諾亞控股(06686.HK)主席兼CEO:中國高淨值客戶的全球配置或是未來20至30年大趨勢
諾亞控股(06686.HK)(NOAH.US)投資者日在香港圓滿舉辦,來自多間知名投資機構及研究機構代表,以及部分諾亞核心客戶線上線下近百人列席參加。
諾亞控股聯合創始人、董事會主席兼CEO汪靜波致辭指,財富管理的關鍵是抓大趨勢,而財富管理者要做的是通過資產配置實現「可糾錯的反饋閉環」。雖然產業全球化的腳步在慢慢放緩,但資本全球化則才剛剛開始,中國高淨值客戶的全球配置,可能是未來20至30年的大趨勢。
諾亞國際提到,今年宏觀的高度不確定性,讓多地域和多元配置策略有了發揮的空間。建議投資人在這個關鍵節點上進行戰略資產配置檢視和調整,首先是基礎的各項安全檢視,然後調整戰略底倉配置,再通過各類多策略組合投資來佈局增長,實現「反脆弱」和「可糾錯」的戰略資產配置和戰術資產配置。
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