We provide asset allocation advisory services to Chinese financial institutions. With our extensive experience and network, we are committed to introducing to our investors only those managers and funds whose backgrounds and performance records meet their investment criteria. For investment selection, we commit to rigorous, fundamental due diligence and expert quantitative analysis. Numerous quantitative and qualitative factors are assessed for all potential managers, and only those managers who pass our assessment process with high standards are deemed appropriate for representation by Fulton Global Wealth Management.
After clients make their investments, we continually monitor performance and advise them on whether or not to rebalance their investments based on market conditions. Our mission is to deliver the most advanced proven institutional investment strategies to our clients.
We provide services to U.S. investment funds to promote their financial products in China. Fulton Global Wealth has established good relationships with Chinese financial institutions. We also have a deep understanding of Chinese financial market operations and regulations. We guide U.S. investment funds to apply QDLP (Qualified Domestic Limited Partnership) status step by step in ideal regions, and to identify the right local financial institutions to assist with introductions to local investors.
Since 2013, the Chinese government has placed certain experimental overseas investment policies in certain regions, such as Shanghai, Shenzhen, and Qingdao. They allowed foreign financial institutions to raise money directly in China. While the QDLP program provides a new window of opportunity for both overseas hedge funds and Chinese domestic investors, asset managers need to manage a number of issues. They need to consider the marketing strategy for promoting QDLP products to Chinese investors, and to look into targeted markets such as having a Chinese partner or engaging with distribution channels such as trust institutions, wealth management institutions, etc.
Our strong Chinese connections allow us to dig into these unknown areas and help foreign financial institutions set up their Chinese local branch to raise money directly. We build solid relationships with Chinese financial institutions, whose clients are high net worth Chinese individuals and local financial institutions. We help foreign financial institutions access their target clients through these Chinese financial institutions.