Lu Dan Liu
Head-Fixed Income Invts presso JPMorgan Asset Management (China) Co Ltd.
Provenienza dei contatti di primo grado di Lu Dan Liu
Entità | Tipo di entità | Settore Industriale | |
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China Asset Management Co., Ltd.
China Asset Management Co., Ltd. Investment ManagersFinance China Asset Management Co., Ltd. (China AMC) is the asset management subsidiary of CITIC Securities Co., Ltd. (SHA: 600030) in China. Headquartered in Beijing, the firm was founded in 1998 and provides a full range of services to domestic and international retail and institutional clients from US, Canada, Korea, Japan, Malaysia, Germany, Hong Kong, Macau and Taiwan, and many more, covering equity, fixed income, money markets, and other financial instruments. In 2017, China AMC has joined the United Nations-supported Principles for Responsible Investment (UNPRI), becoming the first full service asset manager in China to join the organization.
87
| Subsidiary | Investment Managers | 87 |
JPMorgan Asset Management (China) Co Ltd.
JPMorgan Asset Management (China) Co Ltd. Investment ManagersFinance JPMorgan Asset Management (China) Co., Ltd. (JPMAM China) is a fund management firm headquartered in Shanghai, China. The firm was founded as China International Fund Management Co., Ltd. in 2004 through a joint venture between Shanghai International Trust Co., Ltd. and JPMorgan Asset Management (UK) Ltd. In 2023, they became a subsidiary of JPMorgan Asset Management (UK) Ltd., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMAM China provides investment advisory and mutual fund management services to Chinese individual and retail investors as well as international institutions.
59
| Subsidiary | Investment Managers | 59 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lu Dan Liu tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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China International Capital Corp. Ltd. (Broker)
China International Capital Corp. Ltd. (Broker) Investment Banks/BrokersFinance China International Capital Corp. Ltd. (Broker) (CICC) is the brokerage division of China International Capital Corp. Ltd. which was established in 1995 as a strategic partnership between Chinese and international financial institutions and corporations. Headquartered in Beijing, CICC was the first joint venture investment bank in China. The firm's core business departments were investment banking, capital markets, sales & trading, research, fixed-income and asset management. CICC offers a range of brokerage services to international and domestic institutional and individual investors. In 2007 the firm set up a wholly-owned subsidiary specializing in private equity investments and focusing on buyout opportunities within China. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Market Strategist | |
SWS Research Co., Ltd.
SWS Research Co., Ltd. Investment ManagersFinance SWS Research Co., Ltd. is the investment research subsidiary of Shenwan Hongyuan Securities Co., Ltd., which is owned by Shenwan Hongyuan Group Co., Ltd. (SHE: 000166) in China. Headquartered in Shanghai, the firm was founded in 1992 to offer a wide range of products and services to global investors who want to invest in Chinese equity market. SWS Research provides clients with securities research service that covers over 500 key stocks in Asian market, as well as economics, strategy, bond, fund and derivatives research. Their clients include almost all major domestic institutional investors such as mutual funds, insurance companies, banks and trusts. They also serve QFII and other overseas institutional investors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
BOC International (China) Ltd. (Broker)
BOC International (China) Ltd. (Broker) Investment Banks/BrokersFinance BOC International (China) Ltd. (Broker) (BOC Broker) is the brokerage division of BOC International (China) Ltd. The firm is headquartered in Shanghai and was founded in 2002. BOC Broker provides brokerage services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of International Business & Economics | College/University | Undergraduate Degree | |
China International Capital Corp. Ltd. (Invt Management)
China International Capital Corp. Ltd. (Invt Management) Investment ManagersFinance China International Capital Corp. Ltd. (Invt Management) (CICC-IM) is the investment management division of China International Capital Corp. Ltd. (SHA: 601995, HKG: 3908) in China. The firm was founded in 1995 as the first joint venture investment bank in China. Headquartered in Beijing, CICC-IM provides a range of financial and advisory services for corporations, government agencies and multinational financial institutions. | Investment Managers | Portfolio Manager-Equities | |
Galaxy Asset Management Co., Ltd.
