International Financial & Business Solutions
Contents ■■ History & Growth ■■ The Capital International Group ■■ Group Company Overview ■■ Group Vision & Values ■■ Our Approach ■■ Our Clients
正文 ■■
历史与成长
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资本国际集团 (CIG)
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集团公司概况
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集团愿景与价值观
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我们的方针
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我们的客户
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
历史与成长 ■■
创立于1996年
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伦敦证券交易所会员
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由马恩岛金融监督管理委员会发牌监管
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100%由马恩岛当地所有并运营
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从2008年至2010年, 营业额翻倍, 雇员数量由34人增至65人
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约8,000个投资组合, 45亿美元客户资产
Principle Business Activities Five key business areas: ■■ Trading & Stockbroking ■■ Custody & Administration ■■ Cash & Investment Management ■■ Investment Structuring ■■ Business Support
主要业务范围 五大核心业务领域: ■■
交易及股票经纪
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托管及管理
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现金及投资管理
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投资构建
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商务支持服务
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
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
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.
我们的方针 ■■
我们的战略核心是提供国际商业解决方案
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我们通过一系列核心领域让我们卓尔不群:
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独立性: 没有冷漠的总部办公室
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灵活性: 张弛有度, 大到足够安全小到足够灵敏
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系统性: 大量投入IT基础设施和投资 系统建设
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专业性: 高水平员工, 高水准培训和发展体系
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管理与服务
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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
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
交易与股票经纪 ■■
伦敦证券交易所成员
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结算业务外包到纽约梅隆银行旗下的 Pershing Limited
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可供交易的资产类型包括:
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英国和国际股票
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英国和国际政府债券
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多币种公司债券和新兴市场债券
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集体投资和离岸基金
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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
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黄金及贵重金属
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现金存款
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外汇
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
托管及管理 ■■
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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
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安全的在线估价信息和出口设施
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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
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减少运营风险
付款服务 ■■
Bridge – 全球在线付款服务
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银行卡 – 预付费借记卡
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
现金及投资管理 ■■
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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
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机构养老基金
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经纪人资金
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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
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灵活的收费结构
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出色的业绩
资本流动帐户 ■■
标准普尔评级AAAf/S1+
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收益与固定存款相似, 信用风险与货币市场基金相似
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
投资构建 ■■
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基金服务 ■■
跨域构建
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基金成立, 组织和文书过程
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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
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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
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将客户个人投资策略区分构建为点差 交易或合约
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将直接投资转化为间接投资
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通常可以节税
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100％典型保证金要求
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
我们的客户 分散, 多样…… ■■
马恩岛政府
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全部马恩岛主要人寿保险公司
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国际中介集团
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独立财务顾问 (IFA) 网络
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基金产业
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国际养老金提供商
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机构性企业养老金计划
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企业服务提供商 (CSP)
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信托服务提供商 (TSP)
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博彩, 运输与航空领域
Contact Details Capital International Group Capital House Circular Road Douglas Isle of Man IM1 1AG www.capital-iom.com T : +44 (0) 1624 654200 F : +44 (0) 1624 654201 E: info@capital-iom.com
联系方式 Capital International Group Capital House Circular Road Douglas Isle of Man 英国 IM1 1AG www.capital-iom.com
电话 : 传真 : 电子邮件 :
+44 (0) 1624 654200 +44 (0) 1624 654201 info@capital-iom.com
Regulatory Notice CIG - 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.
Winner
Winner 2007
2010 Company of the Year
People Management, Training & Development
Capital International Group
Capital International Group
Isle of Man Newspapers
awards for
excellence
Isle of Man Newspapers
awards for
excellence
Finalist 2009 Freedom to Flourish
Capital International Group awards for
excellence
Isle of Man Newspapers
Runner-Up 2007
Medium Sized Company of the Year Capital International Group awards for
excellence
Isle of Man Newspapers
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.
Winner
Winner 2007
2010 Company of the Year
People Management, Training & Development
Capital International Group
Capital International Group
Isle of Man Newspapers
awards for
excellence
Isle of Man Newspapers
awards for
excellence
Finalist 2009 Freedom to Flourish
Capital International Group awards for
excellence
Isle of Man Newspapers
Runner-Up 2007
Medium Sized Company of the Year Capital International Group awards for
excellence
Isle of Man Newspapers
www.capital-iom.com T : +44 (0) 1624 654200 F: +44 (0) 1624 654201â– E: info@capital-iom.com 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
CIG - Group China Presentation – V1.03-10.11
Capital International Group Capital House Circular Road Douglas Isle of Man IM1 1AG