Insurance Technology Industry News

TMCNet:  CreditEase Wealth Management Became an SEC Registered Investment Advisor

[July 13, 2017]

CreditEase Wealth Management Became an SEC Registered Investment Advisor

BEIJING, July 13, 2017 /PRNewswire/ -- CreditEase Wealth Management has recently been approved by U.S. Securities and Exchange Commission (SEC) as a registered investment advisor (RIA). At its first stop overseas, the firm can start providing advice to investors in the U.S., representing a globalization milestone to better serve especially Chinese investors around the world.

Under the sophisticated regulation on wealth management firms in the U.S., a qualified RIA must go through a rigorous review by SEC.

"Becoming an RIA is built on outstanding performance of CreditEase Wealth Management targeting especially high-net-worth Chinese investors in the past eleven years," said Dr. Fan Gao, CreditEase's senior vice president and overseas compliance director. "CreditEase Wealth Management provides optimal global asset allocation services to high-net-worth clients with controllable risk and expectable return."

In July, CreditEase Wealth Management was named "Best Wealth Management Firm of the Year" by Asiamoney, a globally-renown magazine in capital market and asset management areas, following the "Best Non-bank Private Management Product" award by the Asia Banker in late 2016.

As a forerunner in asset allocation business in China, CreditEase Welth 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's CEO and Founder put forward the "Three Golden Rules" of asset allocation, namely cross-regional, cross-border with multi-asset classes and an overweight to alternative asset classes with FOF. Further, the firm set up the Global Asset Allocation Committee joined by more than ten experts from the industry.

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

- End -

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.

About CreditEase:

CreditEase is a leading FinTech company in China, specializing in inclusive finance and wealth management, in addition to payment technology, marketplace lending, crowdfunding, robo-advisory, insurance technology and blockchain products and services. CreditEase actively engages with global FinTech innovators through business incubation, commercial co-operation, and investment.Better tech, better finance, better world.

View original content:

SOURCE CreditEase Wealth Management

[ Back To Insurance Technology's Homepage ]