2025年12月18日，北京市地方金融管理局局长曾林峰在"《财经》年会2026：预测与战略暨2025全球财富管理论坛"上致辞称，作为国家金融管理中心，北京 的金融业总资产规模约占全国的一半，金融业法人机构数、从业人员数、保险密度和深度等指标均居全国第一。 曾林峰称，截至2025年三季度末，北京市金融"五篇大文章"合计贷款余额6.8万亿元，北京地区银行间市场科创债发行规模位居全国前位。北交所提质扩容 成效显著，截至目前，上市公司的数量达到286家，全市境内外上市公司超800家次，城市排名第一。北京正致力于打造全球财富管理中心。目前，北京资管 机构资产管理规模约48万亿元，占全国的近30%。 曾林峰称，明年是"十五五"开局之年，将立足北京国家金融管理中心功能定位，从四个方面持续发力。 一是高标准推动金融业自身的稳健发展。进一步提升服务保障国家金融管理中心整体的能力水平，高质量编制北京金融业"十五五"规划，持续深化金融业重 点领域的改革发展，特别是综合运用信贷、债券、资本市场等渠道创新科技金融服务，积极打造北京服务品牌，进一步夯实金融业在首都经济发展中的压舱 石地位。 二是高效能促进金融支持实体经济的发展。聚焦金融 ...

据曾林峰介绍，北京凭借独特的市场优势、资源禀赋和政策环境，正致力于打造全球财富管理中心，市 场潜力巨大，需求旺盛。目前北京资管机构资产管理规模约48万亿元，占全国的近30%。 曾林峰进一步表示，北京作为国家金融管理中心功能的定位，明年要坚持首善标准，扎实推动首都金融 各项工作不断迈上新的台阶，将着重从以下四个方面持续发力： 一是高标准推动金融业自身的稳健发展。进一步提升服务保障国家金融管理中心整体的能力水平，高质 量编制北京金融业"十五五"规划，持续深化金融业重点领域的改革发展，特别是综合运用信贷、债券、 资本市场等渠道创新科技金融服务，积极打造北京服务品牌，进一步夯实金融业在首都经济发展中的压 舱石地位。 中经记者 樊红敏 北京报道 四是高水平扩大金融对外开放。继续深入推进金融领域两区建设，在金融市场开放、跨境投融资便利化 等方面争取更多的先行先试，办好金融街论坛等重要活动，搭建高水平国际金融开放交流平台。希望大 家也能够积极参与北京的两区建设，引入更多的国际先进经验，深化与内外资金融机构在财富管理机构 设立、协同探索跨境产品创新与服务模式、协同应对全球市场变化与挑战、专业人才引进等方面，加强 更多的交流合 ...

在12月18日举行的"《财经》年会2026：预测与战略暨2025全球财富管理论坛"上，中共北京市委金融委 员会办公室分管日常工作的副主任、中共北京市委金融工作委员会分管日常工作的副书记、北京市地方 金融管理局局长曾林峰介绍，目前北京金融业总资产规模约占全国的一半，金融业法人机构数、从业人 员数、保险密度和深度等指标均居全国第一。 同时，曾林峰介绍，一批金融"五篇大文章"创新举措协同发力，截至三季度末全市金融"五篇大文章"合 计贷款余额6.8万亿元，北京地区银行间市场科创债发行规模位居全国前位，北京绿色交易所获批建设 全国温室气体自愿减排交易中心和国家绿色技术交易中心，多层次的资本市场功能持续得到完善。北交 所提质扩容成效显著，截至目前上市公司的数量达到286家，全市境内外上市公司超800家次，城市排名 第一。出台创业投资、并购重组专项政策。 "北京凭借独特的市场优势、资源禀赋和政策环境，正致力于打造全球财富管理中心，市场潜力巨大， 需求旺盛。"曾林峰说，目前北京资管机构资产管理规模约48万亿元，占全国的近30%。特别是城市副 中心作为北京全球财富管理中心建设的重要承载地，吸引了众多高质量财富管理机构的落户，行 ...

新京报贝壳财经讯（记者张晓翀） 12月18日，北京市地方金融管理局局长曾林峰在《财经》年会2026 上表示，北京正致力于打造全球财富管理中心，特别是城市副中心作为北京全球财富管理中心建设的重 要承载地，展现出蓬勃的发展活力和强劲的增长势头。北京将进一步支持城市副中心充分发挥自身的特 点和优势，在财富管理产品和服务方面深化改革创新。 三是高站位支持北交所深化改革。明年是北交所开市五周年，北京将大力支持北交所深化改革，持续助 力北交所提质扩容，进一步发挥服务创新型中小企业主阵地的作用。 四是高水平扩大金融对外开放。继续深入推进金融领域"两区"建设，在金融市场开放、跨境投融资便利 化等方面争取更多先行先试政策，办好金融街论坛等重要活动，搭建高水平国际金融开放交流平台。 编辑 杨娟娟 校对 柳宝庆 曾林峰表示，明年是"十五五"开局之年，北京将立足国家金融管理中心功能定位，坚持首善标准，扎实 推动首都金融各项工作不断迈上新的台阶，着重从以下四个方面持续发力： 一是高标准推动金融业自身的稳健发展。进一步提升服务保障国家金融管理中心整体的能力水平，高质 量编制北京金融业"十五五"规划，持续深化金融业重点领域改革发展，特别是 ...

