康瑞博:瑞銀亞洲資產管理規模首次破9,000億美元
第28屆瑞銀亞洲投資論壇(AIC)周二(27日)開始,一連4日在香港舉行,瑞銀亞太區總裁兼財富管理全球聯席總裁康瑞博(Iqbal Khan)今早發表開幕致辭,表示年初以來,環境劇變,在導致了市場波動的同時,令投資者面對不明朗前景,各類資產均出現避險情緒高漲。但瑞銀始終抱持樂觀態度,其業務表現依然強勁,財富管理業務稅前利潤按年上升36%。 在亞洲的資產管理規模亦首次突破9,000億美元。
該論壇超過3,500位參會者,包括印度經濟學家、國際貨幣基金組織前首席經濟學家、印度儲備銀行第23任行長Raghuram Rajan等,相較去年增長超20%,其中包括350家企業,總市值超過9萬億美元。討論議題包括聚焦巨集觀經濟和地緣政治大局,深入探討當下的不確定性和應對之策,以及自主人工智能、機械人、網絡安全,以及下一代科技如量子運算。
康瑞博表示,年初以來,環境劇變,導致市場波動的同時,令投資者面對不明朗前景,各類資產均出現避險情緒高漲,尤其是在關稅局勢不斷發展的情景下。美國政府的關稅政策推動保護主義抬頭,導致全球供應鏈更加分化,但亦帶來替代性貿易框架和供應鏈的機遇。
他指,瑞銀始終抱持樂觀態度,業務表現強勁,今年首季,財富管理業務稅前利潤按年上升36%,在亞洲的資產管理規模亦首次突破9,000億美元,是亞太區業務錄得自收購瑞信以來最強勁的業績。
康瑞博認為,私募信貸作為新興資產類別受到青睞,過往私募信貸集中於私人貸款,但在高息和交投放緩的市場環境下,該資產類別正在開拓新領域。科技方面,尤其是代理式人工智慧,有望大幅提升該生態系統的普及和有效應用。地區方面,中東地區是新機遇所在,2023年外國直接投資額超過880億美元,2024年該趨勢持續,而且延續至今年。
此外,地區性貿易體系和當地語系化生產正在崛起。 而亞洲擁有全球近59%人口,貢獻全球國內生產總值增幅的55%,對全球經濟增長貢獻率達60%。
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.