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又一大型理财子公司高管变动
中国基金报· 2025-11-07 07:07
Core Viewpoint - The article discusses the significant leadership change at Xinyin Wealth Management, with He Jin taking over as president from Dong Wenzhen, who has moved to a new role at CITIC Bank's Fuzhou branch [2]. Group 1: Leadership Changes - He Jin, born in January 1979 and a graduate of Peking University, has extensive experience in the banking and asset management sectors, having worked at major banks including Agricultural Bank of China and Industrial and Commercial Bank of China before joining CITIC Bank [3]. - He Jin has been with Xinyin Wealth Management since its inception, serving in various roles including vice president and overseeing multiple business areas such as investment, research, risk, and finance [3]. - The leadership transition reflects a broader trend within Xinyin Wealth Management, which has seen multiple changes in its top management since its establishment in July 2020 [3]. Group 2: Company Performance - As of September 2025, Xinyin Wealth Management's asset management scale reached 2.21 trillion yuan, marking a 10.90% increase from the end of the previous year [4]. - The number of clients holding wealth management products grew to 10.92 million, a 9.44% increase year-on-year [4]. - The company generated investment returns of 33.71 billion yuan in the first three quarters of the year, reflecting a 15.15% year-on-year growth [4]. Group 3: Product Development - Xinyin Wealth Management is focusing on a dual-driven growth strategy that combines multi-asset and multi-strategy investment with advisory services, aiming to become a key supplier of rights-based products [4]. - As of September 2025, the scale of rights-based products reached 261.02 billion yuan, an increase of 53.94 billion yuan from the previous quarter, with the proportion of new products rising from 9.83% to 11.94% [5].
又一大型理财子高管变动!贺晋代为履行信银理财总裁职务
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-06 10:13
Group 1 - The core point of the article is the leadership change at Xinyin Wealth Management, with He Jin taking over as president from Dong Wenzhe, who will move to the Fuzhou branch of CITIC Bank [1][2] - He Jin has extensive experience in asset management, having worked in the wealth management sector for ten years at CITIC Bank, and is recognized as a seasoned professional in the industry [1][3] - Xinyin Wealth Management was established in July 2020, and has had two previous presidents, with the first being Gu Lingyun and the second being Dong Wenzhe [2][3] Group 2 - As of the end of Q3, Xinyin Wealth Management's asset management scale reached 2.21 trillion yuan, reflecting a year-on-year growth of 10.90% [4] - The number of clients holding wealth management products increased to 10.92 million, a growth of 9.44% compared to the end of the previous year [4] - In the first three quarters, the company generated investment returns of 33.71 billion yuan, which is a year-on-year increase of 15.15% [4] Group 3 - CITIC Bank's Q3 report indicates that Xinyin Wealth Management is accelerating the development of a dual-driven growth model combining multi-asset and multi-strategy investment with advisory services [5] - The company aims to enhance its capabilities in equity asset investment, with the scale of equity products reaching 261.02 billion yuan, an increase of 53.94 billion yuan from the end of Q2 [5] - The scale of wealth management products with a duration of one year or more reached 756.56 billion yuan, increasing by 26.65 billion yuan from the end of Q2, accounting for 34.62% of new products [5]