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恆生(00011.HK)優越理財首季新開戶量按年增2.6倍
阿思達克 04-20 16:12
恆生銀行(00011.HK)財富管理及個人銀行業務主管李樺倫透露,首季優越理財新開戶人數按年增長超過2.6倍,在中港通關帶動下同期非港人整體開戶數量亦按年增長約2.6倍,而3月份非港人整體開戶量已恢復至2019年上半年每月平均水平。 問到本港加息壓力,她認為息口走勢受銀行體系結餘、外圍環境等一籃子因素影響,但恆生貸款需求仍然向好,會繼續加大力度拓展。談及該行上月在廣州設跨境財富管理中心,她表示會密切留意業務發展,期望年內可再擴展跨境財富管理網絡。 恆生宣布推出優越理財附加「Family+戶口」,客戶可在一個主戶口之下附加多個戶口,自訂戶口名稱以便按理財需要分類,每個附加戶口均具備綜合戶口功能,並設獨立月結單,可按不同需要配置存款、外匯及不同投資產品,方便為自身及家庭成員進行財富規劃,服務毋須額外收費。 該行於去年12月至今年4月進行家庭理財規劃調查,訪問逾200位持有100萬元以上流動資產的30至64歲人士,發現為應付個人及家庭日常及未來所需,每名受訪者現時平均持有7個銀行戶口。李樺倫表示,客戶普遍反映在進行家庭財富規劃時較難分開處理屬於個人及家庭的財務活動,各家庭成員亦會有不同需要及目標,期望新服務可方便客戶靈活配置資產。
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