财富管理解决方案

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金融壹账通携手浪潮企业云、浪潮计算机科技 共推AI算力与金融科技全球化落地
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-05 07:57
合作伙伴之一的浪潮企业云,是中国最早的云服务提供商之一,也是中国行业云领域的领导者。浪潮企 业云供云计算、大数据和人工智能等技术与服务,致力于成为具有专业性、生态系统和可信度三大核心 优势的国际先进企业云计算服务提供商和运营商,为制造、能源、交通、医疗、教育、金融等多个行业 的企业和机构提供全栈云计算服务。其专注于打造软硬件融合的行业智能实体,为客户定制"云+AI"数 字化和智能化解决方案,并与合作伙伴共同建立云帆联盟,支持行业的数字化和智能化转型,为数字世 界的建设贡献力量。 而浪潮计算机在创新技术服务器领域占有14%的市场份额(2024年数据,列行业第一),产品组合全面, 涵盖高端、商用和便携式计算机,以及全系列服务器(计算、存储、AI、液冷等),服务于政府、金融等 多个行业。 合作三方共同表示,本次携手合作通过整合金融壹账通的人工智能与金融科技专业知识及香港市场布 局,以及浪潮的云计算、大数据和人工智能硬件实力,旨在如下方面实现突破:一是整合各方在金融、 政府和医疗等领域的资源,开发定制化、创新性的人工智能解决方案;二是借助金融壹账通应用的成功 经验和浪潮的基础设施,跟随"一带一路"的步伐,在全球范围内 ...
诺亚方舟去哪儿了?董事长汪静波持续探索发展方向
Sou Hu Cai Jing· 2025-07-22 02:13
Core Viewpoint - The global economic environment is undergoing profound changes, presenting challenges for businesses. Under the leadership of Chairman Wang Jingbo, Noah Ark is focusing on the wealth management opportunities for the Chinese community, responding to the question of where to go next [1][3]. Group 1 - Noah Ark officially launched its new overseas headquarters, ARK Group, in Singapore in March, marking a significant step in its globalization strategy [1][3]. - The new headquarters will serve three core functions: a global asset allocation center, a wealth management hub, and a cross-regional collaboration platform [3]. - The establishment of the Singapore headquarters reflects the company's commitment to providing innovative and culturally relevant wealth management solutions for global Chinese clients [1][3]. Group 2 - ARK SG aims to leverage Singapore's advanced financial technology infrastructure to offer clients a more efficient and intelligent wealth management experience [3]. - The strategic significance of ARK Wealth lies in its ability to establish a presence in various global locations to better meet the unmet wealth management needs of the global Chinese community [3]. - The company emphasizes the importance of patience and preparation to navigate through the profound changes in the world economy, positioning itself as a "traveler" that transcends cycles [3].
LSEG杭州智数金融论坛回顾:生成式智能时代的财富管理新范式
Refinitiv路孚特· 2025-06-12 08:00
Jack Wong 发表主题演讲 王秋艳女士发表主题演讲 在人工智能与数据科技迅猛发展的今天,金融行业正迎来前所未有的变革。 6月9日,由伦敦证券交易所 集团LSEG主办,亚马逊云科技合作举办的"智数金融:探索AI与数据科技的创新应用"主题活动 在杭州 成功举办,吸引了众多金融科技专家与从业者齐聚一堂。 LSEG亚太区Front Office解决方案总监Dr. Arman Sahovic致开场辞。 他强调,AI与数据科技正成为推动金 融行业效率跃迁与业务创新的核心动力 ,二十多年来,LSEG在亚太地区为客户提供数据可视化和技术开发 方面的支持,与多家头部银行、资管公司、券商等客户在财富管理方向开展深度合作;未来,LSEG将继续 致力于提供前沿的财富管理数字化解决方案。 Dr. Arman Sahovic 致活动开幕辞 LSEG亚太区资深金融数字化解决方案顾问Jack Wong带来主题演讲"效率跃迁:人工智能与大数据的实战应 用解析"。 他分享了AI在研究报告自动化、提案生成、视频内容生成、聊天机器人以及个性化投资建议等方 面的应用案例,详细说明了AI如何帮助研究员提升效率、拓展研究覆盖范围,并通过定制化服务为 ...
杭州活动最后报名机会 | 智能金融:探索AI与数据科技的创新应用
Refinitiv路孚特· 2025-06-03 05:56
发言嘉宾 Dr. Arman Sahovic 胡则昌 数据金融产品负责人, AI产品经理 杭州中焯 赵玉成 中国区合作伙伴总监 LSEG 邓思宇(主持人) 中国区金融数字化解决方案顾问 LSEG 活动合作方 Jack Wong 亚太区资深金融数字化解决方案顾问 LSEG 亚太区Front Office解决方案总监 LSEG 王秋艳 金融行业专家 亚马逊 云科技 即刻扫码报名参会 我们的产品:财富管理解决方案 市场领先的数据、强大的数字工具和切实可行的洞察让财富顾问和投资者都能自信地做出决策。利用我们创新的财富管 理解决方案套件,打造有价值的、个性化的体验。 财富管理工作流程解决方案 来探索有洞见的数字化工具和功能,帮助财富管理顾问实时获取资讯,更高效提升工作能力。 财富数据解决方案 灵活、直观的解决方案,提供市场领先的数据、高级分析和以客户为中心的体验。 欢迎点击 " 阅读原文 ",了解 LSEG 财富管理 更多资讯! (*报名需审核,报名结果以通知邮件为准) ...
