Caterer Goodman Partners was established in 2011 to service expatriate families in Asia. Our partners were keen to deliver something new for our friends and clients.
Our principles were simple.
We wanted to remove conflicts of interest from financial advisory.
To service our clients the way we'd like our money managed.
To provide clean, simple and transparent solutions.
To work with a wide variety of leading partners to solve divers problems.
To leave the antiquated product market behind, yet not leave our clients un-serviced.
From those principles, Caterer Goodman Partners was born.
Our leadership has decades of experience in financial advisory in Asia.
Owen has a Graduate Diploma of Applied Finance (2005) from Australia Securities Institute and a Bachelor's Degree of International Business (1999) from Griffith University. Fluent in Mandarin and with more than 2 decades managing portfolios for expatriates and previously employed as Chief Investment Officer, he has a deep experience of investing with a global perspective.
Chief Investment Officer
Bill has an MBA from Washington University and several decades of experience in Asia. Originally with a background in technology and information systems Bill moved into wealth management in 2000.
Having lived in several parts of Asia over the last 30 years Bill is an experienced consultant to expatriate families.
Our partners work directly with clients rather than outsource the work or use junior staff. Thus you have only experienced professionals working with you. We provide professional personalized service similar in style to a private family office.
We have spent more than 20 years living as expatriates and working in the securities analysis, corporate financial advisory, and wealth advisory fields.
We use only a management fee approach, avoiding commissions. In other words, we do not receive compensation from third parties for the sale of products. This reduces the potential for conflicts of interest regarding our advice and services.
This means we have no complicated schemes, surrender fees, or lock-in periods, we’re able to work solely in your best interest.
We have relationships with first-class custodians in the United States and offshore markets. Thus we have access to the best solutions for our clients.
Our company has relationships with tax and insurance professionals. This extensive network is able to build personalized solutions for the infinite variety of clients we see.
Caterer Goodman Partners has chosen to register with the U.S. Securities and Exchange Commission (SEC) as an investment advisor. This helps ensure you receive the highest level of care and fiduciary responsibility.
As fiduciaries, we an obligation to work in your best interest.
Questions and Answers
Learn more about our approach
Why use Interactive Brokers?
The most important elements of an account are the security, trading costs, range of assets, regulation and ease of access. An account at interactive Brokers (IBKR) ticks all those boxes.
IBKR is US regulated and listed on the NYSE. It has fully segregted client assets. Trading costs start as low as $0 per trade in the US and are usually the lowest around the world. You can access 100% of your money with no exit penalties in only a couple of business days.
IBKR has been repeatedly ranked by Barron's as the best international broker and Best Online Broker.
IBKR however does not endorse or recommend introducing brokers or advisors like Caterer Goodman. More on that below.
Do I really need 100% access?
"You don't appreciate what you have until it's gone."
Locking up your money for retirement might not seem like a problem, but is life really that predictable?
What happens if you move and decide to buy a family home?
What happens if you get a business opportunity that requires capital?
Life can take unexpected paths. Unless there is a strong reason (say an IRA or pension scheme) when investing in the stock market you should be able to access all your money at all times.
Note from Interactive Brokers
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Caterer Goodman Partners Ltd.
Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.