沃德财富万里行
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交通银行“沃德财富万里行”深圳站成功举行
Shang Hai Zheng Quan Bao· 2025-12-18 18:24
未来,交通银行将依托经营综合化、服务全球化优势,持续丰富财富管理服务体系,深化跨境金融创 新,为粤港澳大湾区客户提供更加全方位、跨市场、一体化的综合金融服务。 ◎记者 周亮 近日,交通银行"沃野万理·共见未来——沃德财富万里行"全国巡回路演深圳站活动在深圳举行。 交通银行业务总监涂宏在致辞时称,在当前复杂多变的全球经济形势下,交通银行始终坚持以客户为中 心,通过专业化的财富管理服务,助力客户实现资产稳健增值。 持续丰富财富管理服务体系 此次"沃德财富万里行"深圳站活动是继北京、上海、广州之后全国巡回路演的第四场线下活动。 "沃德财富万里行"是交通银行架构调整后的首个市场推广项目,标志着交通银行在服务国家战略、深化 财富管理业务改革、满足客户需求方面迈出重要一步。 "十五五"规划建议提出,多渠道增加城乡居民财产性收入。近日举行的中央经济工作会议将"坚持内需 主导,建设强大国内市场"列为明年经济工作重点任务,提出"深入实施提振消费专项行动,制定实施城 乡居民增收计划"。 涂宏表示,交通银行做优做强财富管理业务,既是落实国家战略部署、促进共同富裕的重要举措,更是 商业银行顺应市场及客户需求的必然选择。 深圳以独特的 ...
交通银行“沃德财富万里行”全国巡回路演(广州站)启动
Shang Hai Zheng Quan Bao· 2025-12-16 14:07
Group 1 - The core initiative of the Bank of Communications is the establishment of a Wealth Management Department to enhance its wealth management services and align with the national strategy for common prosperity [1][3] - The "Wode Wealth Nationwide Tour" is the first marketing project following the organizational restructuring, aiming to expand wealth management services from key regions to the entire country [1][6] - The tour will connect major economic zones including the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, and Beijing-Tianjin-Hebei, promoting the bank's wealth management services [1][3] Group 2 - The bank's branches in the Guangdong-Hong Kong-Macao area have developed strong cross-border financial service capabilities, aiming to support the region's development as a world-class city cluster [3][6] - Experts at the event discussed macroeconomic outlooks, with insights on the long-term appreciation of the RMB against the USD due to various economic factors [4][6] - The event featured discussions on cross-border wealth management, emphasizing the need for lower account opening thresholds to facilitate global asset allocation for clients [5][6] Group 3 - The bank plans to conduct over 50 events nationwide in the next six months, including product strategy meetings and investment report sessions, to foster wealth growth and economic development [7][8] - The Hong Kong branch reported a 13% year-on-year increase in managed assets, highlighting the growing demand for offshore family trusts among clients in the Greater Bay Area [7][8] - The bank will collaborate with over 80 financial institutions to provide insights on macro trends and asset allocation strategies to clients [8]