Profiel
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.
Actieve functies van Wen Bin Li
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Wen Bin Li
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Lid van de Investeringscommissie | - |
BOC International (China) Ltd. (Broker)
BOC International (China) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