专题：财经年会2026：预测与战略暨2025全球财富管理论坛 以下为演讲实录： 尊敬的各位领导，各位来宾，大家上午好！非常高兴能够参加《财经》年会2026：预测与战略暨2025全 球财富管理论坛，我谨代表市金融管理局对活动的成功举办表示热烈的祝贺，向长期以来关心支持首都 金融发展的新老朋友表示衷心的感谢！ 金融是国民经济的血脉，关系中国式现代化建设的全局。党的二十届四中全会对我国十五五时期经济社 会发展做出了顶层设计和战略擘画，全会通过的建议也就金融强国做出了重要的部署。12月10日，中央 经济工作会强调要坚定信心用好优势应对挑战，不断巩固扩展经济稳中向好的优势，为我们当前和今后 一个时期的经济金融工作指明了方向。 北京作为国家金融管理中心，目前北京金融业总资产规模约占全国的一半，金融业法人机构数、从业人 员数、保险密度和深度等指标均居全国第一。一批金融五篇大文章创新举措协同发力，截至三季度末全 市金融五篇大文章合计贷款余额6.8万亿元，北京地区银行间市场科创债发行规模位居全国前位，北京 绿色交易所获批建设全国温室气体自愿减排交易中心和国家绿色技术交易中心，多层次的资本市场功能 持续得到完善。北交所提质扩容成 ...

Group 1: Policy Initiatives - The policies aim to promote high-quality development of the financial industry in Tongzhou District, focusing on financial services for the real economy and fostering a symbiotic relationship between finance and industry [1][2] - Financial institutions can receive substantial subsidies based on their annual revenue milestones, with one-time support of up to 10 million yuan for achieving specific revenue thresholds [1] - The strategic direction for the financial industry includes establishing dual centers for global wealth management and green finance, with significant financial support for asset management institutions reaching certain scales [1][2] Group 2: Green Finance Incentives - Incentives for green finance include support for banks with new green loans exceeding 50 million yuan and for insurance and securities institutions meeting specific thresholds [2][4] - The policies encourage participation in the establishment of green standards and project databases, enhancing the overall green finance ecosystem [2] Group 3: Economic Impact and Growth - The financial sector in the region has shown significant growth, with the value added increasing from 11.96 billion yuan in 2021 to 14.19 billion yuan in 2024, indicating its role as a strong engine for regional economic development [3] - The average annual growth rate of deposits and loans in the financial sector has reached 15.8%, demonstrating the district's increasing attractiveness and capacity for capital allocation [3] Group 4: Successful Project Implementation - Over 150 quality financial projects have been established since the start of the 14th Five-Year Plan, including the first wholly foreign-owned currency brokerage in China and the largest city commercial bank wealth management subsidiary [3] - The district has nearly 480 financial enterprises, with licensed asset management institutions managing over 1.6 trillion yuan in assets [3] Group 5: Support for Enterprises - Policies are designed to support enterprises throughout their lifecycle, including interest subsidies for key enterprises' first bank loans and various financing support for small and medium-sized enterprises [2][5] - The favorable policies and improved administrative services have significantly enhanced the operational environment for financial institutions, leading to increased loan growth and support for green projects [5][6]

Core Insights - The article discusses the launch of the first real estate trust property registration in Beijing, specifically the "Tongzhou Case," which aims to promote the standardization of real estate trust business in the region [2][4] - The case involves a 70-year-old woman, Ms. Tian, who established a trust for her autistic son, highlighting the potential of real estate trusts to address specific family needs, such as long-term care and wealth preservation [4][9] - The initiative is part of a broader strategy to position Tongzhou as a global wealth management center, focusing on wealth inheritance and accessibility for ordinary families [3][18] Group 1: Key Developments - The "Tongzhou Case" represents a significant breakthrough in real estate trust registration, with the first property transfer completed in Beijing [2][4] - The trust structure includes a tripartite relationship among the trustee, the instructing party, and the supervisor, which enhances the protection of beneficiaries, particularly those with disabilities [4][6] - The case serves as a model for simplifying the property transfer process, reducing the time from months to just two hours, and eliminating the need for bridging funds [6][10] Group 2: Challenges and Solutions - Historical challenges in the real estate trust sector included unclear property rights, cumbersome transfer processes, and high tax burdens, which have hindered the growth of this business model [5][6] - The pilot program has introduced a legal confirmation mechanism for property rights and simplified the transfer process, addressing these structural issues [6][7] - Ongoing discussions with regulatory bodies aim to optimize tax policies to better accommodate the unique structure of trusts [7][19] Group 3: Broader Implications - The initiative is seen as a step towards creating a more inclusive wealth management framework, allowing ordinary families to utilize trust services that were previously reserved for high-net-worth individuals [8][9] - The focus on real estate trusts aligns with the growing demand for solutions that ensure long-term care for vulnerable populations, such as families with disabled members [9][18] - The Tongzhou district aims to leverage its experiences in real estate trusts to attract non-financial service institutions, enhancing the overall wealth management ecosystem [20][21]