Best independent wealth manager for HNWI 2019
CreditEase Wealth Management
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.
It has offices around the world, including in Hong Kong, Singapore, New York, London and Israel, and its expertise spans insurance, investment immigration, and onshore and offshore family trusts. Its own asset management unit manages more than Rmb30 billion, of which one fifth is in dollar assets.
CreditEase also works with many of the world’s leading investment managers and venture capital firms.
It helps clients to invest both onshore and offshore in various asset classes. In private equity, its AuM exceed Rmb20 billion. In real estate, it manages the biggest domestic real estate fund investment platform with the largest and most complete product line. In capital markets, it provides investors with short- and medium-term liquidity. Its advisers help clients analyze and grasp the linkage between different asset classes so they can capture rising trends and manage risks.