CMB Wing Lung Asset Management Limited

CMB Wing Lung Asset Management Limited (“Company”) is a wholly-owned subsidiary of CMB Wing Lung Bank Limited and an overseas wholly-owned subsidiary asset management platform of China Merchants Bank (“CMB”). The company has the Type 4 (advising on securities) and Type 9 (asset management) regulated activity licenses by Securities and Futures Commission (SFC). Also, the company is one of the Qualified Foreign Institutional Investors (QFII) approved by the China Securities Regulatory Commission.

The company is an offshore intermediate holding company for CMB's overseas businesses, playing the critical role of connecting China market with the international financial centres, providing portfolio management, customized discretionary account management and professional investment advisory services to high net worth individual and corporate.

Main Business

Bond Products

Bond fund products refer to fund products that target absolute returns and allocate high-quality bonds to obtain stable returns. The company has years of investment experience in bond funds and fixed-income special accounts, and insists on continuously improving the construction of the investment and research system, so as to obtain stable investment returns for customers through the bull and bear cycles of the market.

The bond fund products managed by the company have various features, including graded fixed income funds, high-rated bond funds, and theme funds that focus on investing in subordinated bonds issued by high-rated credit entities and perpetual capital instruments.

Cash Management Products

Cash management products refer to products that aim at maintaining and increasing the value of short-term idle funds and are mainly invested in a combination of financial instruments with good safety and high liquidity, which are investment products with low risk.

Cash management products are mainly invested in financial instruments with high credit rating and good liquidity, including cash, bank deposits with a term of less than one year (including one year), bond repurchase, principal-guaranteed notes from high-rated institutional note, and large-denomination certificates of deposit.

Discretionary Account Management Services

The company is desired to providing discretionary asset allocation solutions for the high-net-worth individuals and corporate that fully meets their risk appetite, liquidity management and investment objectives.

Investment plans cover fixed income, equity, fixed increase series, FOF/MOM series, QFII/QFLP cross-border series and other types. The company considers client's investment requirements, financial objectives and risk tolerance and strives to achieve satisfactory investment returns on asset allocation.

Our investment talent and business innovation are the key success to win the trust of client in the competitive market, change in regulatory policy and customer preference.

Investment Advisory Service

The investment advisory services mainly refer to providing professional asset allocation plan review, investment analysis, solution suggestion, operation guidance and other services according to the needs of high net worth individuals and corporate clients.

Qualification

In 2012, the company obtained the Hong Kong Securities and Futures Commission Type 9 (asset management) regulated activity qualification.
In 2018, the company obtained the Hong Kong Securities and Futures Commission Type 4 (advising on securities) regulated activity qualification.

Corporate Culture

Mission：To serve with highest Professionalism and Integrity.
Vision：To create an excellent asset management platform with rich products and professional services