CMB International Asset Management Limited (“CMBIAM”) was incorporated in 2010 as a wholly owned subsidiary of CMB International Capital Corporation Limited and its parent company, China Merchants Bank (CMB). CMBIAM holds the licences for regulated activities under Type 4 (Advising on Securities) and Type 9 (Asset Management) issued by the Securities and Futures Commission of Hong Kong. As a registered Hong Kong investment advisor of Asset Management Association of China, CMBIAM can provide advisory services for securities and asset management institutions in mainland China.
Leveraging our expertise in Asia Pacific markets, CMBIAM’s mission is to provide quality investment products based on various risk profiles, to offer professional investment advisory services and customized asset management services, and to deliver comprehensive solutions for our large and distinguished clientele, including institutions, corporates and high net worth individuals.
Our expertise in cross-border investments (QFII, etc.), Asia Pacific and global capital markets has allowed us to cultivate diversified investment strategies in listed equities and bonds, private equity, fund of funds, and customized investment products in form of funds or discretionary accounts.
Secondary Market Investment
All of our investment professionals have years of investment experience in China, Hong Kong, Asia-Pacific and Global secondary markets. The investment team is responsible for the management of various types of fund products and discretionary accounts, including:
● Fund products: CMBIAM has launched equity funds focusing on Mainland China, Hong Kong and Asia-Pacific markets, and bond funds focusing on the Asia-Pacific and global markets. In addition, the firm offers clients with a series of FOF products that invest in equity funds, bond funds and hedge funds. While managing various fund products, CMBIAM also proactively explores and develops innovative strategies, strengthens the strategic collaboration with well-known onshore and offshore financial institutions, fulfils various investment requirements from different clients by expanding product lines.
● Discretionary accounts: based on the professional insights and all-round customer services, CMBIAM provides customized asset allocation solutions to our corporate and individual clients. Due to our commitment to provide stable investment returns in the long term, we periodically visit our clients and review their investments.
Private Equity Investment (Onshore and Offshore)
The private equity investment business is managed by both onshore and offshore teams with an important mission: contribute to China’s huge and emerging financial markets by leveraging the cross-border integration of commercial and investment banking businesses. CMBI has strategically planned and developed businesses in direct private equity investment, private equity fund management, mezzanine fund management, cross-border financing and other innovative financial services. CMBI is dedicated to establish a high-quality comprehensive investment platform within CMB for both traditional investments and alternative investments.
The onshore team, CMB International Capital Management (Shenzhen) Limited, consists of several investment teams, namely TMT, healthcare, advanced manufacturing, new energy and consumer, etc. The team has established good cooperative relations with the National Social Security Fund (SSF), the Government Guidance Funds of Jiangsu, Hubei, and Shenzhen, as well as state-owned enterprises such as China Telecom Group. The offshore team has commenced private equity business since 2017. As of today, the team has been managing a number of private equity funds.
Both onshore and offshore teams identify the quality investment opportunities promptly by fully leveraging the extensive network built by the parent company CMB and its branches across China and around the globe, the comprehensive platform advantages and strong deal sourcing capability of CMBI’s corporate finance platform, the synergies and financing advantages from both commercial and investment banking business.
Investment Advisory Service
CMBIAM investment advisory business aims to provide institutional clients with professional investment advices, investment solutions and comprehensive platform support services. CMBIAM focuses on customers’ demands, understands their requirements, provides a full spectrum of solutions from investment to operation, and commits to establish a long-term and stable cooperative relationship with our clients.