基金高管变动

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汇泉基金“变天”:创始人卸任总经理,“外来者”接任,发展困局如何破|基·本面
Hua Xia Shi Bao· 2025-06-24 23:39
Core Points - The core viewpoint of the article is the recent management changes at Huiquan Fund, with founder and general manager Liang Yongqiang stepping down and being replaced by Chen Hongbin, who is expected to bring various enhancements to the company [2][3]. Management Changes - Liang Yongqiang, a veteran executive and founder, resigned as general manager due to "work adjustments" on June 20 [2]. - Chen Hongbin, who holds a doctorate and has extensive experience across various financial sectors, was appointed as the new general manager on the same date [2][3]. - New deputy general manager Chai Le, who has a master's degree and significant experience in public fund markets, is expected to drive new breakthroughs in market operations [2][4]. Background of New Executives - Chen Hongbin has held positions in insurance, banking, and securities, and is recognized for his deep research background and market reputation [3]. - Chai Le has previously worked in various roles at multiple fund management companies, bringing a wealth of experience to his new position [4]. Shareholding Structure - Huiquan Fund has a concentrated shareholding structure, with major shareholder Yang Yu holding 55.30% of the shares, followed by Liang Yongqiang with 30.00% [4]. Performance and Challenges - Liang Yongqiang remains a significant shareholder and fund manager, focusing on investment work after stepping down from administrative duties [5]. - Despite past successes at Huashang Fund, Liang's performance at Huiquan Fund has been underwhelming, with managed fund assets totaling 1.04 billion and a best tenure return of -35.59% [5][6]. - Huiquan Fund has faced challenges, with its management scale declining from 3.68 billion at the end of 2021 to a low of 2.13 billion by the end of 2023, indicating a significant reduction in size since its inception [7].
方正富邦基金董事长退休离任 年内超过10位公募高层投研退休
Cai Jing Wang· 2025-05-30 03:54
Group 1 - The core point of the article is the announcement of a change in leadership at Fangzheng Fubang Fund, with He Yagang retiring and Li Yan appointed as the new chairman [1][5][6] - He Yagang, who has been in the securities industry for 33 years, served as the chairman of Fangzheng Fubang Fund since July 2017 and retired on May 28, 2025 [5][6] - Li Yan, the new chairman, has extensive experience in the financial sector, having held various senior positions at Ping An Insurance and Fangzheng Securities, and he took office on May 28, 2025 [3][6] Group 2 - Fangzheng Fubang Fund has seen significant growth, with assets increasing from 13.197 billion yuan at the end of 2017 to 72.907 billion yuan by the first quarter of 2025, representing a growth rate of 452% [6] - The fund has developed a strong talent pool, referred to as a "3+4+N" structure, with three chief investment officers leading strategic decision-making [6] - As of the first quarter of 2025, Fangzheng Fubang Fund's fixed income products achieved a return of 11.27% over the past three years, ranking 18th out of 150 in the industry [6] Group 3 - The article highlights a broader trend in the public fund industry, with 158 executive changes reported in 82 companies in 2025, including 31 chairman changes [7] - Reasons for executive turnover include a focus on investment management, performance pressure, and adjustments by shareholders [7] - The retirement of senior executives is becoming more common as many reach retirement age, with over 10 public fund executives having retired or announced their retirement in 2025 [7][9]
华泰柏瑞基金总经理、13年“老将”韩勇卸任,曾推动全市场最大沪深300ETF成立
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-09 13:47
在今年5月4日,华泰柏瑞沪深300ETF迎来成立13周年。如今该基金依然是我国公募市场最大的ETF产 品,截至5月8日的最新规模为3801.23亿元。同时截至今年一季度末,华泰柏瑞的ETF总规模达到 4908.61亿元,全行业排名第3。 公开信息显示,韩勇先后在中国人民大学、中国人民银行总行研究生部、北京大学学习,分别获得经济 学学士、金融学硕士和经济学博士学位。此后,韩勇先后任职于君安证券、华夏证券,以及在中国证券 监督管理委员会从事监管工作,历任副主任科员、主任科员、副处长、处长。 2007年7月,韩勇加入华泰柏瑞基金,并于2011年10月起任公司总经理至今。 在韩勇担任总经理期间,华泰柏瑞基金的总规模及产品矩阵均取得了一系列显著突破。Wind数据显 示,从2011年末至2025年一季度末,公司总管理规模从134.06亿元增长至6526.48亿元,行业排名从第38 位跃升至15位。 其中在韩勇任期内,最"高光"的产品莫过于华泰柏瑞沪深300ETF。2012年4月26日,华泰柏瑞沪深 300ETF作为我国首只T+0跨市场ETF结束募集,规模达到330亿元,成为当时A股历史上募集规模最大的 被动型基金。同年, ...