Best wealth manager for overseas asset management 2019
CreditEase Wealth Management
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.
Among Chinese wealth managers, CreditEase is the best equipped to provide a one-stop advisory service for those affluent Chinese who wish to invest or live overseas. The firm also has a strong track record when it comes to helping its clients set up offshore family trusts, and provides additional support for clients with a range of training and education programmes.
CreditEase operates an investment advisory company in Hong Kong, where its team holds a Class 4, or securities consulting licence, and a category 9, or asset management licence. It also operates an investment subsidiary in Singapore.
In Israel, for example, CreditEase’s subsidiary team members hold a venture capital and private equity fund managers licence. In the US, the CreditEase team holds an investment advisory licence accredited with the US Securities and Exchange Commission as well as with regulators in various states.