Profile
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.
Wen Bin Li active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | - |
Former positions of Wen Bin Li
| Companies | Position | End |
|---|---|---|
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. | Investment Committee Member | - |
BOC International (China) Ltd. (Broker)
BOC International (China) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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