金湧投資(01328.HK)第三季度於IM業務取得進展
格隆匯11月28日丨金湧投資(01328.HK)發佈公告,於2019年第三季度,該集團於IM業務中取得進展及:成功擴大客户羣至中國保險公司,以就投資港股通股票提供全權投資顧問服務,並就管理投資組合與一間中國保險公司籤立投資顧問協議;成功從公司的主要銀行機構客户之一取得重大額外投資;繼續與內地金融機構客户建立關係,主要包括銀行、保險公司、證券公司、產品分銷商及高淨資產值人士;加大籌集資金及營銷方面的力度,而集團已準備就緒,就籌集新資金與基金分銷商合作推銷產品;透過引入一系列自動化程序,對投資平台進行升級及自動化,藉以支援額外產品的日常管理運作;集團持續投資於數據化投資及研究數據,並開發量化分析模型,為直接投資及資本配置獲取資訊。
由於全球、中國及香港的環境日趨嚴峻,CRM業務的增長速度較為緩慢,與公司的初步評估有所不同。對集團而言乃屬新穎的IM業務正在按照計劃穩定發展。
根據該集團對業務營運及財務狀況的審閲,該集團擬繼續開發其IM業務,專注成為產品、解決方案、平台及基建的供應商。
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