全生命周期资产配置
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19家上市银行加码财富管理赛道,2026年战略布局将提速
Di Yi Cai Jing· 2026-01-05 12:50
随着高净值客户群体快速扩容,国内上市银行正加速设立专门财富管理部门。 | 序号 | 机构名称 | 相关部门 | 银行性质 | | --- | --- | --- | --- | | 1 | 邮储银行 | 财富管理部 | 国有行 | | 2 | 交通银行 | 财富管理部 | 国有行 | | 3 | 中国银行 | 私人银行中心 | 国有行 | | 4 | 招商银行 | 财富平台部 | 股份制银行 | | 5 | 兴业银行 | 财富管理部 | 股份制银行 | | 6 | 浦发银行 | 财富管理与私人银行部 | 股份制银行 | | 7 | 民生银行 | 财富管理部 | 股份制银行 | | 8 | 浙商银行 | 财富管理部 | 股份制银行 | | g | 华夏银行 | 财富管理与私人银行部 | 股份制银行 | | 10 | 上海银行 | 财富管理与私人银行部 | 城商行 | | 11 | 北京银行 | 财富平台部 | 城商行 | | 12 | 南京银行 | 财富管理部 | 城商行 | | 13 | 宁波银行 | 财富管理部 | 城商行 | | 14 | 苏州银行 | 财富管理部 | 城商行 | | 15 | 青岛银行 ...
上海证券报社总编辑谭飞:科技赋能驱动行业革新 财富管理领域迎来新机遇
Sou Hu Cai Jing· 2025-06-12 08:26
Group 1 - The core viewpoint is that AI technology is fundamentally transforming investment logic and reshaping the financial industry's ecosystem, presenting unprecedented opportunities and challenges in wealth management [1][3] - The restructuring of global supply chains and capital flows necessitates a more open perspective to explore diverse asset allocation paths [1] - The three dimensions to actively respond to challenges include: 1. Empowering technology to drive industry innovation while maintaining risk management [3] 2. Building collaborative ecosystems by breaking down barriers among private equity institutions, funding sources, service platforms, and local governments [3] 3. Adopting a global perspective to seize allocation opportunities amidst geopolitical and economic adjustments [3] Group 2 - CICC Wealth has been a benchmark institution in China's wealth management sector, focusing on buy-side advisory transformation, comprehensive private equity services, and technology-enabled investments [3] - The "full lifecycle asset allocation" concept aims to create long-term value for Chinese investors [3] - The Jing'an District government is recognized for its forward-looking vision and has established a comprehensive service system to support institutional landing, talent gathering, and business innovation [3]