Company History

 

 

ODIM (UK) was established in 2023 by seasoned investors with extensive experience in Greater China markets. The firm is a registered and regulated investment advisor under the Financial Conduct Authority (FCA). The ODIM (UK) team boasts profound expertise in Greater China markets, with CEO/CIO Shifeng Ke and Head of Research Wu Bin having collaborated since 1997 in managing China equity portfolios.

Our team has leveraged an "early-mover" advantage in investing in Chinese markets. In 1997, core members of our team became the first foreign investors to access mainland China's A-share market through a swap arrangement with China Securities. When the A-share market officially opened to foreign investors in 2002, the team’s five-year track record enabled them to assist the first foreign company in establishing a specialized A-share fund as an anchor tenant within UBS's Qualified Foreign Institutional Investor (QFII) quota, making UBS the first investment bank approved for QFII status. In 2007, when the A-share market index peaked at 6,000, level, our team, as the first QFII investors, proactively purchased renminbi- denominated corporate bonds to safeguard client assets

 

What Sets Us Apart

 

  • Deep China Expertise: Decades of on-the-ground experience in Greater China markets.
  •  
  • Early-Mover Advantage: Proven ability to anticipate market and regulatory shifts.
  •  
  • Primary Research: Fundamental, bottom-up analysis by experienced professionals.
  •  
  • Client-Centric Approach: Transparent, long-term partnerships tailored to client goals.

 

 

Our Services

  •  
  • China A  Share  and  equity strategy advisory
  •  
  • Bespoke portfolio solutions for institutional clientsMarket insights and thematic research
  •  
  • Risk management and asset allocation consulting