在资产管理信托领域，与会人员围绕近期的一系列行业新动向进行探讨。中诚信托董事会秘书王玉 国表示，行业已从融资功能主导转向资产管理与财富管理双轮驱动，投研体系化建设、风险管理精细化 成为核心竞争力。信托公司需立足"受托人核心定位"，全面拥抱资本市场，在资产创设、产品组合、财 富管理等环节形成差异化竞争优势。上海信托战略发展总部负责人付宇翔结合低利率市场环境分享了在 立体化产品线构建、机构协同与资产配置方面的实践经验，认为财富管理与资产管理的循环驱动是破局 关键。对于未来业务的发展方向，与会人员一致认为，提高主动管理能力，是行业发展的必由之路，接 下来应将标品资产的稳定收益作为打底，叠加非标资产的增值空间，形成差异化产品竞争力。 在资产服务信托领域，业内人士围绕财富传承、养老服务、基层治理等场景的创新实践展开交流， 凸显了服务信托作为行业本源业务的广阔前景。外贸信托从事一线业务的专业人士分享了场景服务信托 的探索成果："我们聚焦城商银行、农商银行客群需求，创设财富传承、养老特需、基层治理等应用场 景，通过家庭信托、物业服务信托等工具，帮助合作机构拓展客群、提升黏性。"据介绍，近期推出的 养老服务信托，通过长期资金 ...

Group 1 - The recent family wealth disputes of a well-known entrepreneur's descendants have brought offshore family trusts into the spotlight, highlighting their role as a wealth transfer tool for the wealthy [1] - Family trusts provide unique features such as asset independence, allowing trust property to exist independently of the settlor, trustee, and beneficiaries, which meets the long-term wealth management needs of high-net-worth individuals [1] - In addition to wealth transfer, family trusts can also protect assets, mitigate risks, and provide for retirement, ensuring financial security for the elderly [1] Group 2 - The establishment of family trusts must comply with legal and regulatory requirements, and the assets placed in the trust must be legitimate and lawful [2] - The motivations for setting up a trust must align with its intended purpose; improper motives, such as hiding assets or evading debts, can render the trust invalid [2] - Offshore family trusts are established in jurisdictions outside the settlor's residence, with popular locations including Hong Kong, Singapore, and the British Virgin Islands, which have favorable legal frameworks for trust management [3] Group 3 - Offshore family trusts are subject to more complex legal regulations compared to domestic trusts, and there have been instances where such trusts have been legally challenged [3] - The minimum investment for family trust products is typically 10 million yuan, with a "low-cost" version available for 1 million yuan, making these financial tools accessible to a broader range of high-net-worth individuals [3] - As of the end of last year, the total balance of family trusts in China reached 643.579 billion yuan, indicating significant growth in this sector [3]

Core Viewpoint - The company emphasizes high-quality development as a primary task in alignment with national strategies and financial reforms, focusing on enhancing its service capabilities in various financial sectors [1][3][10] Group 1: Strategic Direction - The company is committed to integrating its development with national strategies, particularly in supporting the five key areas of financial services: technology finance, green finance, inclusive finance, pension finance, and digital finance [1][3] - The company aims to deepen its understanding of political and social responsibilities, ensuring that its operations align with the broader goals of the state [2][3] Group 2: Service to the Real Economy - The company prioritizes serving the real economy by providing financial support to small and medium-sized enterprises and engaging in green and low-carbon economic initiatives [3][4] - The company has successfully launched innovative financial products, such as the first special knowledge property asset-backed note for private technology SMEs, enhancing financing channels for these enterprises [3] Group 3: Business Transformation - The company is pursuing a steady transformation towards differentiated and specialized development, establishing a "2+4" business system focusing on asset management and various trust services [5] - The company is enhancing its core investment research capabilities and developing a diverse product portfolio centered around fixed income [5][6] Group 4: Professional Capability Enhancement - The company is focused on improving four key professional capabilities: comprehensive risk management, professional investment research, wealth management, and information technology support [7][8] - The company is implementing a systematic investment research framework to enhance investment strategy precision and performance contribution [7] Group 5: Financial Innovation and Supply-Side Reform - The company is actively involved in supply-side reforms to enhance productivity, particularly by supporting the development of new and traditional industries through various financial instruments [9] - The company has successfully implemented a green industry employee stock ownership plan, demonstrating its commitment to supporting national strategies and the real economy [9]