What 中邮永安(上海)资产管理有限公司 does

中邮永安(上海)资产管理有限公司 (Zhongyou Yongan (Shanghai) Asset Management Co., Ltd.) is a Shanghai-registered private securities fund manager founded in January 2017, specializing in Fund of Funds (FOF) investment strategies. The company operates as an independent third-party FOF platform, building multi-asset, multi-strategy portfolios by allocating across underlying private fund managers. It serves high-net-worth individuals, family offices, and institutional clients, distributing through securities firms, trust companies, futures firms, third-party wealth managers, and direct sales channels under a 2B/2B2C/2C hybrid model. The company is backed by China Post Group Corporation as actual controller, with co-founding partners including Yong'an Futures, Duhn Capital, and TianTang Silicon Valley.

The firm's product portfolio spans four lines: the Xin'an (鑫安) defensive/CPPI-based "fixed income+" series, the Qianchao (钱潮) steady multi-strategy series, the Zhisheng (致胜) CTA-focused series leveraging managed futures expertise, and the Ruyi/Jinshi/Zunxiang (如意/金石/尊享) customized bespoke series for high-end clients. Representative products include Xin'an #9 (SND446, launched 2020-11-27), Qianchao FOF #5 (SJR407, 2020-02-27), Qiantang Zhisheng #1 (SY9460, 2018-06-25), and Ruyi #88 (SXD202, 2022-08-31). The company has built a proprietary SaaS-based FOF management system (launched April 2017) and a bottom-layer transaction data performance attribution system for multi-dimensional manager and strategy monitoring. As of March 2023, AUM exceeded 4 billion RMB, with professional due diligence conducted on over 2,000 investment advisor firms and a core whitelist of 300+ advisors.

Revenue is generated primarily through recurring management fees on FOF product AUM, supplemented by performance fees where applicable. The company has won multiple industry awards from 2022-2024, including Wind, New Fortune, AMAC, and Pai pai wang recognitions, validating its standing in the Chinese private fund FOF segment. In June 2025, the controlling shareholder within the China Post system was restructured, with Zhongyou Capital Management replacing Beijing Zhongyou Asset Management as direct controlling shareholder; the actual controller, China Post Group Corporation, remained unchanged.

Name

中邮永安(上海)资产管理有限公司

Legal name

中邮永安（上海）资产管理有限公司

Website

https://zyyaam.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Zhongyou Yongan (Shanghai) Asset Management is a China Post Group-affiliated independent third-party private securities FOF manager founded in 2017, managing over 4 billion RMB across four product lines (defensive, multi-strategy, CTA, and customized) for high-net-worth individuals, family offices, and institutional clients, distributed via securities firms, trusts, and wealth managers.

Ownership category

akta.pro rank

Product category

Private Securities FOF Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

akta.pro secondary industry

Primary Fund-of-Funds (Blind-pool FoF) (FSANAGAA)

Keywords

• Fund of funds management
• Private securities investment
• Asset allocation services
• FOF portfolio management
• Multi-strategy investing

Headquarters

HQ city

Shanghai

HQ country

China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. FOF Management Fees: The company generates revenue primarily through management fees from private securities FOF (Fund of Funds) products. As a licensed private securities fund manager, the company collects fees based on assets under management across its multiple product lines.

Go-to-market motion2 records

Distribution channels6 records

Marketing channels3 records

Core offering

中邮永安（上海）资产管理有限公司 operates an independent third-party private securities Fund of Funds (FOF) management platform, offering four core product series — 鑫安 (Xin'an) defensive/fixed-income-plus, 钱潮 (Qianchao) multi-strategy, 致胜 (Zhisheng) CTA, and 如意/金石/尊享 (Ruyi/Jinshi/Zunxiang) customized mandates — that pool capital into underlying private funds selected through quantitative screening and ongoing risk monitoring to serve high-net-worth individuals, families, enterprises, and institutional distribution partners.

Product overview

中邮永安是一家以私募证券FOF（基金中的基金）为主营业务的独立第三方私募证券母基金管理平台。公司构建了四系列核心产品线：防御型/固收+的鑫安系列（采用CPPI配置方法，追求低波动稳定收益）；稳健型多策略的钱潮系列（多资产多策略充分分散配置）；CTA策略的致胜系列（优选管理期货投顾）；以及定制化的如意/金石/尊享系列（为高端客户打造专属配置方案）。公司管理规模超40亿元，覆盖2000余家专业投顾尽调，核心投资白名单300余家。

Differentiator

Problem solved

Functional benefit

Brands

• 鑫安系列: 防御型、'固收+' product line using CPPI allocation method targeting low-volatility and stable returns, with monthly, quarterly, and semi-annual open subscription options.
• 钱潮系列
• 致胜系列
• 如意、金石、尊享系列

