Zheng Quan Shi Bao Wang·2025-10-17 06:37Core Insights - The second "CITIC Wealth Management Conference" was held in Beijing, focusing on the theme "Integration and Development: Co-creating New Value in Wealth Management" with participation from 42 leading institutions and over 200 attendees [1] - CITIC Group's Vice Chairman Zhang Wenwu highlighted the historical opportunities in the wealth management industry due to the deepening transformation of the asset management sector, the acceleration of long-term patient capital cultivation, the expansion of cross-border capital markets, and disruptive breakthroughs in technology such as artificial intelligence [1] - CITIC Group's subsidiaries, including CITIC Bank, CITIC Securities, and CITIC Trust, are leading in their respective fields, with significant asset management scales [1] Group 1 - CITIC Bank's personal wealth management scale is nearly 50 trillion yuan, while CITIC Securities' asset management scale exceeds 1.56 trillion yuan [1] - CITIC Trust has an asset balance of 2.6 trillion yuan, and Huaxia Fund's asset management scale is over 3 trillion yuan [1] - Xie Zhibin, Vice President of CITIC Bank, emphasized the need for wealth management institutions to focus on customer demand, product supply, and institutional services, leveraging big data and AI technology [3] Group 2 - CITIC Group plans to align with national strategies such as technological innovation and green low-carbon initiatives, directing financial resources to key areas of social development [2] - The conference discussed how wealth management and asset management institutions in China can capture global market opportunities and serve as a bridge between the real economy and residents' wealth [2] - The launch of the "Global Asset Allocation New Ecology" initiative aims to assist individual and corporate investors in seizing investment opportunities globally [2]