我们是股票融资专家
起源
我们为上市股票的股东提供流动性，并为的高资产投资者和机构提供投资机会，以投资于完全有质押品的贷款。
Having experienced both financial crisis in 1998 and 2008, founder of Charismatic Capital Ltd and a former private banker, Lam Ching Ching detected a niche opportunity. Hence, in 2014, she assembled a team and started originating and executing loans secured against globally listed equities with Asian focus.
里程碑
- 02/2019 : 爱尔兰中央局批下基金贷款牌照。
- 09/2019：以美金一亿规模推行。主要投资者是高资产家庭办室。
- 01/2020 - 基金规模增至美金6亿。
- 03/2021 - Due to strong demand from Asian investors and Singapore’s good judicial system and benefits, being the Founder, Ms Lam decided to establish another similar fund - Charismatic Debt Equity Fund.
- 07/2021：截至 2022 年 6 月末，业绩为 +13.33（年化）。
- 12/2023 - As at end Dec 2023, performance was +14.65% (annualized).
- 05/2024 - set up Charismatic Private Credit Fund to facilitate huge sized stock loans and block trades secured against premium quality listed shares.
- 06/2024 - As at end June 2024, performance was +11.9% (annualized).
凯利思的优势
在市场上,私人股票贷款机构一般是小型私人机构也都没有雄厚的资本，因此它们只能提供股票转名贷款。
但许多贷款者一般是上市公司大股东，因此抗拒股票转名，免得向股票交易所申报。而且将不能收益股票分红和无投选权。
- 减少无谓的负担例如向证券交易所报告连续买卖交易来索取短期贷款的便利
- 保留投票权和红利
因此，借款人愿意支付溢价以享受上述利益。
凯利思的优势是它不但是个正规，被金融局监管的贷款机构，而且还有雄厚的资本。所以，凯利思能提供贷款者所需求的无股票转名贷款模式，非常受贷款者的欢迎。
过往凯利思新闻
The Edge Singapore
Former Banker founded Charismatic Capital to offer stock loan financing to underserved companies.