此外，公会欢迎香港证监会的报告结果反映了香港金融界发展的强劲势头。值得注意的是，机构投资者 对香港市场的兴趣日益上升，这一点从资金流入量大增及注册开放式基金型公司(OFC)数量增长93%中 得以反映。这一趋势也与公会自身的会员增长互相呼应。资产管理公司在财富管理生态中扮演更重要的 角色，它们不仅能为私人银行提供更广泛的投资选择予高净值客户和家族办公室，还能提升行业整体服 务的深度与专业性。 智通财经APP获悉，私人财富管理公会(PWMA)表示，乐见香港证监会发布《2024年资产及财富管理活 动调查》结果，显示私人银行及私人财富管理业务的资产管理规模(AUM)同比增长15%，总资产管理规 模达10.4万亿港元。这一强劲表现充分体现了香港财富管理行业的韧性与全球竞争力。2025年年初至 今，公会的副会员总数增长54%，主要是由于更多资产管理公司积极布局财富管理行业，并将香港视为 扩展亚洲的主要市场。 这些结果与公会《2024年香港私人财富管理报告》中的发现一致。该年度调查显示，会员机构普遍对行 业增长，以及香港作为领先财富管理中心的前景保持乐观态度。同时，会员机构对香港吸纳高净值人士 及家族办公室的能力信心增强， ...

Core Insights - The Hong Kong asset and wealth management market has shown impressive performance over the past year, with total managed assets increasing by 13% year-on-year to HKD 35 trillion by the end of 2024 [1][2] - Private banking and wealth management services have particularly excelled, with a 15% year-on-year growth in managed assets and a net inflow of HKD 384 billion, indicating strong demand from high-net-worth investors [1][2] - The outlook for Hong Kong's asset and wealth management market is optimistic, driven by economic growth and wealth accumulation in mainland China, as well as enhanced connectivity arrangements [1][8] Market Performance - As of the end of 2024, the total value of managed assets in Hong Kong reached HKD 35 trillion, reflecting a 13% increase from the previous year [2] - The private banking and wealth management sector saw a 15% increase in managed assets, with net inflows of HKD 384 billion [1][2] - The number of banks engaged in private banking or wealth management has risen to 46, with a nearly 12% increase in personnel over the past two years [2] Regional Wealth Growth - The Asia-Pacific region is experiencing rapid growth in private wealth, with the number of high-net-worth individuals in Asia increasing by 5% in 2024, surpassing 850,000 [3] - Mainland China's high-net-worth population has reached 470,000, accounting for 20% of the global total [3] Competitive Advantages - Hong Kong's mature financial market, stable banking system, and active capital market provide a robust platform for international capital [4] - The city ranked first globally in new stock fundraising, with over HKD 100 billion raised in the first half of 2025 [4] - The number of retail banking transactions surged from HKD 819 billion to HKD 1.774 trillion between 2022 and 2024 [4] Policy Initiatives - The Hong Kong government and regulatory bodies are actively implementing policies to enhance the city's unique advantages, including the "Capital Investor Entry Scheme" launched in 2024 [5][6] - A streamlined assessment and product disclosure process for high-end professional investors was introduced, with nearly 200 high-end clients completing transactions exceeding HKD 70 billion [6] Cross-Border Financial Initiatives - The "Cross-Border Wealth Management Connect 2.0" initiative has seen over 160,000 individual investors participating, marking a 120% increase compared to the previous version [7] - The initiative has also led to a significant increase in the variety of investment products chosen by investors [7] Future Outlook - The Hong Kong asset and wealth management market is expected to become the largest globally in the coming years, with continued collaboration among the government, industry, and international community to enhance competitiveness [9] - The growth of digital asset services is accelerating, with 22 banks authorized to sell digital asset-related products, and trading volumes reaching HKD 26.1 billion in the first half of 2025, a 233% increase year-on-year [8]

Core Viewpoint - Huatai Securities reported that HSBC Holdings' revenue for the first half of the year increased by 5.7% year-on-year, while pre-tax profit grew by 5.1% year-on-year, indicating a mixed performance with a 1.5 percentage point increase in growth rate compared to the first quarter and a 3.8 percentage point decline [1] Financial Performance - HSBC's revenue growth of 5.7% year-on-year and pre-tax profit growth of 5.1% year-on-year reflects strong operational performance despite some fluctuations in growth rates [1] - The board has approved a second dividend of $0.1 per share and plans to initiate a share buyback of up to $3 billion [1] Future Outlook - The company is expected to maintain strong non-interest income growth, although there is an increase in provisions [1] - Earnings per share forecasts for 2025 to 2027 are projected at $1.23, $1.28, and $1.34 respectively, remaining stable or slightly increasing compared to previous estimates [1] - The wealth management outlook for the company is considered promising, with a target price-to-book ratio of 1.25 times for 2025 and an increase in target price from HKD 98.19 to HKD 112.25 [1]