Products and services

• 鑫安系列 (Xin'an Series) Defensive, fixed-income-plus FOF product line anchored by the company's first FOF product launched in April 2017 (with later vintages such as 鑫安九号/SND446 issued 2020-11-27); targets risk-sensitive investors seeking stable returns through conservative sub-fund allocations.
• 钱潮系列 (Qianchao Series) Multi-strategy FOF product line (with representative products such as 钱潮FOF五号/SJR407 issued 2020-02-27) that blends multiple private fund strategies to deliver balanced risk-adjusted returns for investors seeking diversification across market-neutral, relative-value, and other alpha strategies.
• 致胜系列 (Zhisheng Series) CTA / managed-futures focused FOF product line (with representative product 钱塘致胜一号/SY9460 issued 2018-06-25) that allocates to trend-following and quantitative commodity-trading-advisor sub-funds, targeting investors seeking exposure to futures-market alpha.
• 如意/金石/尊享系列 (Ruyi / Jinshi / Zunxiang Series) Customized, bespoke FOF mandates (with representative product 如意88号/SXD202 issued 2022-08-31) tailored to the specific risk-return, liquidity, and asset-allocation requirements of high-net-worth families and institutional clients.

Quantifiable outcome

• Multiple products ranked in top-tier positions in industry awards for combination fund categories
• +1 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and major.

• 浙江玉皇山南私募基金管理有限公司coreStrategic or Co-development Partner · 1 January 2017Co-founded by Yong'an Futures, Duhn Capital, and TianTang Silicon Valley, this company is a key founding partner that brings together resources from multiple leading financial institutions. The partnership provides access to futures, commodities, and alternative investment expertise.
• 永安期货coreStrategic or Co-development Partner · 1 January 2017One of the co-founding partners of 浙江玉皇山南私募基金管理有限公司, providing futures market expertise and investment advisory resources to the FOF platform.
• 敦和资管coreStrategic or Co-development Partner · 1 January 2017One of the co-founding partners of 浙江玉皇山南私募基金管理有限公司, contributing multi-strategy investment management expertise.
• 券商 (Securities Firms)majorChannel Partner/ Reseller/ DistributorStrategic partnership with major securities firms for distribution of FOF products and client referrals. Multiple securities firms serve as key distribution partners.
• 信托公司 (Trust Companies)majorChannel Partner/ Reseller/ DistributorStrategic partnership with trust companies for distribution of FOF products to their client base.
• 期货公司 (Futures Companies)majorChannel Partner/ Reseller/ DistributorStrategic partnership with futures companies for distribution of FOF products, particularly CTA strategy products.
• 第三方理财机构 (Third-party Wealth Management Firms)majorChannel Partner/ Reseller/ DistributorStrategic partnership with third-party wealth management firms for distribution of FOF products to high-net-worth clients.
• 家族办公室 (Family Offices)majorChannel Partner/ Reseller/ DistributorStrategic partnership with family offices for providing customized FOF solutions and asset allocation services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• 招商证券 (China Merchants Securities): Large Chinese broker with active private fund FoF and collective product offerings distributed through its wealth management network. Comparable as a channel partner and FoF competitor.
• 广发证券 (GF Securities): Major Chinese broker offering private fund FoF and collective asset management products through its wealth management division. Comparable in product category but operates as part of a large diversified brokerage group.
• 中信证券 (CITIC Securities): China's largest broker with internal FoF and collective asset management products serving institutional and HNW clients. Comparable as a distribution channel and FoF competitor, but part of a much broader securities and investment banking franchise.
• 国泰君安 (Guotai Junan Securities): Top-tier Chinese broker offering collective FoF and asset management products to HNW and institutional clients. Comparable in distribution scale and product category.

Direct peers

• 钜派投资 (Jupai Holdings): China-focused wealth management and private fund FoF distributor serving high-net-worth clients. Comparable multi-manager product structure and reliance on third-party investment advisors.
• 好买财富 (Howbuy Wealth): Chinese private fund research, distribution, and FoF platform with overlapping HNW and family office customer segments. Comparable in combining private fund research, FoF construction, and wealth distribution.
• 诺亚控股 (Noah Holdings): Leading Chinese wealth and asset management group with significant private fund FoF capabilities through affiliates including Gobi Asset. Comparable in serving HNW clients with diversified multi-manager products.
• 歌斐资产 (Gobi Asset Management): One of China's largest private fund FoF managers, also a Noah Holdings subsidiary. Directly comparable multi-manager private securities FoF platform serving high-net-worth and institutional clients with diversified strategy exposure.
• 宜信财富 (CreditEase Wealth Management): Major Chinese private wealth and FoF platform distributing multi-manager investment products to high-net-worth clients. Comparable in target customer base, FoF/multi-manager product structure, and distribution-led go-to-market.

Others

• 朝阳永续 (Amark/Go-goal): China's leading private fund research, data, and awards platform that runs the China Private Fund Cloud Ranking. Comparable ecosystem participant that has hosted some of the subject company's award recognitions and provides research data to FoF managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/%E4%B8%AD%E9%82%AE%E6%B0%B8%E5%AE%89-%E4%B8%8A%E6%B5%B7-%E8%B5%84%E4%BA%A7%E7%AE%A1%E7%90%86%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 中邮永安(上海)资产管理有限公司