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头部券商财富端与资产端融合新模式正式开启 The new model of wealthy-side and asset-side integration of head brokers officially opened



Title: 2019中国财富管理创新国际峰会
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日前,中信证券和歌斐资产签署了以公开市场“红树林计划”作为首要核心的全方位战略合作框架协议。双方将就本项目在红树林孵化私募基金投顾与优秀私募基金管理人并配套的募集服务、投资研究服务、技术运营服务、投后管理服务等方面开展全面、友好的合作。
Recently, CITIC Securities and Goffer Assets signed an all-round strategic cooperation framework agreement with the open market "Mangrove Plan" as the primary core. The two sides will carry out comprehensive and friendly cooperation on this project in terms of mangrove incubation private equity fund investment, excellent private equity fund managers and supporting collection services, investment research services, technical operation services and post-investment management services.

两者的结合,从横向的私募基金规模利润成长与纵向不同规模、需求与专业度对应恰当服务两个角度为管理人提供了立体的服务与孵化。这一新组合将有机会改变整个中国公开市场和财富管理市场的格局和风貌,财富端与资管端融合的新模式就此开启。
The combination of the two sides provides a three-dimensional service and incubation for managers from the perspective of horizontal private equity fund profit growth and vertical scale, demand and professionalism. This new combination will change the pattern and style of the entire Chinese open market and wealth management market, the new model of integration of wealth and asset management will be opened.

2019中国财富管理创新国际峰会将于5月23-24日在北京盛大召开。券商的财富管理转型,从证券经纪到财富管理,实则是从通道业务走向主动管理,这一过程困难重重。作为当前行业前沿话题,券商的财富管理转型问题受到多方关注,如何向财富管理转型,峰会组委会将邀请众多头部券商共同探讨转型难题。
China Wealth Management Innovation Summit 2019 will be held in Beijing on May 23-24. The transformation of wealth management of brokers, from securities brokerage to wealth management, is actually moving from channel business to active management,this process is very difficult. As a frontier topic in the current industry, wealth management transformation of brokerages has attracted much attention. How to transform into wealth management, the organizing committee will invite many head brokers to discuss the transformation problems.

2019财富管理金泉奖火热申请中,欢迎财富管理行业从业者前来咨询。
Golden Fountain Award 2019 is in hot application, welcome wealth management industry practitioners to consult.
 
Download Award Application form
下载奖项申请表
 
奖项设置 Award Setting

私人银行类
Private Bank Category

非银金融机构类
Non-bank Financial Institutions Category
最具潜力私人银行奖
Most Potential Private Bank Award
最佳私人银行品牌建设奖
Best Private Bank Brand Building Award
最佳私人银行营销创新奖
Best Private Bank Marketing Innovation Award
最佳私人银行业务创新奖
Best Private Banking Innovation Award
最佳私人银行客户服务奖
Best Private Bank Customer Service Award
券商类
Securities Category
最佳券商产品创新奖
Best Securities Innovation Award
最佳券商客户服务奖
Best Securities Customer Service Award

基金类
Fund Category

最佳基金产品创新奖
Best Fund Product Innovation Award
最佳基金客户服务奖
Best Fund Customer Service Award
独立财富类
Independent Wealth Category
信托类
Trust Category
独立财富行业领军奖
Independent Wealth Leadership Award
独立财富业务创新奖
Independent Wealth Business Innovation Award
独立财富最具成长力奖
Most Fast Growing Independent Wealth Award
独立财富客户体验杰出奖
Independent Wealth Excellent Customer Experience Award
独立财富品牌建设奖
Independent Wealth Brand Building Award
最佳家族信托管理创新奖
Best Family Trust Management Innovation Award
最佳信托产品创新奖
Best Trust Product Innovation Award
保险类
Insurance Category
最佳保险财富产品创新奖
Best Insurance Wealth Product Innovation Award
最佳保险品牌建设奖
Best Insurance Brand Building Award
最佳保险客户服务奖
Best Insurance Customer Service Award
资产管理与投资类
Asset Management and Investment Category
财富科技类
Wealth Tech Category
资产配置产品创新奖
Product Innovation Award of Asset Allocation
房地产基金卓越贡献奖
Excellent Contribution Award of Real Estate Fund
私募股权投资引领奖
Leading Award of Private Equity Investment

最佳财富管理大数据应用奖
Best Wealth Management Big Data Application Award
最佳财富管理人工智能应用奖
Best Wealth Management AI Application Award
最佳财富管理综合解决方案奖
Best Wealth Management Integrated Solutions Award

事务服务类
Service Category


最佳财富管理法律服务机构
Best Wealth Management Legal Service Agency
最佳海外置业服务专家奖
Best Oversea Property Service Expert Award
最受欢迎的留学服务机构奖
Most Popular Overseas Study Service Agency Award
最受欢迎的移民服务机构奖
Most Popular Immigration Service Award
最佳本土家族办公室奖
Best Local Family Office Award
个人
Personal Award
私人银行家创新典范奖
Private Banker Innovation Model Award
跨境财富管理领袖奖
Cross-border Wealth Management Leadership Award

现在报名
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顺颂安祺!
Bruce Zhang 张先生 | Organizing Committee of WMI 2019 | SZ&W Group
Tel: +86 21 5830 0710-8096 | Mob: +86 18702167212 | Email: brucez@szwgroup.com
FFI近期会议 FFI Upcoming Event
2019中国特殊资产管理创新国际峰会  64-5 | 中国·上海
China Special Asset Management Innovation Summit 2019  Jun. 4th -5th | Shanghai,China

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