财富管理服务信托

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连续摘得两项权威殊荣 平安信托铸造行业领先品牌
Di Yi Cai Jing· 2025-09-29 04:47
近日,平安信托凭借卓越的综合实力与出色的产品表现,荣耀斩获两项行业重磅奖项。公司荣获由智通财经评定的 2025 年信托公司 "拓扑奖",公司发行管理的"平安信托安胜稳进 TOF1 号集合资金信托计划"荣膺由《中国证券报》评选的 "一年期混合类产品金牛奖"。 引领转型,铸就卓越实力 近年来,平安信托持续贯彻落实"聚焦主业、回归本源、化解风险、合规经营"十六字指导方针,打造"轻资产服务型专 业信托公司"。在经营层面,公司2024 年实现经营收入 141.48 亿元,净利润为 34.21 亿元,资产管理规模同比增长 49.88%,投资类规模同比增长 62.06%,资产质量和业务经营在行业中处于领先地位。 作为国内财富管理服务信托领域的领跑者,截至今年6月,平安信托财富管理服务信托业务整体规模已突破2260亿元, 行业占比近20%,服务客户数超4.6万。其中,保险金信托和家族信托业务表现尤为突出。保险金信托规模超1730亿元, 行业占比超30%,服务客户数超4.3万;家族信托规模超530亿元,服务客户数超3000名。此外,截至6月,公司证券投资 信托业务规模超6680亿元,累计服务各类机构近 200 家,并荣获多个行 ...
从《蛮好的人生》看信托破局,平安信托让家庭财富管理 “蛮好”
新财富· 2025-05-13 06:27
Core Viewpoint - The article highlights the increasing accessibility and importance of trust services in wealth management, particularly through insurance trusts and family trusts, as depicted in the popular drama "Mán Hǎo de Rénshēng" [2][3][4]. Group 1: Trust Services Overview - Trust services, traditionally seen as exclusive to high-net-worth individuals, are becoming more accessible with new models like insurance trusts lowering entry barriers to around 1 million yuan [3][4]. - The trust industry in China has evolved significantly, with a historical backdrop that includes the establishment of the first trust company in 1921 and a resurgence in the 1980s [4][5]. - Recent regulatory changes have categorized trust services into three main types, emphasizing the growth of wealth management services, which have seen a compound annual growth rate of 37% over the past six years, surpassing 1 trillion yuan in scale [6][15]. Group 2: Company Case Study - Ping An Trust - Ping An Trust has adapted to industry changes by positioning wealth management services as a core strategic focus, achieving a scale of over 220 billion yuan in wealth management services, with insurance trusts accounting for 170 billion yuan [9][18]. - The "Hong Cheng Shi Jia" brand has been upgraded to encompass a broader range of wealth management services, including family trusts and charitable trusts, reflecting a comprehensive approach to meet diverse client needs [13][16]. - The insurance trust product line, particularly the "Hong Fu" series, has experienced rapid growth, with a compound growth rate of 39% and a market share exceeding 40% [18][19]. Group 3: Future Outlook and Strategic Initiatives - Ping An Trust plans to lower the entry threshold for pension trusts to below 1 million yuan to enhance accessibility and meet growing market demand [33]. - The company aims to strengthen its operational and technological capabilities to support the anticipated increase in business volume and client base [33][34]. - Future strategies include enhancing non-financial services related to health management and elder care, positioning trust services as a comprehensive solution for clients' long-term needs [35][36].