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“We are integrating fragmented services for UHNWIs”: CreditEase on new FO brand

CreditEase has rolled out a new family office (FO) brand, Heritvest, in a bid to woo Chinese ultra-high net worth individuals (UHNWIs) who have become increasingly selective with FO services and demanding in terms of professional advice. The Chinese wealth manager announced the news at its “2020 Wealth Inheritance Summit” (link in Chinese: 2020 财富传承峰会) in Beijing last week, citing the…

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