登录新浪财经APP 搜索【信披】查看更多考评等级 来源：上海证券报·中国证券网 "其中，信托公司主要面向私募、高净值客户和机构投资者，提供专业资管产品和信托服务。理财公司 主要面向公募自然人投资者，提供广泛多样风格稳健的资管产品，保险资管公司主要为机构投资者提供 私募产品和专户投资服务。相信随着居民财富规模增长和结构变化，我国财富管理和资管行业的整体规 模仍将保持稳步上升态势。"蒋则沈补充道。 展望未来，蒋则沈认为，我国财富管理和资管市场成长发展方兴未艾，金融机构面临着前所未有的发展 机遇，也承担着重要的服务使命，更需要在深化改革、转型升级进程中主动作为，可以重点把握以下几 个方面： 总体来看，结合我国的财富管理和资产管理业务发展，蒋则沈认为，从需求侧看，随着我国国民经济持 续稳定健康发展，企业和居民财富同步稳定持续积累，结构日趋多元，家庭部门的资产负债表项目不断 丰富，对财富管理和资产管理的客观需求不断强化。 一是坚持财富管理和资产管理有机协同。财富管理和资产管理是为企业居民维护良性资产负债表的"一 体两面"，二者不可分割。 据统计，2024年全国居民人均可支配收入较上年名义增长5.3%，与国内生产总值增速 ...

Core Insights - The "2025 Xiangmi Lake Wealth Management Week" is a significant annual event in Shenzhen aimed at promoting the city's wealth management ecosystem and aligning with national financial strategies [1][5][6] - The event attracted over 900 representatives from various financial institutions, highlighting the collaborative efforts between government, enterprises, and financial sectors [1][5] - Shenzhen's wealth management industry has reached an asset management scale of over 31 trillion, comparable to Hong Kong and Singapore, marking a significant achievement in the city's financial development goals [6][8] Group 1: Event Overview - The event was guided by the Shenzhen Municipal Financial Committee and supported by the China Insurance Asset Management Association, featuring multiple activities focused on high-quality development in wealth management [1][5] - Key government and financial leaders attended, including representatives from the People's Bank of China and various financial institutions, emphasizing the importance of collaboration in the sector [3][5] Group 2: Industry Growth and Statistics - As of now, there are 135 asset management institutions in China, with a total managed asset scale exceeding 100 trillion, reflecting a growth rate of nearly 6% year-to-date and over 15% year-on-year [5][7] - Shenzhen's wealth management scale is nearing that of Hong Kong and Singapore, with significant contributions from banks and private equity funds [6][8] Group 3: Strategic Directions - The wealth management sector in Shenzhen is focusing on enhancing its professional capabilities, supporting the real economy, and protecting investor rights [5][7] - The city aims to develop a multi-layered international wealth management center, with a focus on deepening cooperation between Shenzhen and Hong Kong [6][19] Group 4: Future Initiatives - The event included the signing of a 7 billion AIC fund to support innovation in technology enterprises, showcasing the commitment to fostering a robust financial ecosystem [15][19] - Future activities will include exploring family office services and roadshows for innovative enterprises, reinforcing Shenzhen's role as a key player in the wealth management landscape [25][26]

