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  4月16日,光大保德信基金发布高级管理人员变更公告,总经理刘翔因个人原因离任,离任日期2025年4月15日,任期4年8个月22天。同时,由副总经理贺敬哲代任总经理职务。此前4月10日,亓磊出任公司督察长一职,刘翔不再代为履行督察长职务。

  贺敬哲,2001年10月至2005年8月在光大证券有限责任公司历任中兴路营业部电脑部经理、信息技术部技术管理经理;2005年8月至2021年1月在光大证券股份有限公司历任信息技术部技术管理经理、信息技术部运营维护管理处副处长、信息技术部系统运行处处长、信息技术部副总经理兼系统运行处处长、信息技术部副总经理、信用业务管理总部副总经理、资产托管部副总经理(主持工作)、资产托管部总经理;2021年2月加入光大保德信基金管理有限公司,现任副总经理、首席运营总监兼首席信息官。

  刘翔,2020/07—2025/04担任光大保德信基金管理有限公司总经理,2024/10至2025年4月10日代任督察长。1996年7月至2003年5月在深圳发展银行股份有限公司先后担任盐田支行外汇会计、国际部经理、香港代表处代表;2003年6月至2004年4月在招商银行股份有限公司总行担任同业银行部境内银行室客户经理;2004年5月至2016年8月在鹏华基金管理有限公司先后担任市场发展部渠道主管、市场发展部副总经理、华南营销中心总经理、市场发展部总经理;2016年9月至2020年6月在前海开源基金管理有限公司先后担任合伙人、执行委员会委员、首席市场官、执行委员会联席总经理。

  刘翔任职4年9个月:光大保德信基金资产规模减少54.76亿非货币资产排名下降26位

  刘翔任职期间,光大保德信基金资产规模整体下降,但产品数量有所增加,产品多样化进一步丰富。公司净利润方面,近三年营收呈同比下降趋势,2024年底较2023年同期下降47.47%。

  资产规模变化:据Wind数据,2020年7月24日,公司资产规模为814.63亿元,非货币资产规模为617.96亿元,排名第42/154;至2025年4月15日,资产规模为759.87亿元,非货币资产规模为572.09亿元,排名第68/163。整体来看,资产规模减少54.76亿元,非货币资产排名下降26位。

  产品数量与规模变化:产品数量增加18只。其中,指数产品增加3只,资产规模为36.13亿元;FOF产品增加1只,资产规模为0.86亿元;债券型产品增加9只,规模增长51.63亿元;股票型产品增加2只,但规模减少23.67亿元;混合型产品增加6只,但整体规模减少74.7亿元。

数据来源:wind

  财务营收数据上:2020年12月31日至2024年12月31日期间,公司净利润分别为1.60亿元、1.63亿元、1.05亿元、0.89亿元、0.47亿元。近三年营收呈同比下降趋势,2024年底较2023年同期下降47.47%。

数据来源:wind

  光大保德信基金管理有限公司成立于2004年4月,总部设在上海,在北京和广州设有分公司,注册资本1.6亿元人民币。光大证券和美国保德信国际投资管理公司分别占有55%和45%的股份。在刘翔任职期间,5位高级管理人员离任。

  年内高管变更频繁:涉及59家基金公司107人仅4月已有4家基金公司总经理离任

  wind数据显示,截止2025年4月15日,年内高管变更频繁,涉及59家基金公司107人,易方达基金8人,董事长詹余引离任,刘晓艳正式接任董事长,离任总经理,吴欣荣升任总经理,副总经理陈皓、萧楠卸任,首席信息官管勇离任,新任刘硕凌为首席信息官。

数据来源:wind 

  此外,兴银基金、信达澳亚基金、新华基金等公司高管变动也较为突出。例如,兴银基金新任易勇为总经理,董事长吴若曼离任,易勇代任董事长职务;信达澳亚基金督察长黄晖、副总经理宋加旺离任,新任余源志为督察长,张丽洁为副总经理;新华基金总经理杨金亮离任,新任胡三明为总经理,崔凤廷为副总经理。贝莱德基金新任郁蓓华为总经理,浦银安盛基金现任总经理张弛为原贝莱德基金总经理。

  4月份以来7家基金公司发布高级管理人员变更,涉及12人;新沃基金总经理李钧离任,天治基金总经理许家涵离任、东证资产管理总经理张锋离任。

数据来源:Wind数据来源:Wind

  最近基金圈高管变更频繁,背后原因复杂。一方面,市场竞争激烈,业绩压力大,许多基金公司希望通过换高管带来新思路,突破瓶颈,尤其是中小基金公司,希望通过高管更替优化团队、提升竞争力。另一方面,股东方可能因战略调整或股东变化更换高管,部分高管也因退休或个人发展离职。

  高管变更是一把双刃剑。新高管能带来新理念,优化战略,推动创新,但短期内也可能引发公司内部动荡,影响员工士气和团队协作,进而让投资者对公司稳定性产生怀疑,导致信心受挫,业绩也可能因磨合期而波动。我们将持续关注这些基金公司的后续变化。

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