Core Viewpoint - UBS Wealth Management emphasizes the importance of being a "super connector" between Chinese and global entrepreneurs, leveraging its extensive experience and network to facilitate wealth management and investment opportunities [1][4]. Group 1: Wealth Management Strategy - UBS has over 160 years of history, focusing on wealth management, which accounts for over 50% of its total revenue [3]. - The firm adopts a "banking integration" strategy, where it first establishes long-term relationships with entrepreneurs, then extends services to investment banking and asset management as their needs grow [3][4]. - UBS has been active in the Chinese market for over 35 years, with a strong presence in Hong Kong and the broader Asia-Pacific region for over 60 years [3]. Group 2: Family Wealth Management - Many overseas families view family offices as a "school" for nurturing the next generation, with younger family members increasingly interested in entrepreneurship rather than traditional family businesses [6]. - Family offices are also seen as platforms for social impact, with younger generations preferring to invest in socially valuable projects rather than merely donating [6]. - The core demand from high-net-worth clients in China is shifting towards stability and diversification, with a growing interest in alternative investments such as private equity and hedge funds [6]. Group 3: Opportunities in the Greater Bay Area - UBS manages one-third of its assets in the Greater Bay Area, highlighting its significance to the firm [8]. - The number of trips between Hong Kong and cities in the Greater Bay Area has increased by 25% compared to last year, with related meetings rising by over 20% [8]. - The firm plans to relocate its Hong Kong office to a more efficient location by the end of 2026, enhancing its service capabilities for clients in the Greater Bay Area [9].

【导读】瑞银财富管理吕子杰：深化"银行一体化"，做好"超级联系人" 中国基金报记者 郭玟君 随着中国经济高速发展，高净值人群规模显著增长。家族财富如何传承？中国企业 "出海"热潮下，企业家如何借力跨国金融机构布局全 球？ 日前，瑞银财富管理中国区主管吕子杰接受中国基金报记者专访，分享了瑞银财富在做好中国与世界 "超级联系人"方面的经验。 "财富管理通常会出现在最前线。我们会先与企业家建立长期合作，随着其业务的扩张，企业家的需求从财富管理延伸至投行及资产管理， 我们会将其引荐给另外两个部门。这样一来，客户的多元需求就能被全面覆盖。我可以很自豪地说，瑞银是外资金融机构中积极实践'银行 一体化'战略的标杆。" 吕子杰告诉记者，瑞银财富管理深耕中国香港乃至整个亚太区已超过 60年，进入内地市场也超过35年，财富管理业务在内地展业15年以 上。瑞银将继续深耕中国市场，扮演好中国和全球的"超级联系人"角色。 吕子杰负责的中国区财富管理业务涵盖两大平台：瑞士银行（中国）及瑞银证券下设财富管理部门；她同时负责管理境外市场专门服务中 国客户的团队。 她表示，当前，中国企业掀起 "出海"热潮，瑞士乃至整个欧洲企业及机构对中国市场 ...