Wen Hui Yao

Fullgoal Fund Management Co., Ltd. (Fullgoal Fund) is an independent Chinese fund management firm which was founded in 1999. In 2003, the firm was restructured when the Bank of Montreal took a strategic interest in them and brought international concepts and management techniques to Fullgoal Fund. Headquartered in Shanghai, Fullgoal Fund provides investment management solutions including open and closed-end mutual funds, qualified domestic institutional investor (QDII) funds, enterprise annuity funds, domestic social security funds and asset management to segregated accounts for both domestic and international clients.

Wanjia Asset Management Co., Ltd. (WJAsset) is an independent Chinese asset management firm which was founded in 2002 as Tiantong Fund Management Co. Ltd. WJAsset is headquartered in Shanghai and manages a range of Chinese mutual funds and provides investment management services to Chinese institutions and private individuals.

Baoying Fund Management Co., Ltd. (BFM) is the asset management subsidiary of State-owned China Railway Trust Co., Ltd. in China. The firm is headquartered in Shenzhen with representative offices in Beijing and Shanghai. Founded in 2001, BFM focuses on local economic development and manages mutual funds.

Yinhua Fund Management Co., Ltd. (Yinhua) is an independent asset management firm headquartered in Beijing, China. Founded in 2001, Yinhua offers professional investment management services to a diverse clientele that includes financial institutions, social security fund, corporate pension schemes, high-net-worth individuals, and retail investors through mutual funds and segregated accounts.

GF Fund Management Co., Ltd. (GF) is the fund management subsidiary of GF Securities Co., Ltd. (SHE: 000776, HK: 1776) in China. Headquartered in Guangzhou, GF was founded in 2003 and provides comprehensive services in asset management containing mutual funds, specific customers’ assets management (Discretionary Account), securities investment advisory, QDII programs, insurance funds entrusted management and social security funds in the PRC.

JPMorgan Asset Management (China) Co., Ltd. (JPMAM China) is a fund management firm headquartered in Shanghai, China. The firm was founded as China International Fund Management Co., Ltd. in 2004 through a joint venture between Shanghai International Trust Co., Ltd. and JPMorgan Asset Management (UK) Ltd. In 2023, they became a subsidiary of JPMorgan Asset Management (UK) Ltd., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMAM China provides investment advisory and mutual fund management services to Chinese individual and retail investors as well as international institutions.

Chang Xin Asset Management Co., Ltd. (Chang Xin AM) is a fund management firm headquartered in Shanghai, China. Founded in 2003, Chang Xin AM manages the ChangXin range of open-end mutual funds.

Ping An Securities Co. Ltd. is the securities brokerage subsidiary of Ping An Trust Co., Ltd., which is owned by Ping An Insurance (Group) Co. of China Ltd. (SHA: 601318; HKG: 2318). Headquartered in Shenzhen, the firm was founded in 1991 and provides institutional brokerage services based on the needs of professional investors such as private equity, public equity, trust, asset management, general corporate institutions, and high-net-worth clients.

Bank of Communications Schroder Fund Management Co., Ltd. (BOCOM Schroders) is an independent Chinese fund management firm which was founded in 2005 through a joint venture between Bank of Communications Co., Ltd. (65%), Schroders plc (30%), and China International Marine Containers (Group) Ltd. (5%). Headquartered in Shanghai, BOCOM Schroders manages the BOCUM mutual fund range.

UBS Securities Co. Ltd. is the Chinese brokerage subsidiary of UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Beijing, the firm was founded in 2006 as Beijing Securities Co. Ltd. They provide securities brokerage services to domestic corporate and institutional clients, and qualified foreign institutional investors (QFII).

Cinda Fund Management Co. Ltd. (Cinda) is an asset management firm headquartered in Shenzhen, China. Formerly known as First State Cinda Fund Management Co. Ltd., the firm was founded in 2006 as a joint venture between China Cinda Asset Management Corp., an asset management firm controlled by the Government of China and the holder of a majority interest, and Colonial First State Global Asset Management Pty Ltd. which is the fund management arm and a wholly-owned subsidiary of the Commonwealth Bank of Australia (ASX: CBA). Cinda manages investment funds for retail investors.

CITIC Securities Co., Ltd. (Invt Port) (CITICS-IP) is the investment portfolio division of CITIC Securities Co., Ltd. (SHA: 600030), a Chinese full-service investment bank which provides a range of services including underwriting, research, brokerage, asset management, wealth management, and investment advisory for institutions and individual investors. Founded in 1998, CITICS-IP is headquartered in Beijing and has branch offices throughout China.

ABC-CA Fund Management Co., Ltd, (ABC-CA FM) is an independent fund management firm which was founded in 2008 as a joint venture between Agricultural Bank of China, Amundi Asset Management and Aluminum Corp. of China Ltd. Headquartered in Shanghai, the firm manages the ABC-CA Fund range.

Part of Shanghai Xingye Investment Development Co. Ltd., Tebon Securities Co., Ltd. provides investment banking, securities trading and brokerage services. The company is based in Shanghai, China. Tebon Securities Co. was acquired by Ant Group Co., Ltd. from Shanghai Guangxin Technology Development Co., Ltd. on November 05, 2015. The Chinese company was founded in 2003. Xiao Chun Wu has been the CEO of the company since 2013.

Huatai Securities Co., Ltd. (Broker) (Huatai Securities-Broker) is the broker/dealer division of Huatai Securities Co., Ltd. (SHA: 601688, HKG: 6886), a securities group headquartered in Nanjing, China. Founded in 1991, Huatai Securities-Broker offers brokering and trading of stocks and funds for various investors.

Caitong Fund Management Co., Ltd. (Caitong FM) is the Chinese fund management firm founded in 2011 through a joint venture between Caitong Securities Co Ltd., Hangzhou Industrial Investment Group and Zhejiang Shenghua Biok Biology Co Ltd. Headquartered in Shanghai, Caitong FM manages a range of funds for high-net worth individual and institutional investors.

Shanghai Genius Investment Management Co., Ltd. operates as a private equity fund management platform. Its business activities include investment management and asset management. The company was founded on July 1, 2015 and is headquartered in Shanghai, China.

Integrity Fund Management Co. Ltd. is a Chinese public fund management company that was established in August 2019 with a registered capital of 100 million yuan. The company is based in Shanghai, China and has subsidiaries in China. The company's business scope includes managing public securities investment funds, fund sales, specific client asset management, and other businesses approved by the China Securities Regulatory Commission. The company was founded in 2019 and the CEO is Nan Zhao.