中銀香港(02388.HK) :「私人財富」客戶按年增三成 推視頻基金投資服務
中銀香港(02388.HK)個人金融及財富管理部副總經理何偉文在記者會上表示,該行資產淨值800萬元或以上的「私人財富」客戶,偏好使用數碼化渠道進行投資。截至今年6月,有關客戶有近70%的理財交易透過線上渠道進行。相較去年底,該客戶群透過遙距工具「RM Chat」進行定期存款的金額更增長超過六成。
他提到,該行「私人財富」業務自2020年推出以來,業務一直穩步增長。截至今年6月,該業務客戶人數按年增長30%,資產管理規模(AUM)增加14%,其中增長來源以傳承保險較多,而投資類別亦有錄得升幅。隨著第五波疫情緩和市道好轉,有信心今年該業務客戶人數及AUM都有雙位數升幅。
何偉文指,該行會繼續擴充「私人財富」業務,今年5月已於北角開設第三間有關分行,業務的客戶經理人手亦正按步增加,料今年會有雙位數的按年升幅。另外,目前該業務約兩成為跨境客戶,相信跨境客會成未來業務增長動力。
中銀香港為「私人財富」客戶推出「RM Chat」Investment by Video視頻投資服務。客戶可透過手機銀行,以視頻形式與分行的客戶經理會面,投資近900隻基金。中銀香港個人金融及財富管理部助理總經理(客層管理)溫晞文稱,首階段服務將於指定28間分行推出,預期於年內覆蓋全線分行,未來冀覆蓋保險、按揭等更多服務。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.