企业家是经济社会发展的中流砥柱，其金融素养和风险防控能力不仅关系个人财富安全，更影响着企业的可持续发展。广发银行郑州航空港支行始终秉 持"相知相伴，全心为您"的服务理念，聚焦企业家群体的特殊需求，开展形式多样的金融知识普及活动，助力提升企业家金融决策能力，筑牢财富安全防 线。 专业服务，助力财富管理 "企业经营不仅要会赚钱，更要学会管钱。"在河南空港数据科技有限公司举办的金融知识活动宣传会上，广发银行郑州航空港支行对公业务主管行长王紫臣 的分享引发了在场企业家的共鸣。针对企业家在资产配置、税务规划、跨境金融等领域的个性化需求，该行创新推出"企业家财富管家"专属服务，组建专业 顾问团队，为企业提供定制化财富管理方案。通过定期举办"宏观经济与投资策略"主题沙龙，邀请资深行业专家解读市场趋势，帮助企业家把握发展机遇， 实现财富稳健增长。 未来，广发银行郑州航空港支行将继续深化企业家金融服务，通过知识普及、科技赋能、诚信共建，助力企业家实现财富稳健增长，与企业携手同行，共筑 安全、可信赖的金融生态圈。 科技赋能，智慧金融相伴 创新教育，筑牢安全屏障 面对日益复杂的金融环境，广发银行郑州航空港支行始终把风险教育作为重要 ...

"当前，中国经济正转向以人工智能、电动汽车、大数据和生物制药等创新领域主导的增长模式。人民 币国际化、中国企业出海以及与共建'一带一路'国家深化贸易合作等，正在开辟全新的增长空间。我们 对中国经济的中长期前景保持乐观。"徐仲薇表示，在中国经济转型发展的支持下，中国家庭的财富积 累增长迅速，推动了多元化财富管理服务需求的增长，为国际金融机构带来广阔机遇。 据徐仲薇介绍，渣打全球网络布局与共建"一带一路"市场的重合度超过75%，2020年以来，渣打累计参 与支持超过720个共建"一带一路"相关项目，金额总值超过1300亿美元。仅2024年，渣打中国参与支持 超过200个中资企业出海项目，广泛覆盖清洁能源、电动汽车、TMT(电信、媒体、科技行业)、物流和 医疗健康等领域。 "2021年我们在中国设立专门的'新经济'团队，重点支持TMT、生物医药以及其它新兴产业。目前，渣 打中国来自新经济行业的收入已占整个对公业务的一半。"徐仲薇称，未来集团将继续加大对人工智能 (AI)领域的投入，通过AI赋能优化客户体验。(完) （文章来源：中国新闻网） 渣打集团财富管理及零售银行业务与大中华、北亚行政总裁徐仲薇近日接受中新社记者 ...

Core Viewpoint - The arrival of a bull market has significantly changed the working conditions and survival status of frontline personnel in brokerage wealth management, with a notable increase in interest in equity products among investors [1][2]. Group 1: Market Conditions - The Shanghai Composite Index has stabilized around the 3600-point mark for ten months, indicating a clear bull market atmosphere [1]. - Since the bull market began, there has been a noticeable increase in the sales of equity products, with investors actively seeking information about funds [2]. Group 2: Sales Performance and Challenges - Frontline personnel find it easier to meet sales KPIs for equity products compared to previous periods, but new challenges arise from increased requirements for high-net-worth account openings [2][3]. - The industry has seen a shift in the assessment of wealth management performance, with KPIs now closely tied to daily trading volumes, which have been adjusted to reflect more conservative market expectations [3]. Group 3: Income and Work Environment - Despite the increase in business volume due to the bull market, many frontline employees have not experienced a significant rise in income, as the market's growth has been relatively moderate and structural rather than broad-based [4][5]. - Employees are focusing on enhancing communication with investors to provide professional guidance, as there is a high demand for valuable investment information amidst a complex market environment [5].

