Andy Lee
President of Guolin Xingye Asset Management Co., Ltd
With a bachelor's degree in management from central university of finance and economics, he has worked in large commercial banks and third-party wealth management groups, and has a solid and profound professional in investment consulting and wealth management consulting.
Familiar with national financial laws and regulations, guarantee law, company law, contract law and other relevant laws and regulations and policies, proficient in the structural design and operation rules of various types of products, has a deep understanding and rich practice of the operation of trust, asset management, private equity funds and other products, has the ability of comprehensive operation data analysis, operation strategy optimization, crisis foresight, etc., and has a good knowledge system of enterprise operation and financial management.
Guolin Xingye is a group company under the leadership of state-owned shareholders to promote scientific and technological innovation and industrial development with diversified financial services, and is a wholly-owned subsidiary of Qingdao Guolin Holding Group Co., Ltd. with a registered capital of 50 million yuan. The main business scope covers more than ten business areas such as investment management, asset management, investment consulting, and enterprise management consulting. Guolin Xingye has always closely followed the established guidelines and policies of the country, adhered to reform, dared to innovate, continuously optimized the enterprise structure, improved the business layout, and continuously adjusted the development direction to help the rapid and high-quality development of the national economy. Guolin Xingye fully integrates government industrial resources and market forces, builds a diversified investment platform and a comprehensive financial service platform, and continues to deepen the three core businesses of "industrial promotion, industrial investment and financial services". Since its inception, the company has been steady and compliant development, strictly abide by the bottom line of financial prevention and control, help customers increase their wealth, always ranked among the top in the asset management industry rankings, and has won many honors such as "Excellent Asset Management Institution", "China's Most Powerful Asset Allocation Institution", "Most Valuable Growth Award" and so on. Of course, these are inseparable from the senior leaders who manage the company.
As the president of Guolin Xingye Asset Management Co., Ltd., Andy Lee is responsible for the approval and coordination of the company's overall project, the promotion and expansion of the business, and has carried out many practices and explorations around business innovation, led the core management team to cut through thorns and thorns, and successfully explored a set of "Tao" and "Technique" suitable for the steady development of Guolin Xingye in the jungle of the asset management industry, which has also become an important leading force for the continuous development and growth of Guolin Xingye. At the "2020 China Economic Summit Forum and the 18th Annual Conference of Chinese Economic Figures", it was also fully recognized by the China Association for Asian Economic Development, The Global Times and other media for its outstanding performance, and won the honorary title of "Outstanding Figure of China economy in the new era".
"In asset management, the technique is not difficult, the most difficult is the Tao." Andy Lee said that technique is the methodology, and the tao is the direction, which determines whether you are on the right path at the beginning. "It can make money for customers and profit for the company" is Andy Lee's choice in the asset management industry.
That's what he said and that's what he did.
At present, Guolin Xingye and related industry partners, branches and service outlets have successfully laid out five major regions such as North China, Northeast China, East China, Central China, and South China; its institutions have provided investment and financing system solutions for nearly 200,000 enterprises, provided large-scale asset allocation and private banking services for more than 50,000 individual investors and families, and provided exclusive asset preservation for financial consumers from all over the world, different ages and economic classes in the motherland. Value-added and wealth management service system.
But to always be on the right path is not without stress. During the sudden COVID-19 epidemic in 2020, in the face of downward pressure on the global economy and the overall sluggish domestic financial environment, Andy Lee led the Guolin Xingye team to break through the siege, doubling the performance and increasing profits by nearly 80% compared with 2019.
As a practitioner who has been deeply involved in the financial industry for a long time, he has always adhered to the prudent attitude of "doing something and not doing something", abandoning the speculative profit-seeking behavior of "taking no way", leading Guolin Xingye to uphold long-term, steady and compliant continuous market behavior, and is committed to building Guolin Xingye into a bridge and benchmark for serving the real economy.
The "way" of the steady development of Guolin Xingye - operation risk control and dual-core drive
Under today's increasingly stringent new asset management regulations, it has become the consensus of the industry to optimize assets and strictly control the financial bottom line.
Since its establishment, Guolin Xingye has continuously strengthened the risk control and compliance construction system, and consolidated the underlying assets. It has always focused on the three core businesses of "industrial promotion, industrial investment and financial services", served the national strategy, and practiced the responsibilities of state-owned enterprises in a down-to-earth manner. All products of Guolin Xingye have obtained the approval and filing of the relevant national regulatory departments, legal compliance, which has become the evidence of the original intention of "financial capital to promote the development of the real economy", and is also an effective weapon for every customer who trusts Guolin Xingye to increase the value of assets! This is also in line with Andy Lee's original intention since he went all the way.
In the capital markets, there is a very simple "methodology" – honesty is one of the best strategies. For investors, if we hold honesty in our left hand and patience in our right hand, we will benefit immensely. Honesty and patience need a strong mechanism to protect in asset management institutions. Andy Lee said.
In addition to optimizing assets and strictly controlling the financial bottom line, Andy Lee also put forward many constructive suggestions for the future development of Guolin Xingye, and the five core concepts he proposed to adhere to accurately guided the way forward for the company to better carry out business.
