Driven by globalization and the development of financial technology, the banking environment is undergoing profound changes. Against this backdrop, CNCBI Wealth Management adheres to the concept of "customer-centric", deeply understands the wealth management needs of customers, and continues to create diversified and personalized solutions. As an important part of China CITIC Bank's asset management efforts, CNCBI Wealth Management has always adhered to the concept of "being entrusted by others and managing wealth on behalf of others", and provides customers with a full range of wealth management services with a customer-centric approach.
The comprehensive strength is leading and has won market recognition
CNCBI Wealth Management continues to deepen its efforts in product innovation, technology empowerment and customer service, and has established six major product tracks, including currency and currency+, fixed income, fixed income+, hybrid, equity products to meet customers with different risk appetite and income needs. Through the introduction of advanced financial technology, CNCBI Wealth Management has successfully built a multi-level product system and won wide recognition in the market.
In various rankings, CNCBI Wealth Management's comprehensive strength has always ranked first in the industry. This not only proves CNCBI Wealth Management's professional capabilities and brand influence in the field of asset management, but also reflects the market's high recognition of CNCBI Wealth Management. Recently, CNCBI Wealth Management was shortlisted for the "Joint Intelligence Review 2023 2nd Wealth Management Golden Toad Award" and won two awards, including one institutional award and two product awards, and its strength should not be underestimated.
Practice social responsibility and innovate "charity."+ Finance" model
In addition to its outstanding performance in asset management, CNCBI Wealth Management also actively fulfills its social responsibilities and regards philanthropy as an important part of the company's development. CNCBI Wealth Management innovatively launched the "Charity + Finance" model, and launched the "Warm Children's Travel" charity wealth management brand. This innovative model launched by CNCBI Wealth Management combines investors' needs for wealth preservation and appreciation with philanthropy, which not only satisfies investors' pursuit of wealth appreciation, but also realizes the value of social welfare.
The "Warm Children's Walk" charity wealth management product will be donated to the cooperative public welfare association according to a certain proportion of excess returns and subscription funds for children's medical care, education, health and other public welfare undertakingsIt not only reflects the great importance that CNCBI Wealth Management attaches to social responsibility, but also has won wide praise and support from the society.
As a featured product of "Stable" wealth management, the "Warm Children's Travel" charity wealth management product mainly invests in bond-based fixed income assets. At the level of investment targets, we select medium and high-grade credit bonds and non-standard assets to reduce the credit risk of products. In terms of investment strategy, the hybrid valuation method is used to facilitate the low-volatility investment experience, reduce the fluctuation of the net value of the product, ensure the stability of the product and the stable income, and continue to promote wealth for good and common prosperity in the process of meeting the dual needs of investors for wealth appreciation and preservation and practicing public welfare and good deeds.
Looking to the future, CNCBI Wealth Management will continue to adhere to the concept of innovative development and high-quality social and economic developmentWe will make full use of CITIC's synergistic advantages, continue to deepen the political and people's nature of financial work, continuously improve professionalism, and better provide professional asset management services for all kinds of customers.
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