8月20日，笔者从汇华理财方面确认，前博时基金董事总经理兼年金投资部总经理杨帆将担任汇华理 财有限公司副总经理并兼任首席投资官，该项任命将在完成内部公司治理程序并取得监管批准后正 式生效。 有资料显示，杨帆是近年来从头部公募基金加盟理财公司级别最高、资历最深的一位。在 加盟汇华理财之前，杨帆在博时基金担任董事总经理兼年金投资部总经理、年金投资部投 资 总 监 。 博 时 基 金 是 国 内 养 老 金 管 理 规 模 最 大 的 基 金 公 司 之 一 ， 而 根 据 其 公 开 披 露 的 数 据，截至今年一季度末，博时基金企业年金管理规模高达5 3 9 . 6 3亿元。他也曾担任富国基 金专户投资部副总经理、年金权益投资经理，海富通基金专户权益投资经理，主要从事绝 对收益的权益投资工作。 在人才布局上，汇华理财从理财公司、年金、险资引入擅长大类配置和绝对收益的人才， 投研团队持续扩充。目前，汇华理财打造了一支既了解本土市场也兼具全球视野的团队。 团队中既有具备顶尖外资金融机构工作经验的跨境投资、衍生品投资交易、风险管理、合 规管理、人力资源管理等全球性人才，也有具备本地化经验的本土固定收益投资、权益投 资 ...

Core Viewpoint - Yang Fan, a former executive at Bosera Funds, is set to join Huizhong Wealth Management as Deputy General Manager and Chief Investment Officer, pending internal procedures and regulatory approval [1][2]. Company Overview - Huizhong Wealth Management is China's first foreign-controlled joint venture wealth management company, with 55% ownership by European asset management giant Amundi and 45% by Bank of China Wealth Management. The company was established on September 30, 2020, with a registered capital of 1 billion RMB [1]. Management Changes - Yang Fan previously held significant roles at Bosera Funds, including Managing Director and Head of Pension Investment, and has extensive experience in absolute return equity investment [2]. - The company has seen a series of leadership changes, with Wang Qian, who has a strong background in asset management, appointed as General Manager in March 2024 [5]. Investment Strategy - Yang Fan will lead the investment research team to enhance asset allocation capabilities and leverage his experience in managing "fixed income plus" pension portfolios, aligning with Huizhong's focus on absolute returns [3]. - Huizhong emphasizes a top-down asset allocation approach, complemented by bottom-up stock selection to enhance returns [3]. Product Development - Huizhong Wealth Management has developed a product brand system called "Global Navigation," which includes four sub-series aimed at achieving absolute return objectives [5]. - The company is also focused on cross-border wealth management and has launched a series of dollar-denominated wealth management products [6]. Performance Metrics - As of August 15, Huizhong's mixed-asset wealth management products had a one-year annualized return of 14.64%, ranking it among the top performers in the industry [7]. - The company's current management scale is approximately 28 billion RMB, showing significant growth compared to the beginning of the year, although it has decreased from its peak [7]. Distribution Channels - Huizhong is actively expanding its distribution channels beyond its parent bank, having signed agency sales agreements with several banks, including Bank of China and Standard Chartered Bank (China) [7].

Core Viewpoint - Yang Fan, a former executive from Bosera Fund, is set to join Huizhong Wealth Management as Deputy General Manager and Chief Investment Officer, pending internal procedures and regulatory approval [2][4]. Company Overview - Huizhong Wealth Management is China's first foreign-controlled joint wealth management company, with European asset management giant Amundi holding 55% and Bank of China Wealth Management holding 45% of the shares. The company was established on September 30, 2020, with a registered capital of 1 billion RMB [2][4]. Leadership Changes - Yang Fan has extensive experience in pension account investment management, which aligns with Huizhong's focus on absolute returns and asset allocation. The company has seen several leadership changes, including the recent appointment of Wang Qian, who previously led Qingyin Wealth Management with significant asset management experience [4][7]. Investment Strategy - Huizhong Wealth Management emphasizes a top-down asset allocation approach, complemented by bottom-up stock selection to enhance returns. Yang Fan's expertise in "absolute return" strategies will be leveraged to strengthen the company's asset allocation capabilities [4][9]. Product Development - The company has launched a product brand system called "Global Navigation," which includes four sub-series focused on absolute returns. These products aim to provide stable returns and emphasize asset quality and liquidity management [7][8]. Performance Metrics - As of August 15, Huizhong Wealth Management's mixed wealth management products had a weighted average annualized return of 9.57% over the past six months and 14.64% over the past year, indicating competitive performance in the market [9][10]. Growth and Challenges - The current management scale of Huizhong Wealth Management is approximately 28 billion RMB, showing significant growth since the beginning of the year, although it has decreased from its peak. The company is actively expanding its distribution channels through partnerships with various banks [10].