自2023年以来，渣打已经在上海、北京先后落地优先私人理财中心，满足高端客户需求。2023年12月，渣打中 国南京西路支行优先私人理财中心正式开门迎客，这是渣打中国第一家优先私人理财中心。 渣打集团财富管理及零售银行业务与大中华、北亚行政总裁徐仲薇指出，中国是渣打最具活力、表现突出的市 场之一，中国居民财富管理需求强劲且不断增长，彰显出市场的信心和动力。 "我们在这里看到了广阔机遇，并将继续加大投入，充分发挥渣打全球网络优势，为更多客户带来世界级的财 富管理解决方案，帮助他们把握财富先机、积极实现财富增长。"徐仲薇表示。 渣打中国行长兼副董事长鲁静也表示，据渣打观察，伴随中国经济的发展，中国企业家群体在进行海外扩张的 过程中，个人和家庭的财富管理需求呈现多元化趋势，"渣打看好中国财富管理市场发展，正加速拓展投资和 运营，对中国的长远承诺坚定不移。" 7月30日，渣打银行（中国）有限公司（以下简称"渣打中国"）杭州钱江新城支行优先私人理财中心正式开 业。 据了解，新开业的渣打优先私人理财中心坐落于杭州市钱江新城核心商务区，中心设计风格融合具有杭州特色 的文化元素。 这标志着渣打中国持续深化财富管理业务布局。 第 ...

经济观察网 7月30日，渣打银行（中国）有限公司杭州钱江新城支行优先私人理财中心正式开业。该中 心是渣打中国在内地设立的第三家优先私人理财中心，将为杭州及周边长三角经济区客户提供专业、个 性化的综合金融服务，涵盖开户、理财咨询及财富配置等多元化增值服务。 自2023年起，渣打中国已先后在上海、北京落地优先私人理财中心。此次杭州中心的设立进一步拓展了 其财富管理业务布局，推动中国财富管理行业高质量发展。（编辑 胡群） ...

Core Viewpoint - The brokerage sector is experiencing significant profit growth, with major firms reporting a year-on-year net profit increase of 50% to 80%, while smaller firms see increases ranging from 50% to 120%, and some even exceeding 1000% [1] Group 1: Performance and Growth Drivers - The strong performance of brokerages is attributed to industry reforms, policy benefits, and industrial upgrades [4] - As of July 28, 2025, 29 brokerages have collectively forecasted positive earnings for the first half of 2025, indicating a favorable outlook for the sector [1] Group 2: Industry Reforms and Policy Support - Brokerages are optimizing branch layouts, with 19 firms closing 56 branches to reduce operational costs and adapt to the trend of online trading [5] - Regulatory bodies are promoting high-quality development through institutional innovation, including the introduction of a standardized protocol for algorithmic trading to enhance market stability and transparency [6][4] - The implementation of self-regulatory measures aims to shift brokerages from a license-driven model to a capability-driven model, encouraging a transition from channel-based to high-value business [6][4] Group 3: New Business Opportunities - Brokerages are expanding into emerging and international markets to create new profit growth points, with significant activity in sectors like equity and bond financing, mergers and acquisitions, and industry funds [7] - The issuance of technology innovation bonds has surged, with 41 issues totaling 34.47 billion yuan in just two months [7][1] - International business has shown robust growth, with some leading brokerages reporting over 40% year-on-year revenue increases from their international subsidiaries [7] Group 4: Investment Opportunities - Analysts suggest that the brokerage sector remains undervalued, presenting potential recovery opportunities for investors, especially with the ongoing stability and activity in the equity market [10] - Investors are encouraged to consider brokerage ETFs, which provide a diversified investment in the sector with low fees and high liquidity [10]

机构简介： 上海牧鑫资产管理有限公司成立于2014年，注册资本1000万，已取得基金业协会私募投资基金管理人资 格（登记编号：P1026632）；作为创新型资产管理公司，牧鑫资产主要专注于量化投资策略的研发、 测试、运行和管理，同时覆盖固定收益投资、另类投资及投顾服务的综合性资产管理。牧鑫资产致力于 为客户创造持续稳定的绝对收益，为国内外金融机构、企业、基金和高净值群体提供全方位的财富管 理。牧鑫资产目前产品主要专注于量化投资，坚持数量化、模型化、程序化的投资原则，以金融数学、 计量经济学、金融工程学等专业方法，研发并运行稳健的投资策略，严把风控，旨在为客户创造持续稳 定的绝对收益。除此之外，牧鑫资产还为中小金融机构提供投资顾问服务，为中小金融机构量身打造符 合自身特点的投资计划，管理其流动性，并在风险可控的情况下，实现收益最大化。牧鑫资产核心团队 成员拥有多年海内外投资研究和管理经验，教育背景囊括了数量金融工程、计算机科学、系统工程等专 业。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 根据市场公开信息及7月29日披露的机构调研 ...