AssetMark News and Activities

Presence

AssetMark provides financial advisory and technology solutions tailored to help independent financial advisors build great businesses. They offer services including investment management, client relationship, and business management solutions aimed at enhancing advisor efficiency and increasing client engagement.

Investment Management Solutions
Client Relationship Management
Business Management Tools

Employees: 700

AssetMark is owned by China Oceanwide Holdings.

China Oceanwide Holdings is a company listed under the stock ticker HHRBF (HK).

China Oceanwide Holdings has a direct presence in 3 countries.

China Oceanwide Holdings has 5 subsidiaries including Adhesion Wealth, AssetMark and Enact Holdings.

They are in:

Acquisition, funding and merger involving China Oceanwide Holdings.

GTCR has acquired AssetMark (posted on April 29 2024).

Executives

View the org chart displaying its 41 main executives

Most searched biographies at AssetMark

Popular executive movements at AssetMark

Lisa Opoku has joined the company as Director (posted on February 12 2025).
Doris Meister has joined the company as Director (posted on February 12 2025).
Alex Pape has joined the company as Executive Vice President and Chief Technology and Product Officer (posted on February 5 2025).

Click here to view some more movements at AssetMark

Popular executive movements at China Oceanwide Holdings

Liu Hongwei, Executive Director and Deputy Chairman of the Board, has left the company (posted on March 11 2025).
Liu Guosheng, Executive Director, Chairman of the Board, has left the company (posted on March 11 2025).
Yan Fashan, Non-Executive Director, has left the company (posted on March 11 2025).

Click here to view some more movements at China Oceanwide Holdings

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