Hywin Wealth was established in Lujiazui, Shanghai to provide asset allocation and investment services to high-net-worth clients.
Hywin Wealth expanded its presence beyond Shanghai to Suzhou, Shenzhen, Taiyuan and Nanjing to serve over 10,000 HNW customers.
Hywin continued to expand its business. One of its subsidiaries - Hywin HK - obtained Types 4, 5, 9 licenses from the SFC (Securities and Futures Commission) of Hong Kong.
Hywin since then has leveraged its Hong Kong platform to deliver investment advisory, investment management, family advisory and insurance brokering services to HNW and UHNW clients in Greater China and beyond.
Hywin Fund Distribution Co., Ltd., a wholly-owned subsidiary of Hywin Wealth, was approved to conduct securities and futures business by the China Securities Regulatory Commission.
Hywin Wealth joined hands with McKinsey to develop long-term strategies.
Hywin Fund Distribution Co., Ltd. became a member of the Asset Management Association of China.
Hywin started to operate in the US and UK as part of an effort to extend its proposition to global HNW and UHNW clients;
In the same year, Hywin Wealth Family Office was launched as a sub-brand to provide family advisory and succession planning to dynastic families
Hywin Wealth relocated its headquarters to the core area of Lujiazui Finance District of Shanghai, a move that underscored Hywin's strengths and aspiration;
Hywin Education, dedicated to investor education and second-generation initiatives, was established.
Hywin Wealth joined hands with Roland Berger, an internationally-renowned consulting company, to formulate a new five-year strategy.
Hywin Wealth was awarded "2018 China's Top 5 Most Competitive Wealth Management Institution" by a leading publication;
Hywin Wealth established strategic partnership with VP Bank, a world-renowned international private bank, to jointly serve Chinese clientele and explore the global market.
Hywin Wealth builds stereoscopic development pattern of "one headquarters and two strategic sub-centers ".
Hywin Wealth was invited to be the chief partner of "Wealth Briefing 2020 Asia Awards".