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Owen Caterer

New Blog

Posted on November 8, 2013 Facebooktwittergoogle_pluspinterestlinkedinrss

fresh-startWell, here is the first new blog post on our new blog.  You’ll notice a few changes we have made to the blog.

The most obvious is the change of style.  The partially transparent background was distracting from what we write.  Clarity of thought and vision is our goal, and it helps if you can read the words clearly.

We also have moved the back-end and host to give us greater control and continuity of service.  Sadly our previous host wasn’t able to keep the sort of stable platform we expect and prefer.  Hopefully, fingers crossed, that should be a thing of the past.

There are also some small tweaks, giving a greater ease in accepting comments yet still keeping out automated spammers and helping us still limit trolls.  We will still keep a close eye on the comments with a goal of creating a learning and supportive atmosphere.

I’d also like to transition to a more personal and direct first person writing style.   I’ve seen a lot of blogs in recent times that benefit from this approach.  A clear voice helps give clarity to what can be a (needlessly) murky subject.  Yes finance isn’t as easy as walking, but it can be easier to understand than some people make out.

We will continue to trying to provide help to those people living away from home who want to manage their own money.  That’s our goal. And yes, we promise to write more often now our new more stable site is back up and running.

Next week for sure.




About Caterer Goodman Partners
Caterer Goodman Partners is a Shanghai based wealth management firm established with a clear vision to provide a new level of personalized financial planning services for expatriates in Asia. Our financial advisors provide guidance for our clients in all areas of investment, specialising in managed accounts, money-market funds, retirement planning and alternative investments. At Caterer Goodman Partners, we offer our advice and experience to provide low cost, tax-effective and simple solutions to match our clients’ interests.

About Owen Caterer
Since graduation Mr Owen Caterer has worked with the Queensland Premier's Department in Trade Facilitation and then as a financial adviser in Shanghai from 2005 until 2010.  He then rose to Senior Adviser, then Business Development manager and then to Chief Investment Officer responsible for portfolios to a value of US$280 million across Asia. Following that Mr Caterer left to found his own firm with a partner in the financial advisory and wealth management area.   This focused on developing China and Asia's first fee-based financial advisory (rather than commission-based). This has grown to now have 8 staff and and managing almost US$35 million for clients throughout Asia. This business success was recognized as a finalist in the 2013 ACBA in the Start Up Enterprises category and are one of a small number of foreign managed firms to have a full asset management license in China.  Owen has also been active in the community volunteering for the Australian Chamber of Commerce in Shanghai and acting as the Vice-Chair of the Small Business Working Group (2012-2014) and as the Co-Deputy Chair of the Financial Services since 2013 until the present. They have continued to grow their business and have now been selected as a small group of companies who are platinum members of the Australian chamber of commerce. The achievement they are most proud of is their efforts to reform the financial planning industry in China and push it away from a hard-sales commission driven model to a more ethical management fee and long term customer service model.   Owen has a Graduate Diploma of Applied Finance from the Securities Institute of Australia of which he was a member as a Fellow of Finance for many years and also has an undergraduate degree from Griffith University in International Business.  Owen's interests are tennis, running and his wife and two children.  He speaks fluent Chinese, first arriving in China in 1997.
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