Asiamoney Best Wealth Managers in China
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Minmetals International Trust
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CreditEase Wealth Management
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CreditEase Wealth Management
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Minmetals International Trust
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CreditEase Wealth Management
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China International Capital Corp
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Minmetals International Trust
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Deyu may still be young in global terms but it was one of the earliest multi-family offices established in China. The MFO was founded over four years ago by Zhang Yong, a senior banker who had previously helped to set up the private banking department at China Minsheng Bank.
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Minmetals Trust’s wealth management arm serves tens of thousands of high net-worth individuals and corporate clients, providing asset allocation across all markets through its flagship Heng Xin product line, which offers underlying assets ranging from infrastructure projects to supply chain finance.
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CICC became a pioneer among securities houses in China when it ventured into wealth management in 2007, setting an example to rivals who have only recently recognized the potential of the wealth management sector.
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Harvest may not be the largest fund manager in China, but it has managed to deliver stunning returns for investors year after year.
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Noah’s overseas assets under management reached Rmb24.8 billion ($3.49 billion) in 2019, some 14.6% of the company’s total AuM. Its net income from overseas also jumped, rising 25.4% last year to hit nearly Rmb1 billion. Its contribution to the company’s overall revenues rose by 5 percentage points, to 27.9% from 22.9%.
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At CreditEase, the number of clients and the assets under management both increased in 2019. The number of clients with at least Rmb1 million ($140,225) rose, helping assets under management top Rmb100 billion by the end of 2019, a year-on-year increase of more than 20%.
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At CreditEase, the number of clients and the assets under management both increased in 2019. The number of clients with at least Rmb1 million ($140,225) rose, helping assets under management top Rmb100 billion by the end of 2019, a year-on-year increase of more than 20%.
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At CreditEase, the number of clients and the assets under management both increased in 2019. The number of clients with at least Rmb1 million ($140,225) rose, helping assets under management top Rmb100 billion by the end of 2019, a year-on-year increase of more than 20%.
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As the wealth management industry deepens, here are the firms that stand out.
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CreditEase Wealth Management enables high net-worth families to set up family offices at lower cost, helping them incorporate their values and philosophy from the outset. It also provides the second-generation members with a wide range of training opportunities, including offshore education.
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CreditEase Wealth Management enables many high net-worth Chinese individuals to invest in offshore real estate, as well as helping them with immigration planning, tax planning and legal consulting. It operates investment offices around the world.
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CICC is one of China’s leading investment banks. It also is one of the nation’s leading securities firms catering to high net-worth individuals.
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CreditEase, led by founder and chief executive Tang Ning, has assets under management of more than Rmb109 billion ($16 billion), up more than 13% from a year ago. It serves more than 30,000 high net-worth customers, as well as several hundred thousand mass-affluent investors, and has more than 1,200 full-time account managers, 60% of whom have professional wealth advisory certificates.
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Avic Trust, co-founded by China State Aviation Industry Group and Singapore’s OCBC Bank, is one of the top 10 trust companies in China. Avic caters to high net-worth individuals who want to set up family trusts. Such trusts have at least Rmb10 million ($1.4 million) in assets, and Avic offers both onshore and offshore financial planning.
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Noah Holding’s subsidiary Gopher Asset Management is primarily a fund of funds (FoF) manager with total assets under management of around Rmb170 billion ($24.5 billion). The FoF has delivered an annualized rate of return ranging from 50% to 100% through various strategic stakes in more than 100 funds from around the world and 200 venture companies.
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Founded in 2007, Noah Holdings is China’s leading wealth management service provider for 2019, focused on global wealth investment and asset allocation services for high net-worth individuals as well as enterprises.
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The country’s wealth management industry is slowly but surely moving from growing pains to growing opportunities. Asiamoney profiles the leaders in an increasingly competitive field
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Wealth management is a fairly new business for Chinese securities firms. The Securities Association of China ranked Founder Securities as the 13th largest domestic securities firm by assets for 2016, the latest ranking available. But the Shanghai-listed firm is ahead of other domestic securities firms in establishing a fully fitted unit and adopting international practices to enable the growth of the wealth management business.
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Avic Trust is not the largest trust firm in China, but it has led the transformation of the domestic industry from mere distributors of investment products for infrastructure and real estate projects to wealth managers. Because of its strong capability in developing family trust products, the firm is poised to join the ranks of the top-tier trust firms in China.
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Noah has led domestic wealth management firms in terms of global expansion to serve high net-worth overseas Chinese clients. It has made remarkable progress on that front, under co-founder and chief executive Jingbo Wang.
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CreditEase has led domestic wealth management firms in the roll out of fund of funds products across a wide range of asset classes, from private equity and public equity to real estate. Its FoF products stand out thanks to their record of delivering steady returns for investors.
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New York-listed Noah Holdings has won more high net-worth clients than its domestic peers. It continues to expand its customer base at a rapid pace, supported by its extensive business network and strong service capabilities.
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Among China’s young, independent, management firms, CreditEase has not only maintained robust business growth thanks to its investment and service capabilities, but also demonstrated leadership on multiple fronts, including fintech application, investor education and regulatory compliance in domestic wealth management.
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In the decade after Noah Holdings’ inception, China’s real estate market was red hot. The firm achieved explosive business growth thanks to demand for its property-related trust products. In recent years, it has not only widened the industry coverage of its wealth management products in China, but also led its peers in exploring asset management opportunities overseas.
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Noah Holdings, founded in 2005 in Shanghai, is one of China’s first independent wealth management firms. It is also the first to go public overseas – it launched an IPO on the New York Stock Exchange in 2010. Noah has built unrivalled strength in serving high net-worth clients in China.
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CreditEase set itself further apart from its domestic peers in 2016 with its remarkable success in sustaining robust business growth, the outstanding performance of its product offerings and its leadership in exploring advanced technologies to develop innovative products.
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Independent wealth management firms have sprung up in China in recent years to serve the fast-expanding wealthy population. While many of them are young with a limited product range and no proven expertise, a small handful have stood out in serving clients with a wide array of product offerings and a track record of generating steady investment returns