Core Insights - Cristiano Ronaldo (CR7) has reached a net worth of approximately $1.4 billion, becoming the first football player to surpass the $1 billion mark, driven by his lucrative contracts and a well-structured business empire [1][10][19] Group 1: Wealth Management - Miguel Marques, CEO of LMcapital Wealth Management, plays a crucial role in managing CR7's wealth, employing a low-profile approach that emphasizes trust and loyalty [2][9] - Marques is deeply involved in key projects, such as serving on the board of Pestana CR7 Manchester Limited, ensuring a closed loop of advice, execution, and supervision [2][6] - He facilitates investment negotiations and structures, exemplified by his leadership in CR7's investment in the City of Padel tennis club [3][7] - Marques ensures privacy and security in real estate transactions, such as CR7's acquisition of land in Quinta da Marinha, which was kept confidential until completion [4][6] - The wealth management strategy includes a multi-custodian approach to optimize costs, taxes, and liquidity, while incorporating insurance and hedging mechanisms [6][7] Group 2: Income Sources - CR7's income trajectory reflects the commercialization of modern football, starting from modest salaries at Sporting Lisbon to multi-million dollar contracts with clubs like Manchester United, Real Madrid, and Juventus [11][12] - His current contract with Al-Nassr is estimated to be over $200 million per year, including salary and commercial deals [12] - CR7's endorsement portfolio includes major brands like Nike, with a lifetime contract estimated at $1 billion, contributing significantly to his income [13][19] Group 3: Brand and Business Ventures - The CR7 brand encompasses a diverse range of products, including apparel, fragrances, and hotels, creating a robust commercial ecosystem [14][22] - CR7's social media presence, particularly on Instagram, generates substantial income through brand posts, with a single post valued at approximately $3.5 to $4 million [18] - The wealth structure is designed for long-term cash flow stability, with income primarily in USD or EUR, providing a natural hedge against risks [19][25] Group 4: Asset Allocation - CR7's real estate investments are strategically located globally, with properties in Portugal, Spain, and the U.S., valued at tens of millions of dollars [21][22] - His investments also include stakes in health and wellness companies, as well as digital assets like NFTs, reinforcing the CR7 brand [24][25] - The wealth management approach has evolved into a family office model, focusing on compliance, transparency, and a centralized decision-making structure [25][26]

中证报中证网讯(记者黄灵灵)10月21日，由深圳市委金融委员会、福田区人民政府指导，深圳市财富管 理协会主办的"2025香蜜湖财富管理周"首日三场活动在深圳举办。 深圳市福田区委副书记、区长周江涛表示，福田是深圳的金融中心，也是财富管理与风投创投的"福 地"，各类财富管理机构管理资产规模超过18万亿元，占全市规模约60%。当前，香蜜湖新金融中心正 在加速成型，下一步，福田将以最高标准打造全球金融资源集聚高地、金融人才向往胜地。 据悉，"香蜜湖财富管理周"是深圳财富管理生态圈的重要品牌，于10月21日至25日举办，共计邀请全国 银行理财、保险资管、基金、券商、信托、风投创投等财富管理机构及产业资本代表超900人次参与， 旨在搭建政企产融联动的桥梁。 会上，国家金融监督管理总局资管司副司长蒋则沈在致辞中介绍，截至目前，全国信托、理财、保险三 类机构共计135家，包括信托公司67家、理财公司32家、保险资管公司36家，从产品到服务合计受托管 理资产规模超过百万亿元，较年初增幅接近6%，同比增幅超过15%，保持较快的增长态势。金融机构 面临前所未有的发展机遇，也承担着重要的服务使命，需要在深化改革、转型升级进程中主动 ...

宏观环境的变化与重构，正驱动财富管理行业发生深刻变革，从"卖产品"转向"做服务"，从而为以客户 为中心的买方投顾模式的蓬勃发展奠定了坚实基础。据悉，经过6年深耕践行，中金财富买方投顾保有 规模于今年7月站上千亿台阶，并于近期再次突破1200亿。 在市场不确定性加剧、居民财富配置正在经历巨大变迁的当下，广大投资者所面临的考验与挑战更为复 杂多元，如何帮助投资者更好应对成为行业面临的共同议题。 中新网北京10月21日电(记者夏宾)当全球货币秩序进入加速重构期，中国资产正迎来新一轮价值重估。 在此背景下，财富管理行业怎么变？ 近日，中国中金财富证券有限公司(下称"中金财富")举办发布会，邀请来自金融机构、科技企业、学术 机构等多方的嘉宾共同参与，围绕宏观研究、买方投顾、全球配置、金融科技等核心议题展开深度探 讨，以行业前瞻视角聚焦市场热点。 今年是"十四五"规划收官之年，五年来，在金融体制改革全面深化的背景下，财富管理行业在服务实体 经济与居民财富增值中的核心作用愈发凸显，居民财富配置也在经历巨大变迁。 发布会上，中金公司首席策略师、研究部执行负责人缪延亮从国际货币体系变迁的视角，就年初以来资 本市场的主要变化进行 ...

Core Insights - The "2025 Xiangmi Lake Wealth Management Week" has officially launched, highlighting a significant growth in national wealth management assets, which have increased by over 15% year-on-year [1][2]. Group 1: National Wealth Management Growth - The total asset management scale of trust, wealth management, and insurance institutions has surpassed one trillion yuan, with a year-to-date growth of nearly 6% and a year-on-year increase exceeding 15% [2]. - There are currently 135 institutions in the wealth management sector, including 67 trust companies, 32 wealth management companies, and 36 insurance asset management companies [2]. Group 2: Shenzhen Wealth Management Landscape - Shenzhen's wealth management ecosystem has developed robustly, with the total wealth management scale exceeding 31 trillion yuan, approaching levels seen in Hong Kong and Singapore [3]. - The city is focusing on enhancing its capital market functions and developing various wealth management products to support the growth of new productive forces [3]. Group 3: Local Government Initiatives - The Futian District, as Shenzhen's financial center, manages assets exceeding 18 trillion yuan, accounting for about 60% of the city's total wealth management scale [4]. - Futian aims to create a global financial resource hub and attract financial institutions to expand their wealth management footprint [4]. Group 4: Industry Collaboration and Innovation - The China Insurance Asset Management Association emphasizes the importance of asset allocation in a low-interest-rate environment, with banks and insurance asset management institutions playing a crucial role in supporting national strategies and local economic development [5]. - Various financial institutions are collaborating to enhance services for innovative enterprises, including signing a 7 billion yuan AIC mother fund to support tech innovation [6]. Group 5: Cross-Border Financial Services - The "Xiangmi Lake Wealth Management Week" features a series of activities aimed at enhancing cross-border financial services and supporting mainland enterprises in expanding overseas [7]. - Hong Kong's government is working on optimizing tax relief measures to attract more mainland enterprises to establish financial centers in Hong Kong [7].

【导读】 "2025 香蜜湖财富管理周 " 正式启动，国家金融监管总局蒋则沈致辞时表示：全国财富管理资产规模同比增长超 15% 中国基金报记者 郭玟君 孙越 10 月 21 日， " 2025 香蜜湖财富管理周 " 正式启动。活动由 中共深圳市委金融委员会、福田区人民政府指导，中国保险资产管理业协 会特别支持，由深圳市财富管理协会主办。 国家金融监管总局蒋则沈： 全国财富管理资产规模同比增长超 15% 在 " 2025 香蜜湖财富管理周 " 首场活动 —— 湾区财富管理高质量发展交流会 上，国家金融监督管理总局资管司（以下简称国家金融监 管总局）副司长蒋则沈在致辞中介绍，截至目前，全国信托、理财、保险三类机构共计 135 家，包括信托公司 67 家、理财公司 32 家、 保险资管公司 36 家。从产品到服务合计受托管理资产规模超过百万亿元，较年初增长接近 6% ，同比增幅超过 15% ，保持着较快的增 长态势。 蒋则沈表示，金融机构面临着前所未有的发展机遇，也承担着重要的服务使命，更需要在深化改革、转型升级进程中主动作为 —— 坚持财 富管理和资产管理有机协同、坚持支持实体经济高质量发展、坚持提升自身专业化能 ...

