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信银理财获中国资产管理金贝奖“2023卓越至臻理财公司”奖
Xin Hua Wang· 2025-08-12 06:15
Core Insights - The "2023 China Asset Management Annual Conference" was held in Shanghai, focusing on the theme "Original Intention and Mission: Large Asset Management Supporting High-Quality Economic Development" [1] - Xinyin Wealth Management Co., Ltd. was awarded the "2023 Excellent and Ultimate Wealth Management Company" at the conference [1] Company Overview - Xinyin Wealth Management, fully initiated by CITIC Bank, officially opened in July 2020 and is the first national joint-stock bank wealth management subsidiary based in Shanghai [4] - Over the past three years, the company has adhered to the mission of "entrusted by others, managing wealth for clients," leveraging CITIC Financial Holdings' comprehensive financial license resources [4] - The company maintains a leading position in the industry, consistently ranking at the forefront in comprehensive wealth management capability evaluations by Puyi Standard and Zhongzheng Golden Bull [4] Product Development - Xinyin Wealth Management focuses on low-volatility core products and has developed "amortized cost method products" and "low-volatility stable products" [4] - The company has established a comprehensive product system covering six major product categories: currency, currency+, fixed income, fixed income+, mixed, and equity [4] - To meet diverse customer needs and enhance market competitiveness, the company emphasizes innovation in thematic products, creating several star products with social, economic, and brand benefits [5] Social Responsibility - In the area of common prosperity, Xinyin Wealth Management has innovatively explored the "charity + finance" model, launching the "Warm Childhood Journey" charitable wealth management brand [5] - The company has jointly launched public wealth management products that raised over 2 billion yuan, creating new pathways for social wealth appreciation and participation in charitable endeavors [5] Future Commitment - Xinyin Wealth Management aims to uphold the centralized and unified leadership of the Party, focusing on serving the real economy and contributing to common prosperity [5] - The company is committed to enhancing professionalism to better provide asset management services for various clients, contributing to high-quality social and economic development [5]