2021 Winners 获奖名单
中国最佳财富管理机构 — 财富规划和安排
Best Wealth Manager in China – Wealth Planning and Structuring
五矿国际信托有限公司
Minmetals International Trust Co., Ltd.
何飞
He Fei
五矿信托财富管理中心总经理
general manager
Wealth Management Center
Mintrust
由衷的欣赏评委会的专业精神，也十分认可《亚洲私人银行家》对全球金融市场高屋建瓴的理解，以及对大中华财富管理行业的深刻洞见。过去三年，五矿信托财富管理业绩逐年翻番。综合业绩年复合增长率达到76%。零售业绩2021年突破1200亿，年复合增速高达130%。出色的业绩源于我们专业科学的财富管理服务，更离不开投资者的信赖。诸多国际权威荣誉的授予进一步验证了五矿信托资产配置战略的显著成效与行业领跑优势。
五矿信托财富管理的品牌仍在不断精进。我们的战略清晰，执行果敢；我们的团队都是精挑细选的顶尖人才，富于创新有活力。相信在不远的未来，我们会在资产配置的服务框架下更有所为，以不变的初心和信心，陪伴客户穿越周期稳健前行。
We appreciate the professionalism of the judging panel, and endorse Asian Private Banker’s strategic understanding of the global financial market and its profound insights in the wealth management industry in Greater China.
As a brand, Mintrust Wealth Management is still evolving. But with a clear strategy, robust execution and a team of top-tier professionals full of innovation and vitality, we are confident that we will help our clients ride out market cycles to move forward steadily.
五矿信托财富管理累计服务超过数万名高净值客户和企业类客户，根据客户的风险偏好和资金配置需求，实现了“一站式”全市场的资产配置功能，形成跨经济周期、适配客户全财富场景与个性化需求的资产配置组合与财富规划服务体系。
为了提升资产配置服务的精准度，五矿信托已经创造了三项业内第一：是第一家完成了信托行业线上化的公司，第一家引入科技公司共同研发资产配置系统的公司，也是第一家引进算法工程师去做智能资产配置的公司。
2022年，五矿信托财富管理已启动4K计划，五矿信 托App也将全面切换为一个充分实现资产配置功能 的App，从KYC开始，逐步推进KYP（KNOW YOUR PRODUCT）、KYM（KNOW YOUR MARKET、KYA（KNOW YOUR ALLOCATION）等4K计划内容。
因此，五矿信托财富管理荣获《亚洲私人银行家》2021年度“中国财富奖”之“最佳财富规划和安排”奖项。
Through its Wealth Management Center, Mintrust has served tens of thousands of HNWIs and corporate clients, and developed a “one-stop” asset allocation capability across all markets, in line with customers’ risk appetite and allocation needs.
Minmetals Trust has achieved three firsts in the industry: it has been the first to complete the online migration of the trust business, the first to develop the asset allocation system jointly with technology companies, and the first to introduce algorithm engineers to perform intelligent asset allocation.
Mintrust WM started its “4K” campaign in 2022. It began with the rolling out of KYC (Know Your Customer), and will include KYP (Know Your Product), KYM (Know Your Market) and KYA (Know Your Asset).
It is for these reasons that Mintrust Wealth Management Center is the winner of Asian Private Banker’s 2021 award for Best Wealth Manager in China – Wealth Planning and Structuring.
