Fosun Asset Management Limited

RIASEC RegisteredEst. 2018
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$57.5M
Accounts
26
Employees
19
Advisory reps
5

Firm details

Headquarters
Hong Kong,
CRD number
288360
Registered since
March 2, 2018
Custodians
BNP PARIBAS SECURITIES CORP., INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC, THE BANK OF NEW YORK MELLON, BANK OF CHINA (HONG KONG) LIMITED
Fee structure
Percentage of AUM
Client types
  • Insurance Companies89.86%
  • Pooled Investment Vehicles10.14%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fosun Asset Management Limited is a corporation registered with the SEC in 2018 that operates as an institutional registered investment adviser. Its client base is institutional, and its advisory work centers on portfolio management for businesses and other institutions. The firm charges fees as a percentage of assets under management. Ownership is identified as a mix of foreign entity and individual interests. Fosun Asset Management is not marked as an active ESG investor and does not present itself as a capital allocator or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 76%, US Government Bonds 8%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 5%, Sovereign Bonds 3%, Exchange Traded Equities 2%76%
  • Investment Grade Corp Bonds76%
  • US Government Bonds8%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities5%
  • Sovereign Bonds3%

Owners & executives

3 of 3
  • Zewei Qian

    Chief Executive OfficerCRD 8238574

  • Chun Pong Choi

    Chun Pong Choi

    Chief Compliance OfficerCRD 7253148

  • Zhan Shen

    Chief Operating OfficerCRD 7346907

Contacts

2 of 2
  • Jie Fei Wang

    Jie Fei Wang

    Vice ChairmanCRD 7632971

  • Sinyuan Kungsen

    Managing DirectorCRD 6894090

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Unit 1201 Standard Chartered Bank Building
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth