The head of wealth management products at Beijing-based CreditEase discusses portfolio recommendations for 2018 and how the company builds relationships with clients.
With $15 billion under management, the Chinese group's wealth management arm employs a rigorous screening process to pick managers, with a focus on alternative investments.
The Beijing-based wealth manager and peer-to-peer lender plans to buy holdings in up to five more investment houses and launch two private funds through existing partnerships.
Mainland individuals are looking to boost their offshore exposure, but their return expectations – while lower than in the past – remain stubbornly high, an AsianInvestor forum heard.
A peer-to-peer internet finance firm has acquired a mutual fund house stake, creating China's latest fund-tech partnership. Others are expected to follow suit in the wake of Alibaba and Tianhong's barnstorming success.
China's biggest peer-to-peer lending firm has brought in Danny Howell from Towers Watson to expand its wealth and investment arm. It has made other recent hires and is seeking further additions.