(In no particular order)
CPIC Investment Management (H.K.) C Ltd.
At the close of 2021, BIPPO Group welcomed yet another milestone. China Pacific Insurance Group’s asset-management subsidiary, CPIC Investment Management (H.K.) Company Limited (“CPIC IM (HK)”) has entered into an agreement with BIPPO to serve as the Group’s newly appointed Greater China Investment Manager.
BIPPO Group aims to leverage CPIC IM (HK)’s proven ability to generate stable medium- to long-term returns for insurance capital, along with its strong risk management expertise, to provide BIPPO Family Office trust clients with bespoke equity, fixed income, and hybrid portfolio investment and wealth management solutions — unlocking the investment potential of the Greater China region with precision and prudence.
CPIC IMHK leverages the asset allocation capabilities of insurance capital from a global perspective, focusing on fixed income, equity and alternative investments to provide customers with a wide range of asset management and investment advisory services across traditional assets and virtual assets.
The company launched a tokenised USD money market fund, CPIC Estable Money Market Fund, in March 2025, which is a private fund operating under Hong Kong’s open-ended fund companies (OFC) structure regulated by the SFC, and is exclusively available for professional investors.
PICTET Asset Management
In September 2022, BIPPO entered into an investment and asset management cooperation agreement with Pictet Asset Management, a subsidiary of the Pictet Group, which boasts a heritage of more than 200 years in Switzerland.
The addition of Pictet Asset Management will greatly enhance BIPPO’s capabilities in trust asset allocation across key ESG investment themes — including green and clean energy, water resources, and global environmental sustainability — while strengthening its access to multi-asset and total return strategies in the European market. Through this partnership, BIPPO aims to provide its trust clients with broader, cost-efficient, and stable global investment options, further diversifying risk and reinforcing its commitment to responsible, forward-looking wealth management.
Pictet Asset Management has 18 business-development centres globally, including in Asia (Tokyo, Hong Kong, Singapore, Osaka, Taiwan and Shanghai). The firm’s four core investment strengths are thematic investing, multi-asset strategies, emerging markets and total-return strategies.
Thematic Equity Investment Capabilities of Pictet Asset Management
• With nearly 30 years of experience in the thematic-equity space, its thematic asset-management book stood at about USD 70 billion as of 31 July 2022. The firm launched its first thematic strategy in 1995 (focused on biotechnology), followed in 2000 by a water-resources theme (one of the earliest in the market), and has since added strategies in clean energy, global environmental stocks, premium brand selection and more. The group now offers 15 thematic-equity strategies: 13 single-theme strategies covering multiple themes, and two strategies covering all themes.
• According to the March 24 2022 “Global Thematic Fund Report” by Morningstar, Pictet Asset Management ranked as the largest thematic-equity fund manager globally by assets under management as of end-2021.
Iu, Lai, Li Solicitors & Notaries
In May 2023， BIPPO officially signed a strategic cooperation agreement with IU, LAI & LI Solicitors & Notaries, marking the formal establishment of a long-term collaborative partnership.
The signing of this strategic cooperation agreement represents a key step in optimising the strategic alignment between the two firms, fostering complementary strengths and synergies. Together, BIPPO Family Office and IU, LAI & LI Solicitors & Notaries will continue to expand across the Greater China region, offering end-to-end family wealth services — from strategic planning to long-term management — and helping high-net-worth clients in Hong Kong and Mainland China achieve forward-looking and sustainable family wealth planning.
Today, the Firm has established itself as a law firm with substantial practice in all aspects of Hong Kong law. Many clients of the Firm are listed companies in Hong Kong and overseas, which include developers, banks and financial institutions, media, manufacturers, hoteliers, contractors and real estate agents.
The Firm has embarked actively on a move to expand in the Mainland China market as part of a continuing effort to provide clients with a broad range of services.
With lawyers and other staff of over 100, the Firm is well equipped to provide clients with professional advice and guidance on all kinds of businesses and legal issues.
尚渤投資管理有限公司
2021年6月，樂山集團與尚渤投資達成戰略合作。
尚渤投資將於私人財富架構、投資組合定制、專戶管理服務等方面為樂山提供強大助力，為樂山客戶提供頂級的海外財富管理管家式尊尚服務和全球優選金融資產組合。尚渤投資將依據樂山集團客户的風險收益偏好，基於內部頂尖團隊的專業背景和優質資源，逐一提供定制化的投資方案及產品策略，並配合樂山集團的要求，共同爲每位樂山客戶提供投資專戶管理。其中包括：
- 協助搭建和完善信托資產的投資指引；
- 提供投資管理和咨詢服務；
- 根據專戶投資指引進行交易執行
- 定期提供市場動態和投資建議更新；
- 定期提供投資組合的審查和報告等。
尚渤總部位於美國新墨西哥州首府聖塔菲，在倫敦、香港與上海分別設有全資子公司。
尚渤投資所做的事同其他眾多資管機構一樣，而令尚渤脫穎而出的區別在於如何去做——如何思考、如何進行投資、以及如何構建協作型團隊。
(In no particular order)
