- A-shares, Distribution, Fees, Mutual Funds, Portfolio Advisory, Portfolio manager, regulations
Onshore portfolio advisory
Coming up on two years old, the portfolio advisory pilot program now has over 50 qualified providers. By some estimates, over a million investors have contributed nearly USD8bn to such offerings. But take a closer look, and the development of services leaves much to be desired.
This Strategic Outlook delves into the state of the business today – without a proper policy framework in place – and how it might play out under forthcoming rules. As it stands, the business is struggling to reconcile with deep-seated industry dynamics. Onshore portfolio advisory may offer opportunities for some foreign players, but not the faint of heart.
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