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“全球视野下的财富管理”主题论坛暨汇华理财五周年庆祝活动成功举办
Di Yi Cai Jing· 2025-11-08 09:35
Core Insights - The event "Global Vision of Wealth Management" forum and the 5th anniversary celebration of Huizhong Wealth Management was held in Shanghai, highlighting the company's growth and its role as a Sino-French financial collaboration [1][4] Group 1: Company Overview - Huizhong Wealth Management Co., Ltd. is a joint venture established by Amundi, the largest asset management company in Europe, and Bank of China’s wholly-owned subsidiary, BOC Wealth Management [1][4] - The company has evolved over five years, transitioning from a "brilliant start" through "changing winds" to a phase of "breaking out of the cocoon," now focusing on "global allocation, diversified enhancement, and professional standing" [4][7] Group 2: Leadership and Vision - Key figures at the event included Zhang Hui, President of Bank of China, and Valérie Baudson, CEO of Amundi, who emphasized the importance of Huizhong as a model for high-level financial openness in China [4][5] - The company aims to contribute to Shanghai's goal of becoming a global asset management center, aspiring to lead in international perspectives and sustainable growth [4][7] Group 3: Investment Philosophy - Huizhong Wealth Management specializes in major asset allocation, with a focus on cross-border investments, segment trading, and absolute return equity investments [7] - The company has developed a top-down absolute return investment framework and a product system characterized by "global allocation" and "absolute return" [7]