”Britain is currently undergoing a transition in the demographic structure and economic development direction, and it is urgent to find new sources of investment to fill the gap. At the same time, with the policy changes, it is expected that M&A opportunities in the UK and other overseas markets will also increase. Britain’s rich talent pool and new autonomy after Brexit will provide more opportunities for China enterprises. ” Recently, when talking about the changes and opportunities in the overseas asset allocation market, Xia Yuchen, the founder of Xinhongrui Asset Management Co., Ltd., told the china securities journal reporter.Hope for the future 喵喵出海 It can achieve rapid and stable development and serve social development and people’s needs well. https://www.mailpowering.com
In Xia Yuxi’s view, in 2017, Britain officially left the European Union, and there was a big capital vacuum in the market, which urgently needed market capital injection outside the EU. Britain’s good foundation in talent pool, education foundation and financial market development also provides many good investment opportunities for the outside world.
Customize global asset allocation scheme
In recent years, cross-border investment has become an important way for many enterprises and individuals to maintain and increase their assets. For Chinese investors, it is very important to find suitable investment opportunities and effectively manage risks in the complex international market. According to public information, Xinhongrui mainly provides diversified overseas investment services for investors, and its positioning is to build a bridge connecting the world and the British capital market.
According to reports, before the establishment of Xinhongrui, Xia Yuxi worked as a multi-asset portfolio manager at BlackRock’s European headquarters, one of the largest asset management groups in the world; After leaving BlackRock, he held an important position in Moneyfarm, a well-known intelligent investment company in Europe.
With more than 15 years’ working experience in global asset management, Xia Yuchen found that there is a lack of Chinese-led investment institutions in the British Chinese community. Apart from the leading enterprises in various industries, it is very difficult for many enterprises and individuals from Greater China to deeply cut into the British capital market. “It is precisely by observing this situation that I decided to set up a Chinese-led compliance professional organization, which can provide high-quality financial services, meet customers’ individual needs, and have unique investment channels and market access in the UK, that is, now Xinhongrui. It is hoped that through localized vision and experience, the global customer base in Greater China will be provided with deep access to British and global assets, and professional and customized investment and risk management services will be realized. ” Xia Yuxi said.
In fact, with the expectation of long-term downward interest rate and the macro background of aging population, the diversification trend of personal asset allocation has gradually become prominent.
In this direction, Xinhongrui’s asset management business presents the characteristics of global allocation and risk dispersion. The investment targets cover global equity investment, fixed income investment and foreign exchange trading, and at the same time invest in various ETF products, mutual funds, structured products and financial derivatives. Trading covers assets such as tradable foreign exchange, foreign exchange options, contracts for differences (CFDs), stocks, exchange traded funds (ETFs), futures, listed options and bonds in 125 exchanges around the world.
Facing the complicated large-scale assets, especially equity assets, in the markets of major economies around the world, Xinhongrui has also formed a special style of play. “We have a systematic quantitative framework, and we have our own unique algorithms and models from stock selection to asset allocation.” Xia Yuxi introduced that on the whole, Xinhongrui’s asset management business is mainly based on the quantitative methods developed by the company, supplemented by professional consulting teams in various fields for market analysis and investment planning. Macroscopically, the company attaches importance to the judgment of monetary policy and market trends of major economies, which are mostly based on data and industry discussions. Specific to asset allocation and stock selection, it relies more on quantitative models to reduce human interference, ensure stable investment preservation, and provide performance increment through focused layout of sub-sectors.
At the risk control level at the other end of the asset management business, Xinhongrui is also very strict. “We are well aware of the complexity and high risk of overseas investment, so we put risk control in the first place.” Xia Yuchen said that in terms of market risk, Xinhongrui uses a variety of models and databases to monitor and evaluate customers’ portfolios to ensure that they fluctuate within the controllable range. Once the market fluctuates greatly or customers lose more than expected, the company will communicate with customers in time and take measures to deal with it. In addition, the portfolio is re-evaluated and adjusted regularly to ensure that the investment strategy is continuously optimized and adapted to market changes.
Help Chinese investors penetrate the global market.
In addition to cross-border financial management and cross-border asset management, the business and investment activities of “going out” are also increasing.
”Compared with 2017 when Xinhongrui was founded, the global market has changed significantly, and the global asset allocation needs of customers from all over the world are increasingly strong.” Xia Yuchen said that customers with global asset allocation needs not only care about the safety of assets, but also pay more attention to maintaining assets through long-term investment, thus stimulating the development and growth of their business.
Based on the localized understanding of overseas markets such as Britain and the strong overseas investment demand of global investors, Xinhongrui provides investment banking services including various consultants and executives to help Chinese investors penetrate the global market.
According to Xia Yuchen, as an international financial center in the UK, Xinhongrui can play a “springboard” role for enterprises to expand their business in Asia and the world, provide support in cross-border mergers and acquisitions, investment and financing, listing and marketing, or provide technical and professional support for investment management and product development for various financial institutions including asset management companies, family offices and private banks, and formulate market expansion and growth strategies. At the same time, Xinhongrui also pays attention to emerging investment fields and technology trends for a long time, such as artificial intelligence and new energy, aiming at providing forward-looking investment advice for customers’ investment and financing or other business activities.
”Traditional Chinese high-net-worth people have always preferred tangible assets, such as real estate and gold. But at the same time, the growing number of emerging high-net-worth people can not be ignored. They usually accumulate wealth from technology-related business activities. In contrast, a new generation of investors pay more attention to startups and development prospects, are willing to take higher risks, and tend to diversify their investments in multiple companies, such as showing strong interest in emerging fields such as AI. ” In Xia Yuchen’s view, the changes in the investment concept of high-net-worth individuals in domestic and foreign markets are profoundly affecting the market trend, and will bring strong driving force to domestic and overseas investment in the future.