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贝莱德建信理财换帅在即:总经理张鹏军将离任
21世纪经济报道记者余纪昕 21世纪经济报道记者从接近贝莱德建信理财人士处获悉,该公司总经理张鹏军将离任。目前,贝莱德建信理财的业务暂由贝莱德中国区负责人 范华领导。 在完成必要的监管流程后,贝莱德中国区负责人范华将暂时领导贝莱德建信理财业务,以确保公司在治理、业务执行及外部沟通等方面的平稳 衔接、有序推进。 贝莱德方面表示,公司既定战略、发展重点、合作伙伴关系以及对中国市场的长期承诺保持不变,公司将一如既往地支持中国投资者实现其长 期财务目标。 据了解,贝莱德建信理财由贝莱德、建设银行和淡马锡合资组建,于2021年开业,是我国第二家由外资控股的合资理财公司。贝莱德建信理财 的首任总经理为纪冰,第二任总经理为范华。2024年1月,范华升任贝莱德中国区负责人,张鹏军被任命为总经理。张鹏军拥有30年金融从业 经验,于2016年加入贝莱德集团,为贝莱德中国领导团队的核心成员。 "我们按照区域配置、战略配置和甄选主题和产品'三步走',来构建贝莱德中国的全球资产配置解决方案:第一步是区域配置,通过跨境投资 来配置海外资产。第二步是战略配置,根据不同客户的收益目标和风险偏好来确定股票债券的比例。第三步是主题和产品配置,也 ...
又有外资理财公司总经理 将离任!
Zhong Guo Ji Jin Bao· 2026-02-26 13:55
迈入稳健发展期 贝莱德建信理财由贝莱德、建设银行和淡马锡合资组建,于2021年开业,是我国第二家由外资控股的合 资理财公司。 贝莱德建信理财的首任总经理为纪冰,第二任总经理为范华。2024年1月,范华升任贝莱德中国区负责 人,张鹏军被任命为总经理。张鹏军拥有30年金融从业经验,于2016年加入贝莱德集团,为贝莱德中国 领导团队的核心成员。 【导读】贝莱德建信理财总经理张鹏军将离任 中国基金报记者获悉,贝莱德建信理财总经理张鹏军将离任。目前,贝莱德建信理财业务暂由贝莱德中 国区负责人范华领导。 贝莱德发言人表示,五年来,贝莱德建信理财稳健发展,持续夯实基础,业务进展扎实。张鹏军先生因 个人原因辞去贝莱德建信理财总经理职务并将离开公司,公司祝愿他一切顺利。在完成必要的监管流程 后,贝莱德中国区负责人范华将暂时领导贝莱德建信理财业务,以确保公司在治理、业务执行及外部沟 通等方面的平稳衔接、有序推进。 该发言人表示,公司既定战略、发展重点、合作伙伴关系以及对中国市场的长期承诺保持不变,公司将 一如既往地支持中国投资者实现其长期财务目标。 过去几年,贝莱德建信理财的客户数和资产管理规模均实现了较快增长。张鹏军离任之后, ...
2026新年献词|景顺长城基金总经理康乐:主动有为,静待春来
Xin Lang Cai Jing· 2026-02-16 22:30
专题:资本市场大咖2026新春献词:骏马踏春来 驭势稳行启新程 编者按:辞旧迎新,金马贺岁。值此新春佳节,新浪财经特邀公私募领域数十位领军人物,通过镜头与 文字,为投资者送来马年新春祝福。信心如磐,笃行致远。愿这一声声真挚寄语,伴您策马扬鞭,共赴 投资长路。 景顺长城基金总经理康乐送来新春祝福。他表示,当前,公募基金行业正经历从规模导向向投资者回报 导向转型的关键变革期,机遇与责任并存,景顺长城将秉持行业的高质量发展要求,坚守专业,持续提 升投资与服务能力,为投资者带来更佳的业绩回报和投资体验。2026年,让我们携手并肩,拥抱新程, 共蕴春华。 祝福全文如下: 日月其迈,时盛岁新。农历马年来临,谨代表景顺长城基金,向广大投资者及所有支持和信任我们的朋 友,致以最诚挚的新春问候! 回望2025,虽然新一轮的关税冲击以及国际环境变迁,给中国经济带来了巨大的不确定性,但在积极的 财政政策和宽松的货币政策下,工业和服务业的韧性和出口呈现超预期表现。资本市场也在政策强有力 的护航以及科技产业蓬勃发展的驱动之下,抵御住外部的风险扰动,呈现出向上的生命力。上证指数创 十年新高,触及4000点,全年成交额首次突破400万亿。 ...
