CreditEase Wealth Management Became a SEC Registered Investment Advisor

July 11,2017, Beijing –CreditEaseWealth Management hasrecentlybeen approved byU.S. Securities and Exchange Commission(SEC) asa registered investment advisor(RIA). Atits first stop overseas,thefirmcan start providingadviceto investorsin the U.S., representingaglobalizationmilestone to better serve especiallyChineseinvestorsaround the world.


Under the sophisticated regulation onwealth management firmsin the U.S., a qualifiedRIA must go through a rigorous review by SEC.


“Becoming aRIAis built on outstandingperformanceofCreditEaseWealth Managementtargetingespeciallyhigh-net-worth Chinese investorsin the past eleven years,” said Dr. Fan Gao,CreditEase’ssenior vice president and overseas compliance director. “CreditEaseWealth Management providesoptimalglobal asset allocation services to high-net-worth clients with controllable risk and expectable return.”


In July,CreditEaseWealth Managementwas named “Best Wealth Management Firm of the Year” byAsiamoney, a globally-renown magazine in capital market and asset management areas, following the “Best Non-bankPrivate ManagementProduct” award by the Asia Banker in late 2016.


As a forerunner in asset allocation business in China,CreditEaseWealth Management has become an important channel for Chinese high-net-worth investors to embrace new economy and integrate into world economy. In 2016, Ning Tang,CreditEase’sCEO and Founder put forwardthe“Three Golden Rules” of asset allocation, namely cross-regional, cross-borderwith multi-asset classesand an overweight to alternative asset classes withFOF. Further,the firm set up the Global Asset Allocation Committee joined by more thanten experts from the industry.


CreditEaseWealth Management runs offices in Hong Kong and Singapore. both holding investment advisory licenses. The firm also has officesin Israel and North America.



About CreditEase Wealth Management

CreditEase Wealth Management is the wealth management arm of CreditEase, and focuses on comprehensive global asset allocation services for high-net-worth individuals and mass affluent Chinese investors. It also offers a wide range of services such as investment immigration and international education advisory, and products across different asset classes including fixed income, private equity, capital markets, real estate and insurance. CreditEase Wealth Management is committed to providing high-quality products and services in line with customer needs and expectations, as well as helping to formulate comprehensive plans for wealth preservation and growth. On December 14, 2016, CreditEase Wealth Management was named winner of the “Best Non-Bank Private Wealth Product” by The Asian Banker, a Singapore-based leading provider of strategic intelligence on the financial services industry.


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