Galaxy Asset Management Co., Ltd. Investment ManagersFinance Galaxy Asset Management Co., Ltd. (Galaxy AMC) is an independent Chinese fund management firm which was founded in 2002. Headquartered in Shanghai, Galaxy AMC manages a closed-end fund and several mutual funds for individual and institutional investors. | Investment Managers | Portfolio Manager-Fixed Income | |
CITIC Securities Co., Ltd. (Broker)
CITIC Securities Co., Ltd. (Broker) Investment Banks/BrokersFinance CITIC Securities Co., Ltd. (Broker) (CITICS) is the brokerage division of CITIC Securities Co., Ltd. (SHA: 600030) in China. Headquartered in Beijing, CITICS was founded in 1995 and provides securities brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Zheshang Fund Management Co., Ltd.
Zheshang Fund Management Co., Ltd. Investment ManagersFinance Zheshang Fund Management Co., Ltd. (ZS Fund) is an independent, Chinese fund management firm which was founded in 2010. Headquartered in Hangzhou with additional office in Shanghai, ZS Fund provides a range of fund management services for individual and institutional investors. | Investment Managers | Investment Committee Member | |
ZHENJIANG DONGFANG ELECTRIC HEATING TECHNOLOGY CO.,LTD | Building Products | Director/Board Member | |
Norges Bank Investment Management (China)
Norges Bank Investment Management (China) Financial ConglomeratesFinance Norges Bank Investment Management (China) (NBIM-China) is the Shanghai investment management division of Norges Bank Investment Management, itself a subsidiary of State-owned Norges Bank in Norway. Established by the Norges Bank to manage the Government Pension Fund Global (often referred to as the Norwegian oil fund) and most of Norges Bank's foreign exchange reserves, NBIM-China was established in 2007. In addition to the Shanghai office, NBIM has offices in Oslo, London, New York and Singapore. The firm is a responsible investor which expects that companies in which they invest follow internationally recognized corporate governance standards. They are a signatory to the UN Principles for Responsible Investment. | Financial Conglomerates | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Harris School of Public Policy Studies | College/University | Graduate Degree | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
CHINA MERCHANTS SECURITIES CO., LTD. | Investment Banks/Brokers | Director/Board Member | |
Asia-Pacific Property & Casualty Insurance Co., Ltd.
Asia-Pacific Property & Casualty Insurance Co., Ltd. Property/Casualty InsuranceFinance Asia-Pacific Property & Casualty Insurance Co., Ltd. engages in the provision of property insurance services. Its business scopes include property loss, liability, credit, and accident insurance services. The company was founded in November 1943 and is headquartered in Shenzhen, China. | Property/Casualty Insurance | Director/Board Member | |
51 CREDIT CARD INC. | Finance/Rental/Leasing | Director/Board Member | |
Fosun United Health Insurance Co. Ltd.
Fosun United Health Insurance Co. Ltd. Managed Health CareHealth Services Fosun United Health Insurance Co. Ltd. is a company that aims to serve the healthy life of Chinese consumers. The private company offers various types of insurance, including medical insurance, disease insurance, disability income loss insurance, nursing insurance, and accident insurance, all based on consumer needs. | Managed Health Care | Director/Board Member | |
Coopers & Lybrand Ciec | Miscellaneous | Corporate Officer/Principal | |
PricewaterhouseCoopers China Ltd.
PricewaterhouseCoopers China Ltd. Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers China Ltd. is an audit firm. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
National Taiwan University | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Shenzhen Xunce Technology Ltd.
Shenzhen Xunce Technology Ltd. Data Processing ServicesTechnology Services Shenzhen Xunce Technology Co., Ltd. engages in the provision of real-time data infrastructure and analytics. It provides risk management system development, data management, system integration, and other services. The company was founded by Ran Xuan, Yang Yang and Da Wei Geng on April 1, 2016 and is headquartered in Shenzhen, China. | Data Processing Services | Director/Board Member | |
China Universal Asset Management Co., Ltd.
