Asian Private Banker China Wealth Awards 《亚洲私人银行家》中国财富奖 – Best Wealth Manager in China – Investment Research & Advisory 中国最佳财富管理机构 – 投资研究与咨询

2018 Winners 获奖名单

Best Wealth Manager in China –
Investment Research & Advisory
中国最佳财富管理机构 – 投资研究与咨询

CreditEase Wealth Management
宜信财富

Founded 成立年份 2011
 
Headquarters Floor 6, Building A, Winterless Center, No. 1 West Dawang Road, Chaoyang District,
Beijing, China
总部地址 中国北京市朝阳区西大望路1号温特莱中心A座6层
 
Number of branches 92 retail outlets across 32 cities in Mainland China
分行总数 93家营业网点,32个城市
 
Branch locations Beijing, Jinan, Dalian, Fuzhou, Guangzhou, Jiaxing, Ningbo, Qingdao, Xiamen, Shenzhen, Changzhou, Chengdu, Dongguan, Harbin, Hangzhou, Hefei, Nanjing, Nantong, Shanghai, Shenyang, Shijiazhuang, Suzhou, Taiyuan, Tianjin, Wenzhou, Wuxi, Wuhan, Xi’an, Yantai, Yangzhou, Changchun, and Chongqing
分行地区 北京、济南、大连、福州、广州、嘉兴、宁波、青岛、厦门、深圳、常州、成都、东莞、哈尔滨、杭州、合肥、南京、南通、上海、沈阳、石家庄、苏州、太原、天津、温州、无锡、武汉、西安、烟台、扬州、长春和重庆
 
Senior management Ning Tang – chairman
Xiao Shang – CEO
Mingyu Lian – vice president, marketing
Dongling Wang – vice president, business support
Edward Lu – vice president, private wealth planning & family office
Xiyuan Yang – vice president, sales management
Bin Yan – vice president, investment advisory
Blair Chilton Pickerell – senior strategy advisor
高管资料 唐宁 – 董事长
尚筱 – CEO
廉明宇 – 市场副总裁
王东玲 – 业务支持副总裁
吕辉 – 私人财富规划家族办公室副总裁
杨喜媛 – 销售管理副总裁
阎斌 – 投资顾问副总裁
Blair Chilton Pickerell – 宜信财富高级战略顾问
 
Number of employees
员工人数
2,000
 
2018 Total AUM RMB 200 billion
2018 资产管理额 2,000亿元人民币
 
2018 Client count A cumulative number of more than 100,000 HNW clients
2018 客户数目 累计为超过10万名高净值客户提供投资、传承、生活、学习、公益等服务
 
2018 Minimum asset requirement per client RMB 30 million (investable assets)
2018 客户最低资产要求 3,000万元人民币 (可投资资产)
 
Company website 公司官网 caifu.yixin.com
 
Phone 电话号码 +86 (0)10-58664599
 
Services offered
CreditEase Wealth Management is an asset allocation and family succession expert in China’s wealth management industry, providing global wealth management and investment advisory services to high net worth individuals in China. Services include but are not limited to domestic and foreign cash management and fixed income, private equity, capital market, real estate finance, insurance, and other comprehensive wealth management products and services covering multiple currencies such as RMB, USD, EUR, etc.

With its strong investment capabilities, internationalisation capabilities, and technology capabilities, CreditEase Wealth Management is committed to providing HNW clients with a full range of wealth management solutions. It is also dedicated to becoming a long-term partner of HNW clients in terms of investment, life, succession, education, and philanthropy services. Taking family trust services as an example, CreditEase Wealth Management is one of the few professional institutions in China with offshore, US, and domestic family trust services.
机构提供的服务类型
宜信财富是中国财富管理行业中的资产配置专家和家族传承服务专家,为中国高净值人士提供全球财富管理与投资咨询服务,涉及包含但不限于国内外现金管理和类固定收益、私募股权、资本市场、房地产金融、保险保障等全方位财富管理产品与服务,覆盖人民币、美元、欧元等多个币种。

凭借强大投资能力、国际化能力和科技能力,宜信财富致力于为客户提供全方位财富管理解决方案。此外,宜信财富还同时提供家族传承、投资移民、 海外美好生活、精英学习等全球公民综合服务;以家族信托服务为例,宜信财富是中国为数不多的拥有离岸、美国和国内家族信托服务能力的专业机构,因为专业,所以领先。
Background
CreditEase Wealth Management, a subsidiary of the leading fintech company CreditEase, has set up branches in more than 30 cities in Mainland China. Additionally, it also has offices in Hong Kong, Singapore, Israel, Europe, and North America.

CreditEase Wealth Management possesses various licences and operating qualifications, such as mutual funds, private equity funds, insurance agents, etc., issued or registered by the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, and the Asset Management Association of China. CreditEase Wealth Management also has a Singapore Registered Fund Management Company (RFMC) licence and a Capital Markets Services licence granted by the Singapore Financial Authority. In addition, it has obtained the Registered Investment Advisor (RIA) licence issued by the Securities Regulatory Commission (SEC) of the United States. With these licences and qualifications, CreditEase Wealth Management can provide a wide range of professional support and services for its HNW clients.
机构的背景
宜信财富是宜信旗下财富管理业务品牌,在中国大陆30多个城市设有分支机构,并在香港、新加坡、以色列、欧洲、北美等地设有办公室。宜信财富相关公司分别拥有中国证监会、中国证券投资基金业协会,中国银保监会颁发或登记的公募基金、私募基金、保险代理等多项牌照和经营资质,新加坡金融管理局授予的新加坡注册基金管理公司(RFMC)牌照及资本市场服务(CMS)牌照,和美国证监会(SEC)颁发的RIA(Registered Investment Advisor)牌照,可为财富管理客户提供多方面的专业支持与服务。