• Adhere to the core concept of "operation" + "risk control" dual-core drive model
Guided by national policies and supported by professional research and operation teams, Guolin Xingye enhances the value of the real industry with scientific capital operation, promotes the synergy of industry and finance, and helps the transformation and upgrading of the real industry.
• Adhere to the investment concept of value investment, explore the source of industrial value, and enhance the return on industrial value
Keep the original intention and adhere to the concept of value investment. Andy Lee led the team to continuously explore the source of industrial value, enhance the return of industrial value, and strive to achieve the core purpose of industrial investment to drive the development of the real economy.
• Adhere to the value concept of combining forces to be wide and stable and far-reaching
"Heli Road Is Wide, Steady and Far-reaching" is Andy Lee's persistent pursuit of value concepts, and it is also the core of the development of enterprises. He led Guolin Xingye to always adhere to the "four reverences: reverence for the market, reverence for the rule of law, reverence for the profession, reverence for risk", so as to enhance the value of stability, serve the real economy, give play to the ability to combine industry and finance, provide a steady stream of power for industrial upgrading, and enhance industrial value.
• Adhere to the operating philosophy of "compliance creates value"
Adhering to the core concept of "compliance creates value", Andy Lee led Guolin Xingye to combine the concept of compliance with the concept of operation, continuously improve the company's level of operation according to law, and promote the steady development of various businesses.
• Adhere to the risk control concept of "risk control embedded in business, risk control independent and prudent, legal compliance, sincerity and specialization"
1) Risk control embedded business: Andy Lee proposed to improve the interactive relationship between risk control and business development, actively adapt to regulatory requirements, enhance the pertinence, synchronization and effectiveness of Guolin Xingye's internal supervision, so that business implementation and risk control management are interlinked, and the concept of risk control is deeply rooted in it.
2) Risk control independent and prudent: maintain a rigorous and neutral attitude, supervise business development, focus on risk identification and screening, Andy Lee established and clarified the business process and clear evaluation standards, and strives to maintain the risk barrier with a professional team and a sound management system.
3) Legal compliance: Laws and regulations are the bottom line of business operations, and the risk control system is the guard of the company's bottom line. To avoid compliance risks, the emphasis is on construction, and the key lies in implementation.
4) Sincerity and dedication: Guolin Xingye always adheres to the concept of putting the interests of customers first, maximizes risk avoidance for customers with a diligent and conscientious attitude, actively fulfills disclosure obligations, and also gathers high-quality teams and professional management to continuously help customers increase their wealth.
The "art" of the steady development of Guolin Xingye - knowing people and being good at their responsibilities and strategizing
"We must serve customers well externally, and we must also serve the team internally." Andy Lee said.
The team is the company's first productive force, can continue to make blood transfusions for the company, and is often the key to determining whether a company can develop for a long time!
Andy Lee is well aware of the importance of the team to the future development of Guolin Xingye, in his daily work, he is good at fully mobilizing the team's combat strength, and knows how to do good job. Under his leadership, the team "has the courage to take responsibility, dare to fight and win", the morale is full, the combat effectiveness is unstoppable, and the company's business is also red against the trend!
Andy Lee is also good at selecting and cultivating and using talents, adopting the talent strategy of "professional winning", with "talent" converging "special", he knows that the real leader must not only understand the business strategy, but also be proficient in the talent strategy, and the asset management industry is a people-centered industry, can gather excellent people, while organizing these people, it is possible to create a first-class asset management company. During his tenure, he gradually set up a team of elite soldiers belonging to Guolin Xingye, the core team members not only have the practical experience of traditional licensed financial institutions such as domestic/international leading banks, securities companies, funds, investment banks, etc., but also are first-class talents who meet the company's culture and specific requirements, he hopes to work with these excellent people to continuously enhance the competitive advantage of Guolin Xingye in the industry through efficient exchanges and cooperation, and can always create better products and services for customers. At the same time, in order to ensure the better development of Guolin Xingye in the future, reserve more talent strength!
In terms of employee incentives, Li Dehua has formulated an employee flexible incentive mechanism that is consistent with the goal of building a first-class asset management team system for Guolin Xingye. The flexible pricing he gives to his team members is based on the excess revenue contributions they create. If the business team can create enough excess revenue for the customer, the company will also distribute a large part of the reward to the business team.
Andy Lee attaches great importance to the daily training of team employees, he believes that talent strategy is not only to lead the team, its essence is to achieve the team, to help the team succeed, and success comes from growth, growth can only be achieved through learning. Therefore, it put forward suggestions for regularly carrying out reading clubs and weekly reading plans for all employees within Guolin Xingye, and there are also special sharing meetings for different positions, such as the battalion of senior generals in management, the battalion of major generals at the middle level of management, and the new recruit company at the grass-roots level. Strive to supplement the organizational structure with the circle of ability, so as to cultivate talents who better adapt to the corporate culture, have orderly control of functions, and are unswerving in the company's cause.
"For Guolin Xingye, our development should not only be based on the evergreen foundation of the enterprise, but also bear more social responsibilities." In this process, how to achieve the perfect integration of 'Tao' and 'art' is also the direction that Guolin Xingye needs to continue to think about in the future, as long as the road is right, it may go further than others. Andy Lee said.