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深耕中国市场!瑞银以国际视野书写普惠金融实践
券商中国· 2025-11-17 00:18
Core Viewpoint - The article emphasizes the role of the securities industry in promoting inclusive finance as part of China's high-quality development strategy, highlighting UBS's commitment to integrating international experience with local market needs to provide diverse financial services [1][2]. Group 1: Financial Technology and Services - UBS Securities has established itself as the first fully licensed foreign securities company in China, focusing on enhancing financial accessibility and coverage through financial technology [2]. - The launch of the "UBS e-Da" mobile app aims to simplify trading processes and improve investor education, providing global market insights and a dedicated investor protection section [2]. - UBS Securities collaborates with Wind Information to innovate digital research services, making high-quality analysis accessible to domestic professional investors [3]. Group 2: Wealth Management - Since 2020, the average wealth of adult residents in mainland China has increased by 26.75%, yet financial assets account for less than 53%, indicating significant growth potential in wealth management [5]. - UBS has launched the "UBS Wealth Management" digital platform to extend its wealth management expertise to a broader audience, allowing investors to complete account setup in just three minutes and access global market insights [5]. - The platform utilizes big data analytics to match clients' risk levels and offers a diverse range of fund products to meet varying client needs [5][6]. Group 3: Social Responsibility and Rural Revitalization - UBS Securities is committed to serving underserved areas and vulnerable groups, participating in China's rural revitalization initiatives [7]. - The company has implemented financial literacy education programs for rural students and entrepreneurship empowerment projects for rural women, benefiting over 13,600 individuals [7]. - UBS emphasizes that the ultimate goal of inclusive finance is to enhance social welfare while promoting economic development, integrating social impact into its corporate strategy [8].
深耕中国市场 瑞银以国际视野书写普惠金融实践
Zheng Quan Shi Bao· 2025-11-16 22:32
Core Insights - UBS is committed to promoting inclusive finance in China, aligning with the country's shift towards "high-quality development" in the financial sector [1] - The company leverages technology to enhance financial service accessibility and transparency, addressing the complexities of the securities market [2] - UBS has launched digital wealth management platforms to cater to the growing demand for diversified investment services among Chinese investors [4][5] - The firm emphasizes social responsibility by engaging in rural revitalization projects and financial literacy education [6][7] - UBS aims to integrate social welfare into its financial services, promoting a "finance for good" strategy [8] Group 1: Technology and Financial Services - UBS Securities has established a comprehensive organizational structure and utilizes fintech to expand its service boundaries, enhancing accessibility for market participants [2] - The launch of the "UBS e-Da" mobile app simplifies trading processes and focuses on investor education, providing global market insights [2] - UBS collaborates with Wind Information to innovate digital research services, making high-quality analysis accessible to domestic investors [3] Group 2: Wealth Management - The UBS Global Wealth Report indicates a significant increase in wealth among Chinese adults, with an average growth of 26.75% since 2020, highlighting the potential for wealth management services [4] - The "Rui Fu Zhong" digital wealth management platform was introduced to provide broader access to UBS's wealth management expertise, allowing investors to complete account setup in just three minutes [4] - The platform employs big data analytics to match clients' risk profiles and offers a diverse range of fund products to meet varying client needs [4] Group 3: Social Responsibility and Rural Revitalization - UBS Securities aims to serve underrepresented groups in the financial system, contributing to rural revitalization efforts in China [7] - The company has initiated financial literacy programs for rural students and entrepreneurship support for women, significantly impacting over 13,600 individuals [7] - UBS's "Finance for Good" strategy integrates social impact into its business model, exploring innovative financing structures to attract private capital for greater social and environmental benefits [8]