China Universal Asset Management Co., Ltd. Investment ManagersFinance China Universal Asset Management Co., Ltd. (CUAM) is an independent investment management firm headquartered in Shanghai, China. Founded in 2005, CUAM manages a range of Chinese equity and fixed-income mutual funds and segregated mandates for retail and institutional clients. | Investment Managers | Trading-Fixed Income | |
Shanghai Vstone Capital Management Co. Ltd. | Investment Managers | Chief Investment Officer | |
Beijing Gao Hua Securities Co., Ltd.
Beijing Gao Hua Securities Co., Ltd. Investment Banks/BrokersFinance Beijing Gao Hua Securities Co., Ltd. is a financial services company based in Beijing, China. and has subsidiaries in China. The company's description is written in Chinese, but it appears to offer a range of financial services, including securities trading, investment banking, and asset management. The private company's website includes information about its history, services, and team, as well as news and research reports. The company was founded in 2004, and Xing Zhang has been the CEO of the company since 2004. | Investment Banks/Brokers | Analyst-Equity | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity | |
Huatai United Securities Co., Ltd.
Huatai United Securities Co., Ltd. Investment Banks/BrokersFinance Part of Huatai Securities Co., Ltd., Huatai United Securities Co., Ltd. is a brokerage firm that provides brokerage services. The company is based in Shenzhen, China. The Chinese company was founded in 1997. The CEO is Xiao Ma. | Investment Banks/Brokers | Analyst-Equity | |
Securities Association of China
Securities Association of China Miscellaneous Commercial ServicesCommercial Services The Securities Association of China is a non-profit organization that provides services for the securities industry. The non-profit company is based in Beijing, China. | Miscellaneous Commercial Services | Director/Board Member | |
China Asset Management (Hong Kong) Ltd.
China Asset Management (Hong Kong) Ltd. Investment ManagersFinance China Asset Management (Hong Kong) Ltd. (CAMHK) is the wholly-owned fund management subsidiary of China Asset Management Co. Ltd., which is a subsidiary of CITIC Securities Co. Ltd. (SHA: 600030). Headquartered in Hong Kong, the firm was founded in 2008 and provides services to US-based registered investment companies, including ETFs. CAMHK also provides discretionary investment management, investment advisory and related support services to a wide range of non-US clients, including pension and profit-sharing plans, pooled investment vehicles and corporations. | Investment Managers | Chairman | |
CHINA FEIHE LIMITED | Food: Meat/Fish/Dairy | Director/Board Member | |
YINTECH INVESTMENT HOLDINGS LIMITED | Financial Conglomerates | Director/Board Member | |
PUXINSADR | Miscellaneous Commercial Services | Director/Board Member | |
Hongshi Capital Management Co., Ltd. | Director/Board Member | ||
JF WEALTH HOLDINGS LTD | Investment Managers | Director/Board Member | |
Top Ace Asset Management Ltd.
Top Ace Asset Management Ltd. Investment ManagersFinance Top Ace Asset Management Ltd. (Top Ace) is an independent alternative investment management firm headquartered in Hong Kong. The firm was founded by Ya Wei Wang in 2012. Top Ace manages investments of high-net-worth clients. | Investment Managers | Chief Executive Officer | |
Orient Securities Co., Ltd. (Broker) | Investment Banks/Brokers | Analyst-Equity | |
China Life Asset Management Co., Ltd.
China Life Asset Management Co., Ltd. Investment ManagersFinance China Life Asset Management Co., Ltd. (China Life-AM) is the Beijing-based asset management subsidiary of China Life Insurance Co., Ltd. The firm is headquartered in Beijing and was founded in 2003. China Life-AM manages assets for China Life as well as for authorized funds. They also provide consultation on insurance funds management and provide other asset management services in accordance with Chinese law. | Investment Managers | Chief Investment Officer | |
Fullerton Investment Management (Shanghai) Co. Ltd. | Investment Managers | Chief Executive Officer | |
Yuanta Securities Investment Trust Co., Ltd.