《急不来》TVC荣获长城奖,信银理财以“稳”叙事赢得行业高度认可
Jin Rong Jie Zi Xun· 2026-02-09 08:16
Core Insights - The Long Wall Award, a prestigious recognition in China's advertising industry, has awarded the promotional video "Not Urgent" by Xinyin Wealth Management, celebrating its fifth anniversary, highlighting the brand's creative execution and emotional resonance [1][2] - The award signifies Xinyin Wealth Management's commitment to its core value of "stability," which has gained widespread recognition in the industry and among the public [1][2] Group 1: Award Recognition - The promotional video "Not Urgent" stood out among numerous entries due to its unique narrative perspective and effective communication, showcasing the brand's comprehensive strength in creativity, storytelling, production, and brand value transmission [1] - The Long Wall Award emphasizes creativity and market effectiveness, selecting the most representative and influential advertising cases each year [1] Group 2: Brand Philosophy and Communication - The video departs from typical financial advertising by focusing on everyday life scenes, using detailed cinematography and genuine emotional expression to convey the wisdom of "not rushing, but progressing steadily" [1] - Since its release, the video has garnered over 100 million views online and received extensive coverage from mainstream media, effectively merging the brand's image of "stability, trustworthiness, and warmth" with a calm mindset [1] Group 3: Company Overview - Xinyin Wealth Management, established in 2020 with a registered capital of 5 billion yuan, aims to provide professional and stable wealth management services to the public and qualified investors [2][3] - The company has developed a comprehensive product system covering various lines, including monetary, fixed income, mixed, and equity products, earning continuous trust from investors due to its clear risk-return characteristics and reasonable tiered structure [2]
长江期货:党建引领 专业赋能 助力行业高质量发展
Qi Huo Ri Bao Wang· 2025-12-23 02:01
Core Viewpoint - The year 2025 is pivotal for China's futures market to implement the financial power strategy and enhance its service to the real economy, with Changjiang Futures playing a significant role in this mission [1] Group 1: Governance and Leadership - Changjiang Futures emphasizes the importance of the Party's leadership for stable development, integrating "Party building + business" to enhance governance effectiveness and core competitiveness [2] - The company has optimized its governance structure, ensuring effective checks and balances among the board, supervisory committee, and management, while adhering to financial regulations [3] Group 2: Digital Transformation - The company views digital transformation as a core driver for improving service efficiency and risk management, launching a self-developed comprehensive financial app that enhances user experience [4] Group 3: Service to the Real Economy - Changjiang Futures focuses on serving the real economy by embedding futures tools into supply chains, providing financial support to enterprises facing price fluctuations [5] - The company has developed a comprehensive asset management service for institutional investors and high-net-worth clients, expanding its product line to include various investment strategies [6][7] Group 4: Rural Revitalization - The company actively explores effective paths for futures services in rural revitalization, implementing over 200 "insurance + futures" projects since 2020, benefiting numerous farmers and enterprises [8][9] - Changjiang Futures integrates Party building with industry assistance, enhancing financial literacy among farmers and stabilizing income through tailored financial solutions [9] Group 5: Investor Education and Social Responsibility - The company strengthens investor protection and education through diverse initiatives, aiming to improve financial literacy and rational investment awareness among the public [10] - Changjiang Futures commits to continuous improvement in professional capabilities and service depth to contribute to the construction of a modern socialist country [10]
向海外市场展示中国资管力量 信银理财首度上榜全球资管500强
Xin Hua Wang· 2025-08-12 06:15
Group 1 - The core viewpoint of the article highlights that Xinyin Wealth Management has made its debut on the "2023 Global Asset Management Top 500" list, ranking 113th, showcasing its strong comprehensive strength to the global market [1] - The IPE list is particularly focused on serving large overseas pension and institutional investors, with significant attention from European institutions towards the Chinese and Asian markets [1] - Xinyin Wealth Management, a wholly-owned subsidiary of CITIC Bank, has established a leading advantage in product line richness and asset management scale within nearly three years of its establishment [1] Group 2 - As of the end of 2022, the asset management scale of CITIC Bank and its wealth management company reached 1.57 trillion yuan, a year-on-year increase of 173.8 billion yuan, with a growth rate of 12.39% [2] - The net value-based products that comply with the new asset management regulations reached 1.49 trillion yuan, accounting for 94.53% of the total, with a year-on-year increase of 224.1 billion yuan [2] - The article mentions that regulatory changes and the introduction of new asset management regulations have significantly impacted bank-affiliated wealth management subsidiaries, leading to deep adjustments and improvements within Chinese asset management institutions [2]
