2024-11-20 07:15:37
Author: CreditEase Wealth Management / 2023-07-24 14:02 / Source: CreditEase Wealth Management

CreditEase Wealth Management Receives Three Best Wealth Manager Awards at the Asian Private Banker Awards for Distinction 2018 Gala Dinner

CreditEase Wealth Management is a long-term partner to Chinese HNWs,and provides services and products related to investment,quality of life,succession,education and philanthropy.

CreditEase Wealth Management combines digital innovation with deep economic and investment research,to deliver wealth management solutions to clients

Core to CreditEase Wealth Management's proposition is our 'Three Golden Principles for Asset Allocation' investment strategy,which highlights the importance of allocation across geographies and asset classes,as well as an overweight recommendation on alternatives,via Fund of Funds.

HONG KONG,Feb. 25,2019 -- CreditEase Wealth Management(CreditEaseWM)attended AsianPrivate Banker's 8th's annual awards dinner and was awarded the Best Wealth Manager for Digital Innovation,the Best Wealth Manager HNW Services and the Best Wealth Manager,Alternative Advisory.

The Asian Private Banker Awards for Distinction 2018 are designed to recognize private banks and independent wealth management firms for their achievements in 2018 across various areas including market segments,business and operations,client services,and investment solutions. Over 150 institutions and departments submitted pitches and applications for the 8th Awards for Distinction,and over 300 CEO's,founders and C-suite leaders attended the black-tie Gala Awards Dinner. In addition to winningthe Excellence in Wealth Manager Award (China Domestic category) again this year,CreditEase WM also applied for other awards for the first time,and was recognized highly for high-quality business growth,strong value propositions,innovation achievements,and investment service and education capabilities.

CreditEase Wealth Management wins the Best Wealth Manager for HNW Services

As a leading independent wealth management institution in China,CreditEase WM has always been committed to providing comprehensive wealth management solutions and investment services to HNW clients,advocating asset allocation and long-term investing.

Building on a foundation of strong investment capabilities,international resources and technology strength,CreditEase WM is dedicated to being a long term partner for clients.

"CreditEase WMchampioned diversification and the fundamentals of investing early on,providing the clients with customized asset allocation plans that looked beyond fixed income and China. Buttressed by this conviction,CreditEase WM became a proponent of globalfund of funds,using artificial intelligence to source best-in-class strategies and forming partnerships to provide clients access to top-of-the-line multi-manager solutions," said Sebastian Enberg,editor of Asian Private Banker,in its special award edition.

"To ensure the effective delivery of client experience,CreditEase WM utilizes a team-based advisory model consisting of a relationship manager backed by the capabilities and experience of some 3,000 in-house professionals,covering a comprehensive range of specializations from immigration and overseas real estate to succession planning and philanthropy," added Mr. Enberg.

Hou Lin,Senior Vice President of CreditEase,said,"We are very honored to receive these awards which recognize the quality of our services to our HNW clients. China's HNW population is becoming more and more sophisticated,not only caring about the wealth appreciation,but also the next generation's education,family succession,social contribution and philanthropy. CreditEase Wealth Management is committed to becoming a long-term partner to our HNWs and providing all-round services in all these areas.

CreditEase Wealth Management wins the Best Wealth Manager for Alternative Advisory

Mr. Enberg said,"Alternatives are an inherent component of CreditEase Wealth Management's investment strategy titled 'Three Golden Principles for Asset Allocation',which focuses on cross-region,cross-asset,and overweight allocations to alternatives. To reap the benefits of scaling and diversification,the wealth manager employs a fund of funds approach to alternatives exposure across private equity,real estate,and hedge funds. "

"CreditEase WM provides professional services,which greatly helps our clients solve three major pain points - business digital remodeling,investment and succession. Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business,and we continue to support our clients with cross-region allocation,cross-asset-class allocation,and having an overweight position in alternative assets via FoF (Fund of Funds),with a view to achieving attractive long-run investment performance."Hou Lin added.

CreditEase Wealth Management wins the Best Wealth Manager for Digital Innovation

Mr. Enberg said,"CreditEase WMboasts an AI platform,AI+FoF,which sorts,stores,analyses and tracks data on private equity funds of funds. Currently,the system can process more than 10 million data points a second in real time and provides information on 20,000-plus institutions according to more than 60 criteria. By enabling two-way interaction between active fund of funds managers and big data,the system significantly improves managers' investment and management capabilities."

"As a longstanding member of the FinTech industry,the spirit of digital innovation and research is institutionalized throughout CreditEase,and we have been committed to developing strong technological capabilities,and using science and technology to promote financial innovation and wealth management. As an example of how we integrate digital innovation in our wealth management business,we developed the "AI + FoF" system,utilizing machine learning for data storage,sorting,structural analysis and real-time tracking. This innovation was implemented to improve FoF managers' investment capability and management capability," Hou Lin added.

"Having built a culture and developed systems that rest firmly on the key tenets of innovation and independence and backed by a 200-strong IT team comprising experts in the fields of internet,digital,and robotic technologies,CreditEase Wealth Management continues to explore and push the frontiers of financial technologies in order to improve operations,heighten customer satisfaction,and develop the wealth management space as a whole," added Mr. Enberg.

The Asian Private Banker Awards for Distinction are the most informed and arduous global private banking and wealth management awards. Since 2011,the world's only dedicated team of private banking and wealth management journalists,analysts and researchers have set the benchmark for excellence in private banking and wealth management in the most important growth regions: Asia and the Middle East.

AboutCreditEase WM

CreditEase WM,a subsidiary of the leading fintech company CreditEase,is dedicated to being a top wealth manager for Chinese communities worldwide. The company has nearly 2,000 relationship managers/financial planners across over 100 retail outlets in more than 40 cities in mainland China. Additionally,CreditEase WM has opened branches abroad in Asia,Europe,and North America. As of September 2018,the company serves more than 50,000 HNW clients and several hundred thousands of mass affluent clients,with an AUM exceeding RMB150bn. CreditEase WM also offers one-stop service covering a full range of financial needs to UHNW clients,which is now one of our fastest growing client segments

Investment services we offer include global asset allocation,investment management,and investment consulting. We cover a wide range of asset classes including domestic and offshore quasi fixed income,private equity,public equity,hedge fund,etc. Our life services include investment-based immigration,direct global real estate investment,family trust,insurance planning,tax planning,estate planning,education planning,and philanthropy. Currently,CreditEase WM is the sole domestic firm helping clients set up family trusts both onshore and offshore.


https://i.yixin.com

About Asian Private Banker

Asian Private Banker has the world's largest and best-connected bureau of journalists and researchers delivering independent,authoritative and indispensable intelligence,data and connections solely focused on private banking and wealth management in Asia and the Middle East. Established in Hong Kong in 2009,Asian Private Banker is well regarded for its independent and authoritative coverage of the rapidly growing private wealth management industry in the region. Its information and data are often cited by the global and regional financial media and consulting firms. In 2011,the media launched awards for private banks,wealth management institutions and other organizations with private wealth management functions in Asia-Pacific,aiming to set industry benchmarks and share best practices through professional,independent and rigorous selection process.

CreditEase Wealth Management Receives Three Best Wealth Manager Awards at the Asian Private Banker Awards for Distinction 2018 Gala Dinner

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