About Us

About Sycamore

We strive to help establish an independent private wealth management segment and effectuate a transformation from the product sales and commission-based services to investment advisory based services in the wealth management industry by empowering the private wealth management companies, asset management companies and family offices in designing and implementing customized wealth solutions and effectively managing the investor relationships.

Mission:
Becoming a trustworthy leader in digital private wealth advisory services in China.
Goal:
By leveraging advanced financial technologies, Sycamore will establish an institutional digital wealth advisory platform to empower private wealth management companies and family offices to develop and streamline customized asset allocation solutions.
Innovation:
Our new business model will help establish an independent private wealth management segment and effectuate a transformation from the product sales and commission-based services to investment advisory based services.
Business Model:
Solving the paint points of private wealth management company and family office in financial product design, selection and post investment management.

Sycamore History

Jan 2016:

Sycamore was founded in Shanghai by renowned financiers Chi-fu Huang, John Meriwether, Bing Liang, and Jeff Li.

Dec 2016:

Launched a AMAC registered China equity long-only private securities fund under Sycamore Asset Management. 

Mar 2017:  

Deployed a proprietary quantitative hedge fund evaluation and asset allocation system CBAAS and started SaaS business. 

Apr 2018:   

Completed Sycamore's asset sale to PingAn Group, Jeff joined Lufax Holdings as the Chief Product Officer. 

Nov 2019:          

Jeff recapitalized Sycamore which then formed a strategic partnership with a US robo-advisory firm to enable retail investors to benefit from institutional-grade investment strategies.

Dec 2019: 

Successfully launched a RMB denominated global multi-asset, multi-strategy FOF.


Founders

Jeff Li

Founder and CEO
Detail

Dr. David Li

Senior Advisor
Detail
The new founders are leaders in academia and the finance and technology industries and also repeat entrepreneurs with many years of management experiences in China and foreign large financial institutions. Under their leadership, Sycamore will quickly leverage resources to bridge the investment gap between China and overseas and maximize its shareholder value.