在近日举办的"全球视野下的财富管理"主题论坛暨汇华理财五周年活动上，中国银行个人金融部副总经理孙大威受邀出席并参与圆桌讨论环节。孙大威指 出，构建"具有韧性的投资组合"已成为财富管理的"必选项"，也是财富管理机构为客户提供服务的"最优解"。中国银行坚持以专业为客户创造价值，正 以"全球视野"与"本土智慧"双轮驱动，助力客户在复杂市场中实现财富的稳健增长与传承。 在坚持全球视野的同时，中国银行深耕本土市场，与头部资管机构合作，搭建了"全市场、全策略、全天候"的开放式产品货架。孙大威表示，中行不仅提供 标准化产品，还针对客户个性化需求提供单一委托、定制化理财等"一对一"服务。"客户需求千差万别，浙江青田的客户与山西吕梁的客户投资偏好和对产 品的需求可能完全不同。" 渠道方和管理人的通力合作是满足客户需求的关键之一。孙大威特别提到，今年以来与汇华理财在"全球领航"系列产品方面，"实现了非常好的突破，也获 得了客户的认可"。 专业化队伍也是为客户提供资产配置服务的关键，孙大威指出，中行通过全国超8000家理财中心、1200家财富管理中心和200多家私人银行中心，培养了一 支"懂市场、懂产品、懂客户"的财富管理专业队伍 ...

Group 1 - The core point of the article is that Changcheng Securities has announced the closure of its Xiangyang Hanjiang North Road Securities Business Department to optimize its branch layout and enhance resource integration, as part of its wealth management business transformation and upgrade [1] Group 2 - The closure of the business department is part of a strategic move to strengthen the company's wealth management capabilities [1] - This decision reflects the company's ongoing efforts to adapt to changing market conditions and improve operational efficiency [1] - The announcement was made on August 13, indicating a timely response to the evolving financial landscape [1]

Group 1 - The company has recently closed its securities business department located on Hanjiang North Road in Xiangyang to optimize its branch layout and enhance resource integration [1] - This decision is part of the company's strategy to promote the transformation and upgrading of its wealth management business [1] - The company has completed all necessary procedures related to client asset handling, business settlement, and business license cancellation in accordance with relevant regulations [1]

Core Viewpoint - Zhongtai Securities reported a decline in revenue and net profit for 2024, with a slight recovery in Q1 2025, indicating challenges in proprietary trading but growth in brokerage and asset management services [1][2]. Financial Performance - In 2024, Zhongtai Securities achieved operating revenue of 10.89 billion, down 14.7% year-on-year, and a net profit attributable to shareholders of 940 million, down 47.9% year-on-year [1]. - For Q1 2025, the company reported a net profit of 370 million, up 11.6% year-on-year, and revenue of 2.54 billion, up 0.2% year-on-year [1]. - The main revenue breakdown for 2024 included brokerage, investment banking, asset management, net interest, and net investment income, totaling 9.49 billion, with year-on-year changes of +13.2%, -30.2%, +4.2%, -2.7%, and -53.1% respectively [1]. Asset Management and Investment - As of the end of 2024, total assets were 224.7 billion, up 14.8% year-on-year, while net assets were 42.7 billion, up 7.0% year-on-year [2]. - The investment asset scale was 73.7 billion at the end of 2024, up 7.5% year-on-year, with a significant increase in other equity instruments [2]. - Investment net income for 2024 was 1.32 billion, down 53.1% year-on-year, primarily due to a decrease in the fair value of alternative investment projects [2]. Brokerage and Financing Business - The brokerage business saw a slight decrease in market share, with a trading volume of 11.5 trillion in 2024, up 13.5% year-on-year, and a market share of 1.97%, down 0.15 percentage points [3]. - Margin financing and securities lending revenue was 1.87 billion, down 7.1% year-on-year, with a year-end balance of 37.6 billion, up 14.4% year-on-year [3]. Asset Management Performance - The asset management business generated revenue of 2.07 billion in 2024, up 4.2% year-on-year, with a slight increase in Q1 2025 revenue to 540 million, up 12.2% year-on-year [4]. - The AUM for Wanji Fund, in which Zhongtai holds a 60% stake, was 156.3 billion at the end of Q1 2025, down 6.4% from the beginning of the year [4]. Future Outlook - The company expects net profit attributable to shareholders for 2025-2027 to be 1.83 billion, 1.84 billion, and 1.99 billion respectively, indicating a growth of 95%, 0.5%, and 9% year-on-year [4].