Asset Pro Group Holdings Ltd.
Sector: Financial Services
Sub-Industry: Wealth Management
Asset Pro is a leading technology platform in China that facilitates overseas asset and service transactions. Utilizing its technological capabilities, the company collaborates with advisors, who are primarily individual financial advisors, to help overseas asset and service providers reach more target investors, optimize product offerings, improve marketing efficiency and ultimately increase sales.
Founded in 2013, Asset Pro's SaaS solutions cover nearly all the elements of advisors' interactions with clients, including business development, product screening, data collection & analytics, CRM and support services. Through Asset Pro's app, advisors can optimize their targeted marketing and manage their business by providing personalized product recommendations through its proprietary data analytics engine.
Asset Pro said it aims to empower advisors to become more efficient and productive as they utilize and rely on the transaction management and tracking system.
Additionally, Asset Pro has launched a new initiative to invest in the key players of the wealth-technology ecosystem.
Looking ahead, the company said it will continue to seek strategic investment opportunities in wealth management institutions and businesses that will create sustainable synergy with Asset Pro. It said it aims to provide these companies with multi-dimensional support in terms of capital and resources to further strengthen its leadership position in this ecosystem.
Suite 810-811, Block W3
Mr. Chao Zhu, Founder and CEO
Prior to founding Asset Pro, Chao Zhu served at JP Morgan Chase in London and as an associate at the investment banking division of the Royal Bank of Scotland Group, focusing on mergers, acquisitions and bond offerings. In 2018, Mr. Zhu was recognized by Forbes Magazine as one of the “Forbes 30 Under 30” awardees in China. Mr. Zhu holds a Bachelor of Arts from DePauw University.
Mr. Hai Huang, Co-founder and CFO
Prior to Asset Pro, Hai Huang served as an associate at the institutional equity division at Morgan Stanley, focusing on structured financial products. In 2017, Mr. Huang was recognized by Forbes Magazine as one of the “Forbes 30 Under 30” awardees in China. Mr. Huang holds a Bachelor of Science from the University of Michigan and a Master’s in Operations Research and Information Engineering from Cornell University.
Mr. Kai Xie, CSO
Prior to joining Asset Pro, Kai Xie served as the chief investment director at Suzhou Tianchen Investment Management Ltd. and as an analyst at Morgan Stanley Huaxin Securities Co. Ltd. Mr. Xie holds a Bachelor’s in Industrial Engineering from Tshinghua University and a Master’s in Engineering Management from Duke University.
Mr. Daniel McNamara, Head of International Business Development
Daniel McNamara has more than 30 years of experience in financial service and has held leadership roles at various renowned financial service providers in North America and Asia. Prior to joining Asset Pro, Mr. McNamara served as the Head of U.S. Financial Institutions Group at BMO Capital Markets from 2013 to 2019. His prior roles also include Co-Head of Investment Banking for Asia-Pacific at Citigroup and Global Co-Head of the Financial Institutions Group (ex-Japan) at Nomura. Mr. McNamara holds a Bachelor of Science from Georgetown University and an MBA from the Wharton School of the University of Pennsylvania.
Mr. Yue Zhou, Head of Data & Analytics
Prior to joining Asset Pro, Yue Zhou served as an associate at the Institutional Clients Group at Citigroup Global Markets Inc., focusing on quantitative analysis. Mr. Zhou holds a Bachelor’s in Electrical Engineering from the University of Michigan and a Master’s in Management Science and Engineering from Stanford University.
In the United States:
Oliver Yucheng Chen
Co chief financial officer
Ms Fanjing Gui