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平安30财富管理品牌发布一周年 深度解读平安30财富管理服务体系
Xin Hua Wang· 2025-08-12 06:07
Core Insights - The event "Winning the Future" hosted by Ping An Securities highlighted the company's commitment to wealth management and the launch of the "Ping An 30" wealth management service system, aimed at enhancing customer experience and investment outcomes [1][3][9] Group 1: Wealth Management Trends - There is a growing trend among Chinese residents to shift asset allocation towards financial assets, particularly equity assets, with increasing reliance on professional wealth management services [3][4] - Ping An Securities has established a comprehensive asset allocation platform with a target of "hundreds of billions in assets, millions of clients, and tens of thousands of products" since launching its "Wealth Winner" service in 2016 [3][4] Group 2: Ping An 30 Service System - The "Ping An 30" service system is designed to address common investment challenges faced by residents, such as high cognitive barriers and market volatility, by providing tailored asset allocation solutions [4][6] - The service system includes various offerings like Ping An 30 stocks, advisory services, public and private funds, and comprehensive services for enterprises, catering to diverse investor needs [7][8] Group 3: Investment Strategies and Tools - The service emphasizes a holistic approach to wealth management, integrating pre-investment, during-investment, and post-investment phases through professional research and advisory services [6][9] - The "Ping An 30" system offers personalized investment solutions based on investor profiles, including options for self-directed investing, advisory services, and customized private fund solutions [7][8] Group 4: Performance and Impact - Since its inception, the "Ping An 30" private fund service has catered to over 2,000 high-net-worth clients, achieving absolute returns exceeding 90 million yuan [8] - The "Yuan Ying T0" trading tool has generated over 1 billion yuan in excess returns for investors since mid-2021, with an annualized return rate exceeding 9% [8]