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The 2nd CITIC Wealth Management Conference concludes in Beijing

2025-10-17 18:08:00

The 2nd CITIC Wealth Management Conference was held in Beijing on October 15. Under the theme "Integration and Development: Creating New Value in Wealth Management," the conference, guided by CITIC Financial Holdings and organized by CITIC Group's subsidiaries including China CITIC Bank and CITIC Securities, gathered 42 leading institutions from public funds, wealth management, insurance, and global asset management sectors. 

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During the event, a new global asset allocation ecosystem was launched, aiming to enhance cross-border financial services based on CITIC Group's initiative of "becoming a trusted partner for Chinese companies going abroad and for foreign companies coming to China". By collaborating with leading asset management institutions, it seeks to help investors seize investment opportunities and optimize asset allocation.

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The conference also introduced the "Xinchengzhang" public welfare charity platform, which will utilize excess returns from "CITIC Innovative Products" charitable wealth management to donate over 10 million RMB in 2025. This initiative pioneers a new market-driven donation model in the wealth management sector, uniting more industry partners to jointly fulfill social responsibilities and demonstrate corporate commitment. 

Additionally, the conference featured discussions on topics such as collaborative channel building, digital empowerment, customer management, and global asset allocation.

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