Yuanta Securities Investment Trust Co., Ltd. Investment ManagersFinance Yuanta Securities Investment Trust Co., Ltd. (YSIT) is the wholly-owned fund management subsidiary of Yuanta Financial Holding Co. Ltd. (TPE: 2885) in Taiwan. The firm was founded in 1992 and formerly known as First Global Investment Trust Co. Ltd. Headquartered in Taipei, YSIT manages a number of mutual funds for individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
Tsinghua University | College/University | Undergraduate Degree | |
Bentley University | College/University | Masters Business Admin | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
Zhong Ou Asset Management Co., Ltd
Zhong Ou Asset Management Co., Ltd Investment ManagersFinance Zhong Ou Asset Management Co., Ltd. (Zhong Ou AM) is a fund management firm headquartered in Shanghai, China. Formerly known as Lombarda China Fund Management Co., Ltd., the firm was founded in 2006 as a joint venture between UBI, Guodu Securities Co., Ltd., China Private Ventures (Beijing) Ltd. and WinnerKey Investment Co., Ltd. Zhong Ou AM manages mutual funds and provides financial advisory services to both Chinese and global institutional, as well as retail investors. | Investment Managers | Head-Fixed Income Invts | |
Harfor Fund Management Co., Ltd.
Harfor Fund Management Co., Ltd. Investment ManagersFinance Harfor Fund Management Co., Ltd. (HFM), previously known as Huafu Fund Management, is an independent investment management firm which was founded in 2004. Shareholders include Hua An Securities Co., Xingtai Holding and Anhui Guaranty Group. Headquartered in Shanghai, HFM provides financial services to fund holders. They also manage mutual funds and accept direct mandates from individuals and institutions for asset management services. | Investment Managers | Portfolio Manager-Equities | |
HSBC Jintrust Fund Management Co. Ltd.
HSBC Jintrust Fund Management Co. Ltd. Investment ManagersFinance HSBC Jintrust Fund Management Co. Ltd. (HSBC Jintrust) is a mutual fund management firm headquartered in Shanghai, China. The firm was founded in 2005 as a joint venture between HSBC Global Asset Management (formerly HSBC Investments UK Ltd.) and Shanxi Trust and Investment Ltd. HSBC Jintrust provides investment advice services and account management. | Investment Managers | Analyst-Equity | |
Harvest Fund Management Co., Ltd.
Harvest Fund Management Co., Ltd. Investment ManagersFinance Harvest Fund Management Co., Ltd. (HFM) is an independent Chinese investment advisory firm which was founded in 1999. In 2005, they became a joint venture between China Credit Trust Co., Ltd. (40%), Lixin Investment Co., Ltd. (30%) and Deutsche Asset Management Co., Ltd. (30%). Headquartered in Beijing with additional office in Shanghai, the firm offers a range of domestic equity and fixed-income funds for individual, retail, institutional and Enterprise Annuity investors based in China. HFM is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Cina | 36 |
Stati Uniti | 9 |
Taiwan | 3 |
Hong Kong | 3 |
Isole Cayman | 3 |
Settori
Finance | 32 |
Consumer Services | 10 |
Commercial Services | 5 |
Producer Manufacturing | 2 |
Health Services | 2 |
Posizioni
Portfolio Manager-Equities | 81 |
Analyst-Equity | 31 |
Investment Committee Member | 27 |
Portfolio Manager-Fixed Income | 22 |
Director/Board Member | 13 |
Contatti più connessi
Insiders | |
---|---|
Ti Wong | 11 |
Yong Hong Fan | 9 |
Dong Xu | 6 |
Xuehai En | 5 |
Jefferson Zhang | 3 |
Frank Zheng | 3 |
Wei Yan Chen | 3 |
Hao Zhang | 3 |
Hui Liu | 3 |
Di Hu | 3 |
Xiao Xu | 2 |
Zhong Ning Pan | 2 |
Meng Du | 2 |
Xin Yang | 2 |
Quan Sheng Ni | 2 |
- Borsa valori
- Insiders
- Lu Dan Liu
- Connessioni Società