杭州线下活动邀请 | 智能金融:探索AI与数据科技的创新应用
Refinitiv路孚特· 2025-05-29 05:56
Group 1 - The article emphasizes the importance of innovative wealth management solutions that provide market-leading data and actionable insights for wealth advisors and investors to make confident decisions [3][4][5] - It highlights the flexibility and intuitiveness of the wealth management workflow solutions, which enhance the efficiency and capabilities of wealth management advisors by providing real-time information [4][5] - The article invites readers to learn more about LSEG's wealth management offerings and mentions that registration for the event requires approval [6]
杭州线下活动邀请 | 智能金融:探索AI与数据科技的创新应用
Refinitiv路孚特· 2025-05-26 09:55
发言嘉宾 Dr. Arman Sahovic 亚太区Front Office解决方案总监 LSEG 王秋艳 金融行业专家 亚马逊 云科技 胡则昌 数据金融产品负责人, AI产品经理 杭州中焯 赵玉成 中国区合作伙伴总监 LSEG 邓思宇(主持人) 中国区金融数字化解决方案顾问 LSEG 活动合作方 Jack Wong 亚太区资深金融数字化解决方案顾问 LSEG 即刻扫码报名参会 我们的产品:财富管理解决方案 市场领先的数据、强大的数字工具和切实可行的洞察让财富顾问和投资者都能自信地做出决策。利用我们创新的财富管 理解决方案套件,打造有价值的、个性化的体验。 财富管理工作流程解决方案 来探索有洞见的数字化工具和功能,帮助财富管理顾问实时获取资讯,更高效提升工作能力。 财富管理工作流程解决方案 灵活、直观的解决方案,提供市场领先的数据、高级分析和以客户为中心的体验。 欢迎点击 " 阅读原文 ",了解 LSEG 财富管理 更多资讯! (*报名需审核,报名结果以通知邮件为准) ...
杭州线下活动邀请 | 智能金融:探索AI与数据科技的创新应用
Refinitiv路孚特· 2025-05-22 08:21
发言嘉宾 Dr. Arman Sahovic 亚太区Front Office解决方案总监 LSEG Jack Wong 亚太区资深金融数字化解决方案顾问 LSEG 邓思宇(主持人) 中国区金融数字化解决方案顾问 LSEG 活动合作方 胡则昌 数据金融产品负责人, AI产品经理 杭州中焯 赵玉成 中国区合作伙伴总监 LSEG 王秋艳 金融行业专家 亚马逊 云科技 (*报名需审核,报名结果以通知邮件为准) 灵活、直观的解决方案,提供市场领先的数据、高级分析和以客户为中心的体验。 我们的产品:财富管理解决方案 欢迎点击 "阅读原文" ,了解关于 LSEG 财富管理 的更多资讯! 来探索有洞见的数字化工具和功能,帮助财富管理顾问实时获取资讯,更高效提升工作能力。 即刻扫码报名参会 财富管理工作流程解决方案 市场领先的数据、强大的数字工具和切实可行的洞察让财富顾问和投资者都能自信地做出决策。利用我们创新的财富管 理解决方案套件,打造有价值的、个性化的体验。 财富管理工作流程解决方案 ...
The Bank of N.T. Butterfield & Son (NTB) - 2025 Q1 - Earnings Call Transcript
2025-04-24 14:00
Financial Data and Key Metrics Changes - The company reported net income of $53.8 million and core net income of $56.7 million for Q1 2025, with core earnings per share at $1.3 and a core return on average tangible common equity of 24.2% [8][19] - The net interest margin increased by nine basis points to 2.7%, while the cost of deposits fell by 13 basis points to 1.60% [8][10] - Total core noninterest expenses were $90.3 million, slightly lower than the previous quarter's $90.6 million [13] Business Line Data and Key Metrics Changes - Net interest income before provision for credit losses was $89.3 million, benefiting from a lower cost of deposits and a positive mix shift in deposits [10] - Noninterest income totaled $58.4 million, a decrease from the previous quarter, primarily due to lower transaction volume and incentive fees, although FX revenue and asset management fees increased [12] Market Data and Key Metrics Changes - Average interest-earning assets remained flat at $13.4 billion compared to the prior quarter [10] - Deposit balances decreased to $12.6 billion from $12.7 billion, with expected average deposits settling between $11.5 billion and $12.0 billion [15] Company Strategy and Development Direction - The company is focused on maintaining a conservative and highly liquid balance sheet, supporting low credit risk investments and disciplined loan books [6] - There is a strategic emphasis on growing retail presence in the Channel Islands and expanding into Singapore, with successful integration of Credit Suisse noted [31][34] - The capital management strategy aims to deliver sustainable quarterly cash dividends while supporting organic growth and potential acquisitions [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong balance sheet and ongoing profitability, despite uncertainties from U.S. trade discussions [20] - Early indications show robust hospitality bookings for the 2025 season in Bermuda and Cayman, contributing to a positive outlook [20] Other Important Information - The company implemented a voluntary early retirement program, which is expected to reduce future expense loads [6][13] - The transition to Basel IV rules improved the regulatory capital ratio by 1.9% for the quarter [18] Q&A Session Summary Question: Credit side concerns regarding residential mortgage book - Management noted pressure in Bermuda and Prime Central London markets, with a focus on low LTV and DSR issues [25][26] Question: Retail presence in Channel Islands and expansion into Singapore - The company reported good growth in the Channel Islands and successful integration in Singapore, with over $10 billion in assets under trust [31][34] Question: Impact of market volatility on securities investment strategy - Management indicated a shift towards medium-term U.S. Treasuries for stability in yields amid market volatility [41][42] Question: M&A discussions in light of trade war - Management stated that trade discussions create uncertainty but do not significantly impact M&A conversations [49][50] Question: Economic downturn and expense management - The company has tactical cost reduction strategies in place, including a successful early retirement program and building operations in a less expensive jurisdiction [72][73]