Group 1 - The core point of the article is the leadership change at Xinyin Wealth Management, with He Jin taking over as president from Dong Wenzhe, who will move to the Fuzhou branch of CITIC Bank [1][2] - He Jin has extensive experience in asset management, having worked in the wealth management sector for ten years at CITIC Bank, and is recognized as a seasoned professional in the industry [1][3] - Xinyin Wealth Management was established in July 2020, and has had two previous presidents, with the first being Gu Lingyun and the second being Dong Wenzhe [2][3] Group 2 - As of the end of Q3, Xinyin Wealth Management's asset management scale reached 2.21 trillion yuan, reflecting a year-on-year growth of 10.90% [4] - The number of clients holding wealth management products increased to 10.92 million, a growth of 9.44% compared to the end of the previous year [4] - In the first three quarters, the company generated investment returns of 33.71 billion yuan, which is a year-on-year increase of 15.15% [4] Group 3 - CITIC Bank's Q3 report indicates that Xinyin Wealth Management is accelerating the development of a dual-driven growth model combining multi-asset and multi-strategy investment with advisory services [5] - The company aims to enhance its capabilities in equity asset investment, with the scale of equity products reaching 261.02 billion yuan, an increase of 53.94 billion yuan from the end of Q2 [5] - The scale of wealth management products with a duration of one year or more reached 756.56 billion yuan, increasing by 26.65 billion yuan from the end of Q2, accounting for 34.62% of new products [5]
又一大型理财子高管变动!贺晋代为履行信银理财总裁职务
2 1 Shi Ji Jing Ji Bao Dao·2025-11-06 10:13