On March 6, 1998, with the approval of the China Securities Regulatory Commission, Southern Asset Management was founded as one of the first batch of regulated asset management companies in China, marking the beginning of China's "new asset era".

The company has a stable shareholding structure, with the main shareholders: Huatai Securities Co., Ltd. (41.16%), Shenzhen Investment Holdings Co., Ltd. (27.44%), Xiamen International Trust Co., Ltd. (13.72%) and Industrial Securities Co., Ltd. (9.15%).

Southern Asset Management is headquartered in Shenzhen with branch offices in Beijing, Shanghai, Shenzhen, Nanjing, Chengdu and Hefei. It also has two subsidiaries, Southern Capital Management Co., Ltd. (Shenzhen subsidiary) and CSOP Asset Management Limited (Hong Kong subsidiary). CSOP is the first overseas branch approved for a domestic fund company.

Branch office
Shenzhen
Shanghai
Beijing
Nanjing
Chengdu
Hefei
Subsidiary
(hold 100% of shares)
Qianhai
Shenzhen
(hold 52.5% of shares)
Hong Kong
China
Our Achievements
Southern Asset Management has a leading position in terms of asset management scale, cumulative profit, and dividends from its various mutual fund products. The product range covers equity, hybrid, bond, monetary, index, QDII, FOF and more. With 26 years of development, Southern Asset Management has developed into one of the leading fund management companies with diverse products, comprehensive business areas, outstanding operating results and a large AUM scale.
Business Qualifications
2002
One of the first batch of companies that obtained the qualification for National Social Security Fund investment managers.
2007
The first company to obtain QDII fund business qualification.
2011
Its subsidiary CSOP was one of the first batch of companies that obtained RQFII qualification.
2016
One of the first batch of companies that obtained basic pension insurance fund securities investment manager qualification.
2019
One of the first batch of companies that is approved to pilot fund advisory business.
2005
One of the first batch of companies that obtained enterprise annuity investment manager qualification from Ministry of Human Resources and Social Security.
2008
One of the first batch of companies that obtained specific customer asset management business qualification.
2012
Obtained insurance fund investment manager qualification.
2016
Obtained occupational annuity investment management business qualification.
2020
Obtained infrastructure REITs business qualification.