Preserving Private Wealth
Experience, Knowledge, Patience
CAAS Investment Holdings (CAAS) is a boutique Asset Management group in the world to be owned by few entrepreneurial families. We have years of experience in the management of sizeable sums of assets.
CAAS focus on high net worth private investors and families with investment and portfolio management services. We deliver solutions based on decades of experience in the finance, investment banking and wealth management industries, always backed up and informed by the latest thinking and research. We aim to cut through the noise and salesmanship so prevalent in the wealth management industry, and so provide our clients with smart solutions and the peace of mind that comes from the simplicity of truth.
Our services are strictly by invitation and referral from existing clients. We don’t service public or retail investors as we focus on long term journey with our clients with their investment needs as well as life needs.
Let's Chat
Use the form below to contact us regarding your financial or investment enquiry. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to keep the firm at the front of its field.
Our Services
Portfolio Management
The key to preserving and sensibly growing your investment capital is sound portfolio construction and management.
Strategic Advice
Before starting the process of wealth management, it is vital to understand overall goals
Philanthropic Services
Most of our clients have a strong philanthropic motive. We provide strategic consultations on tax-effective….
Family Continuity
Family continuity and wealth transition can be extremely complex, demanding and at times, highly emotive.
Property Services
We possess world class property advisory team that have hands on experience in developing residential houses …
Investing in start-ups
CAAS strongly believes entrepreneurs are the innovators, the dreamers, the ones crazy enough to potentially change …