Strictly speaking, Hengtian Wealth is not a third-party wealth management company. Third-party financial management refers to those independent intermediary financial institutions, which are different from banks, insurance and other financial institutions, but can independently analyze the financial situation and financial needs of customers, judge the required investment tools and provide comprehensive financial planning services. Simply put, the third-party wealth management company is a consulting company, and it has no wealth management products. It's just a consulting company that provides financial planning for customers. Hengtian Wealth Investment Management Co., Ltd., referred to as Hengtian Wealth for short, was established in 20 11116 with a registered capital of1100 million yuan. Headquartered in Beijing CBD, the company provides professional services in wealth management, asset management, insurance brokerage and other fields. Hengtian wealth product line covers fixed income and similar fixed income products, equity investment products, securities market products, real estate funds, overseas funds, service products (family trusts, etc.). ), Public Offering of Fund, insurance products and many other types. In other words, Hengtong Wealth has its own wealth management products, so it is not a third-party wealth management company in the strict sense.

20 16 In May, Hengtian International Capital Management Co., Ltd. was granted 1 (securities trading), 4 (providing securities advice) and 9 (providing asset management) licenses by the Hong Kong Securities Regulatory Commission.

2065438+June 2006 1 day, Hengtian wealth financial service platform "Hengtian Jinfu" was officially launched.

In 20 18, Hengtian Fortune continued to develop in the direction of diversification and standardization, persisted in creating long-term value for customers' assets, constantly improved the risk control management system, and upgraded it to a system of "four-layer screening for managers+three-dimensional risk control".

In 20 18, Hengtian Fortune founded the first "Financial Planner Day" in the industry.

In 20 19, the accumulated asset allocation scale of Hengtian Fortune exceeded one trillion yuan, and * * * issued more than 9,000 financial products, serving more than 65,438+million high-net-worth families and corporate customers.

In 20 19, Hengtian Fortune once again improved its commercial layout, and set up three sections, namely asset management, wealth management and insurance brokerage, with Hengtian Wealth Investment Management Co., Ltd. as the holding platform.

The product management cycle of Hengtian Fortune covers five links: strategy formulation, product acquisition, risk control, compliance sales and survival management.