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About the Company

上海百济投资管理有限公司成立于2014年,注册资本1200万元,于2015年获得私募基金管理人资格,2017年取得基金业协会会员资格。公司投研团队在权益类投资领域拥有丰富的投资经验,核心成员均来自保险资产管理机构,曾管理资金规模超过300亿人民币,连续六年平均回报率位列行业首位。团队负责人及投资经理均具有十年以上的投资管理经验,多名团队成员拥有海外留学或工作经历,多人持有注册金融分析师(CFA)、国际金融风险管理师(FRM)等资格证书,丰富的投资经验和多元化的人才储备保障了团队投资业绩的稳健增长。通过有效的风险控制,把握资本市场相对确定的投资机会,实现资产穿越牛熊的复合增长。公司根据不同投资人的风险偏好,专注于为高净值客户、金融机构提供量身定制的稳健型权益类投资产品。

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Operating Status: 开业
Registered Capital: 1,200万(元)
Legal Representative: 杨君谋
Date Established:
Credit Code: 913102300935843153
Registered Address: 上海市嘉定区嘉行公路3188号8幢JT4322室

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