信银理财三周年:市场地位坐稳银行理财第一方阵 一季度银行理财综合能力排名第二
Xin Hua Wang· 2025-08-12 06:15
Group 1 - The core viewpoint of the news is that Xinyin Wealth Management has achieved a strong position in the banking wealth management sector, ranking second in the comprehensive ability evaluation among 200 banks in China for Q1 2023, indicating its stable market position within the top tier of the industry [1] Group 2 - In 2023, Xinyin Wealth Management focuses on "seeking progress while maintaining stability" and prioritizes qualitative improvements over quantitative growth, aiming to build a comprehensive and well-structured product system [2] - The product system includes a diverse range of offerings categorized into "6+2" types, with an emphasis on low-volatility core products and high-yield investment opportunities to meet the needs of medium to high-risk clients [2] Group 3 - The company has initiated the "Lighthouse Plan" in 2021, aligning its mission with national strategies and focusing on ten key business areas to drive strategic business development and execution [3] Group 4 - Xinyin Wealth Management emphasizes three key principles for high-quality development: customer-centric service, stable wealth management, and a long-term investment approach, aiming to enhance client satisfaction and ensure wealth preservation [4] Group 5 - As it approaches its third anniversary, Xinyin Wealth Management remains committed to serving the real economy and promoting common prosperity, focusing on enhancing the value, inclusivity, and adaptability of its wealth management services [5]
信银理财获“年度卓越银行理财子公司”
Xin Hua Wang· 2025-08-12 06:14
Core Insights - Xinyin Wealth Management was awarded the "Annual Outstanding Bank Wealth Management Subsidiary" at the "2023 China Financial Development Forum and the 14th China Golden Ding Award Ceremony" for its exceptional comprehensive strength in bank wealth management [1] Company Overview - Xinyin Wealth Management is a significant part of CITIC Bank's asset management strategy, adhering to the philosophy of "entrusted by others, managing wealth for others" and focusing on customer-centric services [4] - The company has developed a multi-tiered product system with different risk-return characteristics, covering six major product tracks: currency, currency+, fixed income, fixed income+, mixed, and equity [4] - Xinyin Wealth Management has gained high market recognition, ranking among the top tier in comprehensive wealth management capabilities according to Puyi Standard and Zhongzheng Jinnv's national wealth management institution rankings [4] Future Outlook - The company aims to continue its mission of "serving the real economy and promoting common prosperity," leveraging CITIC's collaborative advantages to enhance the political and people-oriented nature of financial work [4] - Xinyin Wealth Management is committed to improving its professionalism to better provide asset management services to various clients, aspiring to become a leading technology-driven asset management firm domestically and internationally [4] - The company seeks to contribute to the high-quality development of the social economy through its services [4]
信银理财获“银行理财公司拓扑奖”
Xin Hua Wang· 2025-08-12 06:14
Group 1 - The core viewpoint of the article highlights that Xinyin Wealth Management has been awarded the "Bank Wealth Management Company Topology Award" at the 2023 Zhitong Finance Sixth Investment Annual Conference, recognizing its leading comprehensive strength in bank wealth management [1][4] Group 2 - Xinyin Wealth Management, as an important layout of CITIC Bank in the asset management field, adheres to the philosophy of "entrusted by others, managing wealth for others," focusing on customer-centric services [4] - The company has developed a multi-layered product system with different risk-return characteristics across six major product tracks: money market, money market+, fixed income, fixed income+, mixed, and equity, leveraging advanced financial technology to meet diverse client needs [4] - Xinyin Wealth Management aims to enhance its professional services and contribute to high-quality social and economic development, while maintaining its mission of "serving the real economy and promoting common prosperity" [4]