![Wen Bin Li](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
Aktive Positionen von Wen Bin Li
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Wen Bin Li
| Unternehmen | Position | Ende |
|---|---|---|
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. | Mitglied des Investmentausschusses | - |
BOC International (China) Ltd. (Broker)
 BOC International (China) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
2
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
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