2026年浦发银行私人银行投资策略三亚论坛举行

Group 1 - The forum titled "Global Perspectives on Asset Allocation" focused on analyzing global economic trends and opportunities in the Chinese market, bringing together high-net-worth clients, industry experts, and partners [3] - Experts from Shanghai Trust, Dacheng Law Firm, and SPDB's overseas institutions engaged in discussions on cross-border asset allocation, family trusts, and tax planning, providing comprehensive overseas wealth management solutions for high-net-worth families and enterprises [3] - SPDB's private banking has deepened its "Wealth Management Trust Account" service system, covering wealth, family, enterprise, and spiritual inheritance, creating a one-stop comprehensive service ecosystem [3] Group 2 - As part of its strategy to support the Hainan Free Trade Port, SPDB is integrating group resources with policy benefits, enhancing its "Finance + Life" service model [4] - The bank aims to continue its mission of creating value for people's better lives, guided by a "Digital Intelligence Strategy," focusing on five key areas: technology finance, supply chain finance, inclusive finance, cross-border finance, and treasury finance [4] - SPDB has been recognized for its service capabilities and innovative practices, winning two awards for "Family Inheritance Service of the Year" and "Best Cross-Border Wealth and Business Structure Private Bank" in the Asia Banker awards for 2025 [3]