Profil
Wen Bin Li is currently a Portfolio Manager at Maxwealth Fund Management Co., Ltd. Formerly, Mr. Li worked as an Analyst at BOC International (China) Ltd. (Broker) and as a Portfolio Manager at Wanjia Asset Management Co., Ltd.
Postes actifs de Wen Bin Li
| Sociétés | Poste | Début |
|---|---|---|
Maxwealth Fund Management Co., Ltd.
Maxwealth Fund Management Co., Ltd. Investment ManagersFinance Maxwealth is an active, risk-aware manager which invests in equities, fixed-income and quantitative investments, aiming to achieve absolute returns. The firm seeks to provide customers with tailor-made investment products that meet their risk appetite preferences and build "boutiques" with integrated management capabilities. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Wen Bin Li
| Sociétés | Poste | Fin |
|---|---|---|
Wanjia Asset Management Co., Ltd.
Wanjia Asset Management Co., Ltd. Investment ManagersFinance WJAsset is a risk-averse manager which seeks to achieve consistent long-term returns. The firm manages an index fund tracking the SSE 180 index, a guaranteed fund using dynamic portfolio insurance strategies such as CPPI and TIPP, an equity fund invested in the utilities sector and using an active enhanced index strategy, and a money market fund. Their investment process is quantitative, complemented by qualitative judgment. | Membre du Comité d'Investissement | - |
BOC International (China) Ltd. (Broker)
BOC International (China) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wanjia Asset Management Co., Ltd.
Wanjia Asset Management Co., Ltd. Investment ManagersFinance WJAsset is a risk-averse manager which seeks to achieve consistent long-term returns. The firm manages an index fund tracking the SSE 180 index, a guaranteed fund using dynamic portfolio insurance strategies such as CPPI and TIPP, an equity fund invested in the utilities sector and using an active enhanced index strategy, and a money market fund. Their investment process is quantitative, complemented by qualitative judgment. | Finance |
BOC International (China) Ltd. (Broker)
BOC International (China) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Maxwealth Fund Management Co., Ltd.
Maxwealth Fund Management Co., Ltd. Investment ManagersFinance Maxwealth is an active, risk-aware manager which invests in equities, fixed-income and quantitative investments, aiming to achieve absolute returns. The firm seeks to provide customers with tailor-made investment products that meet their risk appetite preferences and build "boutiques" with integrated management capabilities. | Finance |
















