Investao Limited, a CN-EU Cross-border AM Expert

InvesTAO Overview

Founded in 2018, InvesTAO is a China-Europe cross-border investment advisory and placement boutique, headquartered in London with subsidiaries in Zurich and Shanghai. We have an experienced team with more than 20 years of cross-border investment expertise.

Regulated by the Financial Conduct Authority (FCA), InvesTAO works with a wide range of institutional clients including asset managers, private banks, wealth managers and family offices, advising their fund selection and broader marketing strategy.

InvesTAO’s main services:

  1. Cross-Border Introduction and Placement: We facilitate China-Europe cross-border introductions between high-quality asset managers, as well as aid with preparing fund selector interviews and investment mandate/RFPs tender processes.
  2. Marketing and Promotion: We provide a full suite of fund marketing strategy and investment advisory services to help raise asset managers’ profiles, gather market intelligence, and formulate market-entry strategies and marketing campaigns.
  3. Investor Relations: We offer ongoing investor relations services and support through investor communications such as investor calls, roadshows, and other corporate access initiatives.
Investao Limited > InvesTAO Overview

Our Philosophy

​The name InvesTAO is derived from China’s Taoism. We believe that a balance between creation and human pursuit is critical for the investment community. Today this belief is manifested in our commitment to sustainability and social responsibility, and serves as the cornerstone of our principles and approach to business.

Our Mission

To promote outperforming active asset managers with a sustained track record in China and their peers overseas, and to facilitate generating a sustainable alpha for investors.

Investao Limited

Experienced management team empowered by ESOP

The extensive buy-side experience built upon a unique network of investors, regulators and asset managers is integrated with the corporate mission with an aim at stable and reliable results.

Unique Alpha - China-themed products

InvesTAO only partners with the leading mutual and alternative fund managers and provides a unique, unbiased perspective and access to their competitive offerings.

Synergy with overseas markets

We work closely with European and Chinese investors with our strategically located representatives across the world, including London, Zurich, Brussel, Paris, Bosto and Shanghai, to discover the hidden alpha.

Rigorous and dedicated local research team

Shanghai-based manager research team adopts a rigorous manager selection process, conducting assessments ranging from qualitative reports to on-site interviews and reviews.