Puhui Wealth Investment Management Co., Ltd. (NASDAQ: PHCF) is a Shanghai-based financial services firm specializing in wealth management and investment advisory. Established in 2016, the company offers a comprehensive suite of products and services designed to meet the needs of both high-net-worth individuals and mass-affluent clients. Its core offerings include portfolio management, private equity and fixed-income investment products, structured investments, mutual fund distribution, and third-party asset allocation services.
The company operates through an integrated model combining digital platforms with a network of physical branches in key Chinese cities, including Shanghai, Beijing, Shenzhen, and Hangzhou. Its proprietary online portal and mobile app provide clients with real-time account access, customized investment recommendations, market research, and risk assessment tools. Offline relationship managers support personalized financial planning and provide in-depth guidance on product selection, tax optimization, and estate planning.
In addition to its domestic footprint, Puhui Wealth has established partnerships with select international asset managers to offer cross-border wealth management solutions. These alliances enable the firm to introduce overseas investment opportunities in North America and Europe, including global equities, real estate funds, and alternative investment vehicles. The company’s emphasis on digital innovation and regulatory compliance has helped it navigate China’s evolving wealth management landscape while maintaining strong client trust and operational transparency.
Leadership at Puhui Wealth includes Chairman Wenhua Xu and Chief Executive Officer Zhiqiang Li, both of whom bring extensive experience in banking and asset management. The executive team also comprises seasoned professionals in risk control, compliance, product development, and technology. Under their guidance, Puhui Wealth continues to expand its service offerings and geographic reach, positioning itself as a premier wealth manager in China’s rapidly growing private wealth sector.
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