Shanghai Guotai Junan Securities Asset Management Co.

What Shanghai Guotai Junan Securities Asset Management Co. does

Shanghai Guotai Junan Securities Asset Management Co. is a China-based private asset management firm founded in 2010, headquartered in Jingan, Shanghai, with an employee base of 51-100. The company provides asset management and investment services, and its operating web presence is aligned with the 'Guotai Haitong Asset Management' (国泰海通资管) brand at gthtzg.com — consistent with the entity functioning within the Guotai Haitong Securities group that emerged from the 2024 merger of Guotai Securities and Haitong Securities in China. The firm holds the implicit regulatory standing of a securities-affiliated asset manager, operating in the CSRC-licensed segment of China's asset management industry.

As a subsidiary-tier investment manager within a major Chinese securities group, the firm's business model is plausibly structured around management fees on investment products distributed through the parent brokerage channel, though specific product catalogues (mutual funds, separately managed accounts, private funds, pension mandates), AUM figures, client segments (retail vs. institutional vs. HNW), fee mechanics, and GTM details are not disclosed in the available source material.

The supplied data set is notably thin and limits full diligence: no products-and-services breakdown, no named customers, no disclosed revenue, AUM or funding history, no management team roster, no M&A activity, no technology or AI stack, and no certifications appear. The company's website returned a 'Loading...' state during source capture, precluding primary verification of product catalogue, fund lineup, and current operating footprint; investors should source additional primary disclosures before underwriting any forward view.

Name

Shanghai Guotai Junan Securities Asset Management Co.

Website

https://gtjazg.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

Shanghai Guotai Junan Securities Asset Management Co. is a China-based asset management firm founded in 2010, providing investment management services through the Guotai Haitong Asset Management brand to investors in Shanghai.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

akta.pro secondary industry

Sector/Thematic Equity (Active) (FSAAAIAG)

Keywords

• Asset management services
• Investment management
• Securities asset management
• Portfolio management
• Investment advisory

Headquarters

HQ city

Jingan

HQ country

China

HQ region

Asia

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Core offering

Shanghai Guotai Junan Securities Asset Management Co. provides securities asset management services under the Guotai Haitong Asset Management (国泰海通资管) brand. The firm manages investment portfolios and delivers asset management solutions to qualifying investor clients within China's securities asset management regulatory framework, operating as the asset management subsidiary of Guotai Haitong Securities.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights2 records

Direct peers

• China Southern Asset Management (南方基金): Major Chinese mutual fund manager with diversified active strategies. Comparable as a domestic asset manager competing for the same retail and institutional AUM pools.
• Harvest Fund Management (嘉实基金): Top-tier Chinese mutual fund manager with broad active and passive product offerings. Comparable as a major domestic competitor targeting similar institutional and retail asset pools.
• Bosera Asset Management (博时基金): One of China's earliest and largest fund managers, with full-service active and institutional offerings. Directly comparable across product mix, target clients, and regulatory positioning.
• E Fund Management Co. (易方达基金): China's largest asset manager by AUM. Directly comparable given its scale in active management of equity, fixed income, and multi-asset portfolios for Chinese institutional and retail clients.
• GF Fund Management Co. (广发基金): A leading Chinese public fund manager affiliated with GF Securities. Directly comparable as a securities-affiliated Chinese asset manager offering active mutual funds and institutional mandates.
• Hua Tai Berry Asset Management (华泰柏瑞基金): Asset management joint venture of Huatai Securities, one of China's top brokerages. Comparable as a securities-affiliated Chinese AM firm with similar distribution and product positioning.
• China Asset Management Co. (华夏基金): One of China's largest public fund managers, headquartered in Beijing. Directly comparable as a major mainland China asset management firm competing for institutional and retail AUM across active equity, fixed income, and multi-asset strategies.
• Yinhua Fund Management (银华基金): Mid-to-large Chinese mutual fund manager. Comparable as a domestic active manager with overlapping product mix and target client segments.
• Shenwan Hongyuan Asset Management (申万宏源资管): Asset management subsidiary of Shenwan Hongyuan Securities, another major Chinese securities firm formed via merger. Closely comparable as a sibling securities-affiliated AM business facing similar post-merger integration dynamics.

Broad incumbents

• China International Capital Corporation Asset Management (中金公司资管): Asset management arm of CICC, a top-tier Chinese investment bank. Comparable as a securities-affiliated institutional asset manager with strong institutional client base and cross-border capabilities.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shanghai Guotai Junan Securities Asset Management Co.