建信資產管理(香港)有限公司
CCB Principal Asset Management is a joint venture asset management company established between China Construction Bank (CCB), one of China's largest state-owned banks, and Principal Financial Group, a major US financial services company. The firm manages mutual funds and discretionary investment portfolios, offering a range of equity, fixed income, and balanced investment products. Its client base includes retail investors, institutional investors, and corporate pension funds in both mainland China and Hong Kong. The joint venture combines CCB's extensive distribution network in China with Principal's global asset management expertise.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 9Source firms · arrivals 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LOU Xiaochen 娄晓辰 AdvisingAsset Mgmt | BWR094 | 2025-10-10 | |
| LIANG Gaoxiang 梁高翔 AdvisingAsset Mgmt | BWD038 | 2025-07-17 | |
| GUO Zhen 郭真 AdvisingAsset Mgmt | BNZ011 | 2025-03-03 | |
| YU Yipeng 于毅鵬 AdvisingAsset Mgmt | BQB505 | 2024-08-09 | |
| WEI Ran 魏然 AdvisingAsset Mgmt | BTZ946 | 2023-09-19 | |
| CHEN Xiao 陳曉 AdvisingAsset Mgmt | BFC998 | 2023-01-06 | |
| LIU Kefei 劉克飛 AdvisingAsset Mgmt | BSM349 | 2022-08-03 | |
| CHUNG Wei Lun 鍾維倫 AdvisingAsset Mgmt | BAB187 | 2021-10-07 | |
| CHEN Qing 陳青 AdvisingAsset Mgmt | BCH576 | 2020-12-28 | |
| XU Jing 徐靜 AdvisingAsset Mgmt | BOW742 | 2020-07-07 | |
| LI Bohan 李博涵 AdvisingAsset Mgmt | BOW746 | 2020-07-07 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.