上海信托：公司管理资产规模突破1.3万亿

Core Insights - Shanghai Trust has seen a significant reduction in its asset management scale from 900 billion yuan at the end of 2017 to 470 billion yuan by the end of 2022 due to regulatory pressures on financing and channel businesses [1] - The company has successfully restructured its client service system and developed a wealth management account system, leading to a management asset scale that has surpassed 1.3 trillion yuan [1] - The trust system offers unique advantages in asset independence, risk isolation, wealth inheritance, and asset allocation, meeting the societal demand for cross-generational arrangements of assets [1] Group 1 - As of the end of September, the number of active wealth management trust accounts has exceeded approximately 13,000, with a total scale of 90 billion yuan [1] - The company has integrated multiple functions into its wealth management trust accounts, including retirement services, cross-border allocation, special needs, and charitable activities, providing comprehensive wealth management from birth to descendants [1] Group 2 - The company’s actively managed standard trust scale has surpassed 200 billion yuan, with rights asset management products amounting to about 35 billion yuan, accounting for nearly 20% of the total [2] - Shanghai Trust aims to become a global provider of asset and wealth management services, currently holding various cross-border business qualifications [2] - The company has established an international wealth management product matrix covering various asset classes, with cumulative issuance of QDII products exceeding 23 billion yuan [2]