Core Insights - The "2025 Xiangmi Lake Wealth Management Week" is a significant annual event aimed at promoting Shenzhen as an international wealth management center, featuring over 900 representatives from various financial institutions [1][3] - Shenzhen's wealth management ecosystem has grown to manage over 31 trillion yuan, nearing the levels of Hong Kong and Singapore, with a strong focus on integrating technology and finance [4][5] Group 1: Wealth Management Growth - As of now, the total assets under management by trust, wealth management, and insurance asset management institutions in China exceed 100 trillion yuan, with a year-to-date growth of nearly 6% and a year-on-year increase of over 15% [3] - Shenzhen's wealth management institutions manage assets exceeding 31 trillion yuan, with the financial center of Futian accounting for approximately 60% of this total [4][5] Group 2: Financial Innovation and Collaboration - The establishment of the first AIC mother fund in Shenzhen, with a scale of 7 billion yuan, aims to support the city's "20+8" industrial development strategy [6] - The wealth management sector in Shenzhen is actively exploring new paths for value creation through technology innovation and industrial upgrades, particularly in emerging industries [5] Group 3: Market Position and Future Outlook - By the end of 2024, the total asset management scale in China is projected to reach approximately 163 trillion yuan, with Shenzhen's share being 31 trillion yuan, ranking third among major cities [7] - The Shenzhen Wealth Management Association has facilitated a growth of 2 trillion yuan in the Bay Area's wealth management sector and organized over 90 exchange events in the field [9][10]

Core Insights - The central viewpoint emphasizes the importance of wealth management in supporting the real economy and achieving high-quality financial development in China, as outlined in the recent Central Financial Work Conference [1]. Wealth Management Market Development - The Chinese wealth management market is transitioning from a phase of rapid growth to one focused on high-quality development, with competition shifting from product quantity to long-term customer value realization [3][4]. - The market has seen significant changes, including a decline in interest rates and a diversification of residents' financial asset demands, indicating a shift from "incremental drive" to "stock optimization" [3][4]. Customer Demands and Transparency - There is a growing demand for product transparency among customers, who now seek detailed information about investment logic, underlying assets, risk distribution, and fee structures [2][3][4]. - Wealth management institutions are encouraged to enhance their disclosure methods from static to dynamic, focusing on process transparency rather than just results [2][5]. Technological Integration and Future Trends - The integration of AI and data capabilities is seen as crucial for the future of wealth management, shifting the focus from product-centric to customer goal-centric approaches [6][9]. - Institutions are expected to develop comprehensive research and investment capabilities, along with a deep understanding of customer needs through data-driven insights [6][9]. Green Finance and Risk Management - The concept of "green finance" is highlighted, with a focus on using financial technology to create quantifiable and verifiable systems for assessing green investments, thereby mitigating "greenwashing" risks [9][10]. - A dual scoring system for evaluating green projects is proposed, combining commercial viability and emission reduction effectiveness [10][12]. Investment Opportunities and Strategies - The wealth management market is projected to evolve towards net value-based products, with opportunities arising from lower interest rates and new themes in green and technology investments [14][15]. - Investment strategies should focus on stable cash flow and long-term growth, utilizing a "core + satellite" approach to asset allocation [16].

发布会上，中金公司首席策略师、研究部执行负责人缪延亮从国际货币体系变迁的视角，就年初以来资 本市场的主要变化进行了深度剖析，探讨未来市场走向。 缪延亮指出，DeepSeek等技术突破、制造业保持升级韧性等因素共同构筑了中国市场的独特吸引力， 推动全球资金流向再平衡。摩根士丹利首席中国经济学家邢自强则对中国宏观经济基本面及未来趋势进 行了进一步展望。 宏观环境的变化与重构，正驱动财富管理行业发生深刻变革，从"卖产品"转向"做服务"，从而为以客户 为中心的买方投顾模式的蓬勃发展奠定了坚实基础。据悉，经过6年深耕践行，中金财富买方投顾保有 规模于今年7月站上千亿台阶，并于近期再次突破1200亿。 在市场不确定性加剧、居民财富配置正在经历巨大变迁的当下，广大投资者所面临的考验与挑战更为复 杂多元，如何帮助投资者更好应对成为行业面临的共同议题。 中国资产迎来新一轮价值重估，财富管理怎么变？ 中新网北京10月21日电 (记者 夏宾)当全球货币秩序进入加速重构期，中国资产正迎来新一轮价值重 估。在此背景下，财富管理行业怎么变？ 近日，中国中金财富证券有限公司(下称"中金财富")举办发布会，邀请来自金融机构、科技企业、学术 ...