Warburg Trust has been adhering to the business philosophy of "maximizing the interests of beneficiaries", taking specialization and differentiated development as the basic strategy, focusing on asset management and trust services, and based on the capital market, constantly strengthening capacity building, channel building and brand building.
Unique advantages
Strong shareholder background
Baosteel Group Co., Ltd. has an outstanding reputation and strong strength. Since 2004, it has entered Fortune Global 500 for seven consecutive years, and ranked 276th in Fortune Global 500 in 20 10.
L excellent brand image
Since 2006, in the selection of outstanding trust companies held by shanghai securities news and Securities Times in Shanghai and Shenzhen, it has successively won "Best Famous Brand", "Best Trust Company in China", "Best Trust Company", "Most Respected Trust Leader", "Best Innovative Company", "Best Trust Manager", "Trust Trust Trust Top Award" and "Trust Trust Top Award".
L outstanding innovation ability
Warburg Trust has been at the forefront of the industry, focusing on two core areas of asset management and trust services, and striving to promote business innovation.
In terms of asset management, ICBC jointly launched the first FOF product with a large state-owned commercial bank, cooperated with Industrial Bank to issue capital preservation strategy stock investment trust products suitable for low-risk preference investors, cooperated with Bank of Communications to issue new shares to subscribe for products at will, and cooperated with ICBC to issue "Jingying" series of securities investment products.
In terms of trust services, the first enterprise annuity plan for foreign enterprises was made through bidding, and the joint filing of the enterprise annuity plan for foreign enterprises in the Ministry of Labor and Social Security was initiated, and the collective trust plan for employee welfare management of "freehand brushwork life" was first promoted in the industry; Successfully issued the first asset securitization product after the expansion of China asset securitization pilot ―― the first credit asset securitization trust of Shanghai Pudong Development Bank in 2007; The innovative variety of structured securities investment business "Thousands of Gold" attracts market attention and provides differentiated private equity fund asset management services for high-end customers; It took the lead in promoting the development of stock index futures and charitable trust products, and was entrusted by the China Banking Regulatory Commission and the Ministry of Civil Affairs to draft a number of management measures, such as the Pilot Measures for Trust Companies to Participate in Stock Index Futures Trading and the Pilot Measures for Trust Companies to Carry out Charity Trust Business.
L comprehensive business qualification
On June 5438+ 10, 2005, it was qualified as an inquiry object for new share issuance, and it was one of the first professional institutions in China to obtain this qualification.
In 2005, the Ministry of Labor and Social Security, together with China Banking Regulatory Commission, China Securities Regulatory Commission and China Insurance Regulatory Commission, conducted the first batch of qualification evaluation of enterprise annuity fund managers, and obtained the business qualifications of enterprise trustee and account manager.
In 2006, he obtained the qualification of special purpose trustee, and was able to act as the trustee of special purpose trust in asset securitization business, manage special purpose trust property and issue asset-backed securities.
In March 2007, the first company formally applied to the CBRC for re-registration, and was approved by the CBRC on April 3, 2007, becoming the first trust company approved to renew its financial license.
In June 2008, it obtained the qualification certificate of "Qualified Investor in Commodity Trading System", and the first batch of qualified local trust companies were only two.
L complete risk control system
Warburg Trust has formed a three-level risk management organization system with the direct leadership of the board of directors and management, the support of the risk management department, the coordination of relevant functional departments and the full linkage of various business departments. In 2005, the Compliance and Risk Management Department was established, which was one of the first trust institutions to introduce the compliance mechanism, and at the same time, introduced the domestic advanced risk management system to monitor risks in real time.
L high-quality professionals
Since its establishment, Warburg Trust has accumulated a large number of highly educated professionals and made outstanding achievements in trust business innovation, product design and marketing. In terms of asset management, the investment research team has a neat lineup, strong strength and strong influence in the industry; Middle and back office support, legal affairs, risk control, information technology, trading and other personnel are fully equipped. Among the existing employees, 49% have a postgraduate degree or above, and the backbone employees have the qualifications of Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Financial Risk Manager (FRM) and International Financial Planner (CFP), with reasonable knowledge structure and innovative, pragmatic and pioneering abilities.
Development and achievements
E- cheap inventory, adhering to the strict and standardized style of Baosteel Group, Huabao Trust has always been operating cautiously, striving to create and maintain good performance with the principle of "maximizing the interests of beneficiaries". In the leading position in the industry, won a number of industry firsts:
The first re-registered trust company after the promulgation of the new two regulations in 2007; The first company obtained the qualification of annuity trustee and account manager issued by the Ministry of Social Security; The first company to carry out structured trust business; The first company to disclose information in public media; The first to introduce independent directors; The first joint venture fund company was established. Always maintain the highest industry rating level of CBRC.
In the whole year of 20 10, Warburg Trust * * * achieved a total income of over1500 million yuan (consolidated caliber, the same below), a total profit of over 800 million yuan, a total asset profit rate of about 15.5%, a capital profit rate of about 19.7%, and a profit rate of about 39.5% for its main business.
Since the establishment of 1998, Huabao Trust has been making profits for 13 consecutive years, and the paid trust plans have never been lower than the expected rate of return, and the accumulated trust income has been 18 1 100 million yuan for various customers. Warburg Trust entered a stage of rapid development in 2006. From 2006 to 20 10, a total of 478 trust projects were liquidated, with a redemption success rate of 100%.
Warburg Trust is based on money market, capital market and industrial investment, and gives full play to the advantages of trust system with its strong investment and research capabilities. Warburg Trust provides customers with flexible and comprehensive asset management services by setting up a single fund trust or a pooled fund trust.
In 2009, he continued to serve as the investment manager of several public welfare funds such as Baoheng Education and China Environmental Protection, and achieved good investment performance.
20 10 makes full use of the flexible characteristics of trust to develop the transfer business of priority income right of fixed income of securities assets; The combination of industry and finance has achieved remarkable results, and the synergy between sectors has deepened, raising more than 5 billion yuan for the Luo Jing project; Providing trust financing for Ning Gang, Zhanjiang and Baosteel metals, saving nearly 90 million yuan in capital cost.
Warburg Trust has a wide range of customer resources and financing channel advantages, which can give full play to the advantages of trust system, provide flexible and complex trust financing services for customers, and also meet the diversified investment needs of investors.
In 2009, the cooperation between banks and enterprises made a breakthrough, and continued to maintain good cooperative relations with major domestic banks, contracting tens of billions of trust loan projects of the Ministry of Railways. Cooperate with ICBC in a series of credit asset transfer business, and implement projects of about10 billion yuan during the year; Cooperate with CCB to develop a variety of open wealth management products for an unlimited period;
20 10 cooperated with China citic bank to set up an asset pool project; The scale of trust assets has grown rapidly, exceeding 90 billion yuan (including annuities) every year; Signing a strategic cooperation agreement with the Agricultural Bank; The charitable trust established for the China Youth Entrepreneurship Foundation has operated smoothly; Actively set up Huabao charitable trust and participate in public welfare projects such as "Pearl Project".
The unique functional advantages of trust companies have laid the foundation for the long-term development of Warburg Trust. The company will continue to adhere to the business philosophy of "customer first", make full use of trust advantages, base on core competitiveness, develop professional and proactive core asset management capabilities, and become a first-class financial service provider providing alternative wealth management and comprehensive financial solutions for high-end customers.