapital International Group

Isle of Man Newspapers awards forexcellenceexcellence

WinnerWinner2007

People Management, Training & Development

2009Freedomto Flourish

Capital International GroupIsle of Man Newspapers awards forexcellenceexcellence

Finalist2009

Freedomto Flourish

Finalist2007

Medium Sized Company of the Year

Capital International GroupIsle of Man Newspapers awards forexcellenceexcellence

Runner-Up2007

Medium Sized Company of the Year

Runner-Up

Page 25: Capital International Group - Group Presentation

监管通告资本国际集团 (CIG) – 中国集团演示文稿 – V1.03-10.11

此演示文稿内容仅供参考. 它并不构成或代表资本国际集团 (CIG) 向您作出的购买或出售任何证券的要约或邀请.

本文稿中包含的信息应该为正确信息, 但我们不能保证其准确性.

任何过去的产品表现不能作为未来表现的依据. 我们根据当日的判断发表本文中的意见, 这些意见随时可能发生变更. 本公司, 公司客户和公司管理人员皆可能从事或参与任何本文中提及的证券交易.

证券价格可升可跌并可能会受到不利货币波动的影响.

此演示文稿中列举的规管活动由以下资本国际集团 (CIG) 成员公司提供: 资本国际有限公司 (Capital International Limited), 资本财务服务有限公司 (Capital Treasury Services Limited), 资本金融市场有限公司 (Capital Financial Markets Limited) 及资本基金服务有限公司 (Capital Fund Services Limited); 此等公司皆由马恩岛金融监督管理委员会发牌监管.

2010Companyof the Year

Capital International Group

2010Companyof the Year

Isle of Man Newspapers awards forexcellenceexcellence

WinnerWinner2007

People Management, Training & DevelopmentCapital International Group

Isle of Man Newspapers awards forexcellenceexcellence

WinnerWinner2007

People Management, Training & Development

2007Medium Sized

Company of the YearCapital International Group

Isle of Man Newspapers awards forexcellenceexcellence

Runner-Up2007

Medium Sized Company of the Year

Runner-Up2009

Freedomto Flourish

Capital International GroupIsle of Man Newspapers awards forexcellenceexcellence

Finalist2009

Freedomto Flourish

Finalist

Page 26: Capital International Group - Group Presentation

Capital■International■GroupCapital■HouseCircular■RoadDouglasIsle■of■ManIM1■1AG

www.capital-iom.comT■:■■■+44■(0)■1624■654200F:■■■+44■(0)■1624■654201■E:■■■[email protected]

CIG■-■Group■China■Presentation■–■V1.03-10.11

The■regulated■activities■detailed■in■this■presentation■are■provided■by■Capital■International■Limited,■Capital■Treasury■Services■Limited,■Capital■Financial■Markets■Limited■or■Capital■Fund■Services■Limited■who■are■all■Members■of■the■Capital■International■Group■of■companies■and■are■all■licensed■by■the■Isle■of■Man■Financial■Supervision■Commission.Registered■Address:■Capital■House,■Circular■Road,■Douglas,■Isle■of■Man,■IM1■1AG