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背靠“零售之王”却难享渠道红利,掌门换人、渠道江湖变天,招商基金面临双重突围
Hua Xia Shi Bao· 2025-09-29 12:40
本报(chinatimes.net.cn)记者张玫 北京报道 近日,招商基金完成了一场备受业内关注的高层权力交接,总经理钟文岳开始代任董事长。然而,这位 在招商体系内成长起来的老将,正面临一个严峻的局面。 行业狂飙之际,公司规模逆势缩水,明星基金经理相继出走;更引人深思的是,即便背靠"零售之王"招 商银行,其渠道红利也似乎难以转化为自家的业绩优势。钟文岳面临的,是一场关乎独立发展的艰难大 考。 一人"肩挑三职" 招商基金日前发布高级管理人员变更公告,王小青因工作安排自9月24日起离任董事长,不再转任公司 其他岗位,由公司总经理钟文岳代任董事长一职。 与以往招商银行副行长直接兼任不同,此次王小青离任后,招商基金没有立即宣布新的董事长继任人 选,而是采取了由总经理钟文岳代任的方式。这一安排使得钟文岳成为招商基金罕见的同时肩挑党委书 记、总经理和董事长三职的"掌门人"。 钟文岳是招商体系内成长起来的老将。公开履历显示,其职业生涯始于1992年,曾在中农信福建集团、 申银万国证券、招商银行等机构工作。2015年6月,钟文岳加入招商基金,曾任公司党委副书记、常务 副总经理、财务负责人等职务。在招商基金工作八年后,202 ...
明星经理离任后旗舰产品大跌,宏利基金陷人才流失后遗症
Hua Xia Shi Bao· 2025-06-13 06:56
Core Viewpoint - Manulife Fund is facing significant challenges due to the departure of key investment personnel, leading to a decline in fund performance and investor confidence [1][3][5]. Group 1: Key Personnel Changes - Star fund manager Wang Peng left Manulife Fund in January 2025, resigning from six products, which has raised concerns about the company's investment research capabilities [3][5]. - Wang Peng's successor, Zhuang Tengfei, also left shortly after taking over, indicating instability within the management team [1][3]. - Former General Manager Gao Guixin transitioned to a new role within two years, further highlighting the turnover in leadership [3]. Group 2: Fund Performance - After Wang Peng's departure, the flagship product "Manulife Transformation Opportunity" managed by Meng Jie saw a net value drop of nearly 14%, with assets decreasing by 20% [1][6]. - Meng Jie, who took over on January 23, 2025, managed to increase the total assets under management from approximately 2 billion to over 5 billion, but the performance has been disappointing [6][7]. - The "Manulife Wise and Steady Mixed Fund" managed by Meng Jie has also reported continuous losses from 2022 to 2024, with poor rankings among peers [8][10]. Group 3: Historical Context - Manulife Fund, established in 2002, was one of the first joint venture fund management companies in China, transitioning to a wholly foreign-owned entity in 2022 [4][3]. - The shift in ownership structure reflects broader trends in the Chinese fund industry, where many joint ventures have moved to foreign ownership following the lifting of restrictions on foreign stakes [4].