规模创新高 万联资管书写特色化发展新答卷
Zhong Zheng Wang·2026-01-14 07:54

Core Insights - Wanlian Asset Management has achieved a significant milestone by surpassing 50 billion yuan in total asset management scale within just over two years since its establishment in 2023, reflecting its successful differentiation and specialization in the industry [1][2] Group 1: Business Growth and Strategy - Wanlian Asset Management has positioned itself as the first licensed financial institution approved to settle in Nansha since the implementation of the Nansha Plan, leveraging its shareholder resources and professional advantages to meet local economic needs [2] - The company has successfully doubled its asset management scale by focusing on the development opportunities presented by the Greater Bay Area and the Nansha cross-border asset management center [1][2] - The firm has issued 12 medium to long-term "fixed income plus" products in the current year, catering to investors with moderate risk tolerance and enhancing its growth engine [3] Group 2: Product Development and Client Focus - Wanlian Asset Management has launched its first equity product, establishing a series of equity products that cover various strategies, effectively addressing the asset allocation needs of high-risk preference clients [3] - The company emphasizes a client-centric approach, innovating investment strategies and expanding its product matrix to better serve the elderly demographic, with 66% of high-net-worth clients aged 50 and above [4] - The firm has issued over 270 private collective products, with several fixed income products ranking first in their category since inception, demonstrating its commitment to delivering value to clients [4] Group 3: Future Outlook - Moving forward, Wanlian Asset Management aims to deepen its transformation through a specialized and high-quality approach, enhancing its financial service capabilities and contributing to the construction of an international financial hub in the Greater Bay Area [5]

规模创新高 万联资管书写特色化发展新答卷 - Reportify