Asian Private Banker China Wealth Awards 2021 – Best City Commercial Private Bank in China

2021 Winners 获奖名单

中国最佳私人银行 — 城市商业银行组
Best City Commercial Private Bank in China

上海银行股份有限公司
Bank of Shanghai

上海银行已经连续四年被《亚洲私人银行家》评为“最佳私人银行 城市商业银行组”,这对上银财富而言是重要的荣誉与认可。

近年来,上海银行紧抓居民财富增长的战略机遇期,于财富管理与私人银行业务方面全面发力。而“上银财富”是上海银行为客户量身定制的财富管理服务品牌,通过综合资产配置,为客户提供整体财富管理解决方案,达成财务可持续增长目标,全方位保障客户的财富健康。上银财富打造了阶梯式的财富管理客群经营体系,以高端借记卡为载体,为客户配套提供分层的金融与非金融服务。

金融服务方面,上银财富为客户提供财富管理整体解決方案,提供包括财富增值、财富保障、财富传承、财富精神等四大类专业化方案。通过优秀选聘能力的专家团队,对产品采取高标准严选,打造了以资产配置为核心、覆盖不同品类开放式的“精选产品平台”。专业的客户经理团队,将根据客户的需求进行整体方案推荐与资产配置组合。

非金融服务方面,上银财富以“我想给你更好的”为价值观,致力于提升财富的高度、增加财富的深度、拓宽财富的广度、燃起财富的温度,提供了囊括健康、出行、人文、家庭、升学等一系列客户服务方案。

2021年,虽然外部市场剧烈波动,但上海银行财富管理的业绩表现仍然抢眼,财富管理中介业务、公募基金销量等都实现了高速增长。在私人银行业务领域,上海银行是最早布局私行业务的区域银行,在多年的深耕探索下,目前已在上海区域市场建立了独特的品牌特色并辐射全国,赢得了客户和市场的认可。

未来,上银财富将继续致力于为客户提供优质的财富管理与私人银行服务,让更多的客户能够获得上银财富专业、有温度的财富管理服务,分享国家发展的红利,实现共同富裕。

In recent years, Bank of Shanghai has spared no effort in building its WM and PB business, seizing the strategic opportunity offered by the wealth accumulation in China.

The bank’s bespoke WM services are branded as “BOSC Wealth Management”. Through comprehensive asset allocations, customers are offered WM solutions that deliver on their target of sustained wealth growth, thus safeguarding their financial health.

BOSC Wealth Management has created a tiered WM system and offers customers a complete set of financial and non-financial services, using a high-end debit card as medium.

BOSC Wealth Management offers overall WM solutions covering four major categories of professional services: wealth appreciation, wealth preservation, succession, and wealth consciousness. An expert team has created an open platform for asset allocation, allowing the relationship managers to recommend portfolios that match customer needs.

Despite a volatile 2021, BOSC Wealth Management posted strong growth in both WM intermediate income and mutual fund sales.

Bank of Shanghai has been the first regional bank to roll out PB services. Over the years, it has developed unique brand features in the Shanghai regional market with a nationwide reach — gaining customer and market recognition.

BOSC Wealth Management remains committed to offering high-quality WM and PB services, to extending its services to even more customers and to sharing the benefits of economic growth to achieve common prosperity.

In recognition of its WM capabilities, Bank of Shanghai is the winner of Asian Private Banker’s award for Best Private Bank in China – City Commercial Bank, for a fourth consecutive year.