Report

Asset Management in China 2020

Rolling Out the Red Carpet

Measure Opportunity. Capture Growth.

  • Identify strategic opportunities with an overview of key asset management trends across China
  • Analyze the developments in China’s investment advisory space
  • Evaluate state-owned investment funds and homegrown fund management companies’ overseas investment and international expansion activities
  • Review detailed sizing and key developments within the retail and institutional markets
  • Gain insight into the possibilities for growth as various liberalization measures boost the presence of foreign players in China

$19,500

Discounts available for bulk purchase

Report US Private Banks and Trust Companies 2020 Detail

Buy Now

Manni Huang

Manni Huang

Associate Director, Account Management, Asia

Summary

As one of the biggest and most dynamic asset management markets in the region, China continues to attract much interest from fund managers, particularly given various market liberalization measures. This report includes an overview of key asset management trends in China, uncovering new distribution initiatives and fund sales amid the COVID-19 pandemic, fund managers’ profitability and product innovation, the evolving competitive landscape, and opportunities for foreign asset managers along with recent market liberalization.

Included with Purchase

Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

Executive summary

Executive Summary

Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.

Interactive report dashboard

Interactive Report Dashboard

Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.

Analyst support

Analyst Support

Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.

Data

Data Behind the Report

Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.

Digital

Digital Access

Access your reports digitally anytime, anywhere, on any device through our client portal.

A Note from the Authors

How to Capitalize on Competition and Liberalization?

Kangting Ye

Kangting Ye

Senior Analyst

Bio →

Kangting Ye

Kangting Ye

Senior Analyst

Based in Singapore, Kangting leads Cerulli’s China research practice, and has provided primary quantitative analysis for various Asian publications and projects.

Prior to joining Cerulli Associates, Kangting held internships with Unilever and China Construction Bank.

Full biography here.

Kean Yung Siau

Kean Yung Siau

Analyst

Bio →

Kean Yung Siau

Kean Yung Siau

Analyst

Kean Yung specializes in retail asset management and environmental, social, and governance (ESG) investing in Cerulli’s Asia-Pacific research practice. He is a lead analyst for the China market, providing quantitative support for the annual report as well as The Cerulli Edge—China Edition. He also provides support to other Asian reports and The Cerulli Edge edition covering the Asia-Pacific region.

Prior to joining Cerulli Associates, Kean Yung was a Business Risk Specialist at UBS Wealth Management. His role was to ensure that front- line staff in Hong Kong and Singapore complied with regulators and internal requirements regarding investment suitability criteria when dealing with high-net-worth (HNW) clients.

Full biography here.

The market in China is heating up. The asset management industry has entered a new era of reforms with an updated regulatory framework, more diversified competition, and expanded market liberalization. Now, foreign managers will be able to boost their onshore presence by setting up various types of financial institutions conducting asset management businesses.

Since April 1, 2020, foreign ownership limits on fund management companies (FMCs) and securities firms have been fully removed in China. Eligible foreign managers are now allowed to set up foreign-owned FMCs directly or convert their wholly foreign-owned enterprises (WFOEs) for private securities fund (PSF) businesses into public FMCs. Which firms are best poised for success and why? How can managers set the stage for their long-term development plans in the region? Our report, Asset Management in China 2020: Rolling Out the Red Carpet, answers these questions and more. Take a look and connect with us for more.

Contact Us

Want more information?

Learn more about this report and related Cerulli research.

Contact Us

You May Also Be Interested In

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar
Consulting Page module Rocket 120820

Custom Research & Strategic Consulting

Cerulli Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn More

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.