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Wealth Management
 
The wealth management arm of CreditEase focuses on comprehensive global asset allocation service for high-net-worth individuals and mass affluent investors in China, offering a wide range of services and products, available in multiple currencies (RMB, USD, EUR and etc.), for onshore and offshore  investment in areas of fixed income, private equity, capital market, hedge funds, real estate, insurance, as well as investment immigration and international education.
 
CreditEase Wealth Management runs branches in over 40 cities in Mainland China, and sets up offices in Hong Kong, Singapore, Israel, Europe and North America. In addition to the licenses in public offering funds, private equity funds and insurance granted by China Securities Regulatory Commission or China Insurance Regulatory Commission, CreditEase also hold Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses issued by the Hong Kong SFC. Besides, the company holds the license as a registered fund management company (RFMC) and the capital market services (CMS) license approved by the MAS in Singapore.
 
CreditEase Wealth Management is committed to providing high-quality products and services in line with customers’ asset situation and expectations, as well as formulating comprehensive plans for their wealth preservation and growth. The customers can enjoy dividends worldwide from equity, alternative and fixed-income investment products designed by CreditEase, or those introduced from other sources, or in partnership with qualified investment firms from home and abroad.   
 
In January 2016, CreditEase Wealth Management established the CreditEase Global Asset Allocation Committee, comprising more than 10 specialists with expertise in global asset allocation research and practices, who have global engagement with a variety of areas including private equity, capital market, fixed-income, real estate, insurance, immigration as well as family office and company wealth management. Under the instruction of the “Three Golden Principles”, the committee will keep improving services in global asset allocation.
 
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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