Core Viewpoint - The appointment of Dong Fang as the president of Zhaoyin Wealth Management is expected to enhance the company's investment research capabilities and accelerate its transformation into a comprehensive asset management institution [1][2][3]. Group 1: Leadership Changes - Dong Fang has been appointed as the president of Zhaoyin Wealth Management, pending approval from the National Financial Regulatory Administration [1]. - Prior to this role, Dong served as the deputy general manager of China Merchants Fund and has over 20 years of experience within the China Merchants Bank system [2]. - His appointment is part of a broader series of leadership changes within the "China Merchants System," including the recent transitions at China Merchants Fund and China Merchants Securities [3]. Group 2: Company Background and Strategy - Zhaoyin Wealth Management was established in November 2019 and is one of the first batch of joint-stock bank wealth management companies approved to operate in China [3]. - The company aims to be a comprehensive asset management institution under the value banking system of China Merchants Bank, focusing on wealth and asset management [3]. - As of the end of 2024, Zhaoyin Wealth Management manages a total of 2.47 trillion yuan in wealth management products [3]. Group 3: Product and Research Development - Zhaoyin Wealth Management has developed a diverse product system with over 120 product sub-series and 140 product strategies, categorized under five major product brands [4]. - The company emphasizes a stable investment direction and is committed to enhancing its investment research capabilities [4]. - As of 2024, the number of clients holding Zhaoyin Wealth Management products has reached over 35 million, accounting for approximately one-quarter of the market [4].
招银理财聘任董方为总裁,原任招商基金副总经理
Nan Fang Du Shi Bao·2025-06-27 12:41