Group 1 - Qingdao Bank and Guolian Minsheng Securities launched a public fund advisory service, marking a significant milestone in their strategic partnership and making Qingdao Bank the first local bank in Shandong to offer this service [1][3] - The collaboration aims to respond to the evolving wealth management market by providing professional, personalized, and periodic asset allocation services to clients [1][3] Group 2 - The fund advisory service emphasizes transparency, professional dynamic management, and a client-centric service philosophy, with a focus on risk diversification through a carefully selected basket of public funds [5][6] - High-net-worth clients can receive customized portfolio solutions, and the service prioritizes cost control to ensure a win-win for both investors and institutions [6] Group 3 - Qingdao Bank reported a revenue of 7.662 billion yuan and a net profit of 3.065 billion yuan for the first half of the year, with year-on-year growth rates of 7.5% and 16.05%, respectively, both exceeding industry averages [11] - The bank's retail business has gained increasing market recognition, with personal deposits accounting for 50.95% of total deposits by the end of June [11] Group 4 - Guolian Minsheng Securities, established in 1992, has developed a comprehensive business system including wealth management, investment banking, and asset management, with a managed scale exceeding 40 billion yuan and over 320,000 clients [13] - The partnership with Qingdao Bank is part of Guolian Minsheng Securities' strategy to deepen its presence in the Qingdao and Shandong regions [13][14] Group 5 - Both companies aim to provide multi-layered and multi-type public fund investment strategies, driven by a dual focus on professionalism and service, to build a trusted wealth management service brand [16]
青岛银行与国联民生证券强强联合 基金投顾服务正式上线——“青银联证•智投启航”开启财富管理新篇章