瑞承国际一直以“Global+Local”的人才战略汇聚国际化背景专业人士，并且与全球优越的金融机构合作，优选、集合全球特色、优质的产品，为(超)高净值客户实施全球资产配置定制策略。瑞承国际获得《亚洲私人银行家》评选为2021年中国最佳财富管理机构国际服务与投资。

自创立以来，瑞承国际致力于满足高净值人群不同人生阶段的财富目标需求，积极构建从资产端到财富端的全价值链整合能力。

同时，为满足高净值人士不同风险收益偏好、不同阶段资产配置目标、跨市场的投资组合选择，瑞承国际优化海外融资渠道和离岸信托优化等定制化服务，并利用金融科技的智能金融管家服务，让其充分建立起了难以复制的核心优势。

瑞承国际一方面通过全面的专家团队建设来不断提升对全球私募股权、资本市场、地产基金等大类资产的优质投资机会和产品洞察挖掘，一方面利用科技手段，通过大数据完善投资研究、以智能科技提升客户服务体验，以数据量化构建全球资产配置模型，持续在全球范围内为用户挖掘、捕捉更优的投资机会。

在资产配置模型方面，瑞承国际通过挑选全球经济因子、大类资产归因、构建投资组合的三步法，对全球经济因子进行筛选分析、模拟未来走势概率，并通过模型验证因子对目标资产的有效性及走势模拟，从而综合确定配置标的及权重，全程定期检视与修正，做到动态配置管理。

All along, Heritvest has had a human resources strategy to combine local talent and professionals with international backgrounds. It has sought collaborations with outstanding financial institutions worldwide in its selection of unique and high-quality global products to implement bespoke global asset allocation strategies for U/HNW clients.

Since its establishment, Heritvest has been committed to meeting the WM targets and needs of HNWIs in different stages of their development and to building on its capability to integrate the entire value chain connecting assets and WM. A specialist team has developed asset allocation plans, and has been providing HNWIs with solutions covering global fund online trading/subscriptions, centralised management of multi-bank accounts worldwide and structural optimisations of asset allocations.

On the one hand, Heritvest has assembled a highly versatile team of specialists to find high-quality investment opportunities and product insights of global private equity, capital markets, real estate funds and other primary assets.

On the other hand, it uses technological means such as big data to improve investment research, applies smart technology to enhance customer experience.

Heritvest brings one-stop global asset allocation services to various customer demographics, and serves as a bridge between Chinese and foreign markets.

In recognition of its profound professional insights and exceptional WM capabilities, Heritvest International is the winner of Asian Private Banker’s 2021 award for Best Wealth Manager in China – International Services and Investments.