CreditEase Wealth Management Awarded 2017 Best Non-Bank Private Wealth Management Institution in China by The Asian Banker

Beijing, December 15, 2017, - CreditEase Wealth Management (“CEWM”) was named the winner of the “2017 Best Non-Bank Private Wealth Management Institution in China” in The Asian Banker’s 2017 China Private Banking and Wealth Management Award Ceremony in Beijing. The Asian Banker is a leading provider of strategic intelligence on the financial services industry and this award was established in 2016 to track the rapid growth of the Chinese private banking and wealth management sector. Being the only winner since inception is a great honor to CEWM and a testament to high performance and distinguished capabilities in global investment management.

Robust Advisory Capability in Asset Allocation and Global Portfolio Development

As at September 2017, CreditEase Wealth Management managed assets of RMB120 billion (US$20 billion) for 47,000 high net-worth customers in China. Combining rich domestic and international investment experience, the CEWM team is familiar with both international best practice in investment management, and the needs of China’s high net worth investors. To meet the growing demands from our clients, CreditEase Wealth Management has developed a suite of products and services covering five key areas:investment, learning, life-style, philanthropy and inheritance. Across these 5 areas, CEWM offers a wide range of products and services including investment immigration, international education advisory, products across asset classes including fixed income, private equity, capital markets, real estate and insurance. Among all products, the CEWM Fund of Funds (“FoFs”) play a key role in lowering entry barriers that prevent individual investors from accessing institutional investment managers, and minimizing investment portfolio volatility by asset diversification and long-term asset allocation. Through its large variety of product offerings and veteran global investment team, CEWM is committed to designing high quality and robust investment strategies for Chinese high net-worth individuals.

Global Capability and One-Stop Solution for Planning Living Abroad

To address the global asset allocation needs of high net-work individuals in China, CEWM is committed to extending its international reach and product offerings. In 2016, CreditEase Wealth Management established its global investment committee and announced its global asset allocation strategy, the “Three Golden Rules”, for achieving robust, balanced and stable asset allocation:

1. build cross-border, cross-regional portfolios;

2. have investment exposure to multi-asset classes, and;

3. consider an overweight to alternative asset classes.

CEWM has obtained a Securities Advisory license and Asset Management license from the SFC in Hong Kong, a Registered Fund Management Company license and Capital Market Services license from the MAS in Singapore, and a Registered Investment Advisors license from the SEC in the US. In addition to meeting the regulatory requirements in each local market, CreditEase leverages its core competence in financial technology to educate clients through innovative and interactive tools. Moreover, CreditEase’s full-service immigration finance activities cover all aspects of immigration and investment procedures including: international property purchase, international school enrollment, internship placement and legal and tax planning.

Award to Track the Rapid Growth of Chinese Private Banking and Wealth Management Sector

The Asian Banker’s China Private Banking and Wealth Management Award is dedicated to recognizing the high-quality client services provided by private bankers and wealth management advisors to high net-worth individuals. The main purpose of the award is to promote the industry best practice of portfolio construction and management for high net-worth investors. Approximately 80 award-winning bankers and wealth management experts attended the awards forum and introduced their portfolio products and services in the award ceremony. This award is the most prestigious award in China for private banking and the judging committee comprises leading Asian bankers, global bankers, scholars and researchers.


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