Global allocation of private equity products with strong strength is an important part of asset allocation for high-net-worth customers. With the steady opening of China's capital market, the participation of many high-quality global managers has brought brand-new vitality and vision to the domestic market. Ping An Private Bank cooperates with outstanding global managers and selects its flagship strategy to provide comprehensive and high-quality global asset allocation solutions for high-net-worth customers.
The overseas investment section of Ping An Private Bank covers global head managers, including Allianz Investment, an active management expert under Allianz Group, Pinhao, a global leader in fixed income investment, Berkey, a Scottish unicorn catcher, Hobo, a Dutch investment engineer, Oak, the king of distressed investment, Lu, the father of fellow funds, Baling, a senior asset manager with a history of 260 years, and so on. Ping An Private Bank pays attention to a number of qualitative and quantitative standards, sets AUM screening requirements for comprehensive managers and boutique managers, comprehensively considers managers' history, style and investment philosophy, and finally strictly selects outstanding managers. _
1. Ping An Private Bank is one of the earliest wealth management institutions in China to launch overseas investment products. It has built a perfect overseas investment shelf and a mature cooperative management system, including four categories of assets: global stocks, global mixed stock bond strategies and global alternative strategies. The introduction of cooperative products pays attention to the long-term performance of managers and the consistency of strategies. As of June this year 1 1, according to incomplete market statistics, it has occupied more than 80% of the market share and is the first choice for most foreign managers to do business in China.
Second, technology empowerment enhances the customer experience and creates supporting services. In addition to diversified and multi-strategic quality products, technology empowerment is another magic weapon for Ping An Private Bank to enhance customer experience. Due to the different characteristics of private equity products, the ability of sales staff to understand and interpret products is uneven, and the ability of online risk disclosure is insufficient, so it is difficult to realize the comprehensive online sales of equity private equity products. The AI Private Direct Platform launched by Ping An Private Bank has become the first private bank in China to realize 7×24-hour online independent trading of private equity products, and has now supported more than 99% of the sales of private equity products of Ping An Bank.
Third, asset allocation is long-term, and cross-regional investment, cross-market investment and cross-currency investment are essential to do a good job of cross-cycle asset allocation. Overseas investment can help customers better allocate assets and avoid the fluctuation of single market risk from these aspects. Ping An Private Bank has always insisted on providing warm financial services to customers and is committed to improving their wealth and health through asset allocation. Provide supporting services through portable banks to help customers cope with market ups and downs and cycle jumps. In terms of overseas investment, Ping An Private Bank set up a video column of "Exploring Shops Abroad" to conduct dialogues and interviews with managers, which helped domestic investors to deeply understand managers' investment ideas and convey market views in a timely manner, and was widely concerned by investors.