Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year

Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year
03.07.2017 09:00 am

Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year

Wealth Management

CreditEase Wealth Management was named "Best Wealth Management Firm of the Year" in the inaugural China Independent Wealth Management category, by Asiamoney. This award is the second global recognition within half a year for CreditEase Wealth Management, after receiving the Asian Banker's award for "Best Non-Bank Private Wealth Product" in December 2016.

CreditEase Wealth Management was awarded for its assets under management (AUM), wealth management product performance, and the firm's application of modern technologies to better service its clients. CreditEase Wealth Management was one of the only two institutions that qualified to receive awards in eight categories under a rigorous evaluation process.

According to Asiamoney, "In 2016, CreditEase set itself further apart from its domestic peers with remarkable success in sustaining robust business growth, outstanding performance of product offerings and leadership in exploring advanced technologies to develop innovative products."

Asiamoney added, "CreditEase launched a robo-advisor platform to help mass affluent clients find the most suitable asset allocation solutions and enable them to track and rebalance their portfolios real time to optimize returns. The firm also rolled out a "smart insurance" platform which employs big data analytic tools that immediately construct and recommend comprehensive insurance plans for clients after they submit information via mobile phones. It was also the wealth management firm to apply blockchain technology in philanthropic financing to allow clients to track the performance of the loans offered to needy people."

"This is Asiamoney's very first evaluation of China's independent wealth management firms," said Ning Tang, CreditEase's founder and CEO. "For CreditEase Wealth Management to win the biggest award from the get-go is a solid testament to Asiamoney's recognition of our overall strength, and a distinct acclaim for our campaign to popularize the concept of asset allocation in China."

 

Related News

WealthTech startup InvestSuite raises €2 million

InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million... Read more »

“2020 5th Global Asset Allocation Focus” will be held in Shanghai in June

Global Asset Allocation Focus 2020 (hereinafter referred as GAAF2020), founded in 2016. With a four-year proven-track record, GAAF2020 will invite more than 500 participants... Read more »

Finantix named as a Strong Performer in Digital Wealth Management Platforms Q1 2020 Evaluation

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries,... Read more »

Aire opens up insight service to help lenders keep pace with financial uncertainty

Aire, the credit insight service, today announced that it is offering free access to its range of real-time credit information... Read more »

Finantix reveals findings of second part of ongoing market research on the future of wealth management

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries,... Read more »

BITA Risk wins Best Compliance Solution at Family Wealth Report Award in New York

BITA Risk part of corfinancial, a leading provider of specialist software and services to the financial services sector, announces today that it has triumphed at the Seventh... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel