大成基金谭晓冈: 银基深化合作助力银行业行稳致远
Zhong Guo Zheng Quan Bao·2025-12-19 20:19

Group 1 - The high-quality development of bank wealth management is becoming a significant driver for the overall high-quality development of the banking industry, with the continuous deepening and upgrading of cooperation between public funds and the banking sector being a key support for this process [1] - The collaboration between banks and funds has shifted from a sales channel and product supplier relationship to a new stage of collaborative cooperation aimed at enhancing investor satisfaction, focusing on three dimensions: shifting from scale orientation to customer account return orientation, from single product sales to asset allocation solutions, and from post-sale service to full-process support [1] - This deep integration not only achieves a multiplier effect of "1+1>2" but also helps provide more precise and professional wealth management services, effectively enhancing investor returns [1] Group 2 - Dachen Fund has made significant progress in the field of bank-fund cooperation, with total managed assets exceeding 700 billion yuan, including 300 billion yuan in equity assets and 400 billion yuan in fixed income assets [2] - The company has established partnerships with 130 banks, 53 wealth management companies, and bank asset management institutions, with the total scale of entrusted investment and distribution exceeding 320 billion yuan, reaching a historical high [2] - In the future, Dachen Fund aims to further leverage its professional capabilities and actively integrate into the banking wealth management ecosystem to jointly enhance investor returns with the banking industry [2]

大成基金谭晓冈: 银基深化合作助力银行业行稳致远 - Reportify