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汇华理财总经理王茜:锻造全球大类资产配置能力 迎接财富管理新时代
Shang Hai Zheng Quan Bao·2025-10-21 18:18

Core Viewpoint - The article emphasizes the proactive approach of Huihua Wealth Management in navigating the challenges posed by declining interest rates and the resulting "asset scarcity" in the asset management industry, highlighting the company's confidence in the long-term prospects of China's wealth management sector and its mature investment management system [2][3]. Group 1: Company Overview - Huihua Wealth Management has surpassed an asset management scale of 30 billion RMB, showing significant growth since the beginning of the year [3]. - The company focuses on "absolute return" as a key characteristic of its banking wealth management products, which is driven by the client base's preference for target returns and performance benchmarks [3][4]. Group 2: Investment Strategy - The company prioritizes "investment-driven product design," distinguishing itself from competitors that rely on liabilities and channels [3]. - Huihua Wealth Management emphasizes global asset allocation as a critical strategy to achieve absolute returns, moving beyond traditional single-market strategies [4][5]. Group 3: Product Development - The company plans to launch a new product system called "Global Navigator" in 2024, focusing on absolute returns and global diversification, with products tailored to different risk preferences [5]. - The "Trend Guide" series of products aims to provide diversified strategies that mitigate the volatility typically associated with equity assets [5]. Group 4: Global and Local Integration - As the first foreign-controlled joint venture wealth management company in China, Huihua Wealth Management leverages its foreign parent company's expertise while adapting to local market needs [6]. - The company combines global investment strategies with local insights, ensuring that its offerings are tailored to the unique characteristics of the Chinese market [6]. Group 5: Future Outlook - The company anticipates a golden era for China's wealth management market over the next 20 years, positioning itself to capitalize on the opportunities presented to joint venture wealth management firms [7].