A complete list of active advisors currently associated with Xinde Asset Management Limited
Warmer can help you find a great advisor at Xinde Asset Management Limited or one who fits your needs even better.
The firm provides discretionary and non-discretionary investment management services to individuals (including high‑net‑worth clients), business entities, families, trusts, estates, pension and profit‑sharing plans, and charitable organizations. Its advisory scope covers a broad range of instruments — public and private equities, corporate and municipal debt, derivatives and options, limited‑partnership real estate or energy interests, mutual funds, and digital assets such as crypto tokens and NFTs. The firm monitors client accounts at least monthly, conducts more detailed reviews quarterly, and meets with clients annually as part of its service model, and it may accept written authority to trade on clients’ behalf. Investment decisions may draw on both fundamental and technical analysis, with strategies that include long‑term holdings, shorter‑term investments and option writing; the firm states it does not primarily pursue high‑frequency trading. What distinguishes the firm from many peers is its mixture of cross‑border and non‑investment business affiliations: it operates alongside an affiliated trust‑and‑company‑service provider and a licensed real‑estate agency, maintains ties to a China‑licensed fund manager, and is connected with a separate law practice, with the firm indicating roughly 30% of time is devoted to trust/company services. The adviser is a single supervised person running a recently established practice with no current AUM, making the combination of solo advisory status and these licensed, cross‑jurisdictional affiliations—and the stated capacity to serve non‑U.S. and certain institutional clients—relatively uncommon among peers.
To learn more about the advisors currently working at Xinde Asset Management Limited, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bonsall, CA
| 4
|
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