Shanghai International Trust Co., Ltd(shang hai guo ji xin tuo you xian gong si )

Shanghai International Trust Co., Ltd

Shanghai International Trust Co., Ltd. (hereinafter referred to as "Shanghai International Trust" or "company") is a non bank financial institution controlled by Shanghai Pudong Development Bank. The company was established in 1981 and obtained the "financial business license" in 1983. In 1992, the company carried out the reform of diversified ownership structure, and then went through four times of capital increase and share expansion. In July 2007, in accordance with the requirements of the new trust rules, with the approval of CBRC, Shanghai International Trust and Investment Co., Ltd. was renamed as Shanghai International Trust and Investment Co., Ltd. and a new financial license was issued. There are three existing shareholders with a registered capital of 5 billion yuan.

Company profile

Shanghai International Trust Co., Ltd. (hereinafter referred to as "Shanghai Trust") was founded in 1981. It is one of the earliest trust companies in China with a registered capital of 5 billion yuan. It has a high reputation and status in the financial field

Relying on the shareholder background and capital strength of Shanghai Pudong Development Bank, Shanghai Trust has been ranked in the first echelon of the industry. It has a wholly-owned subsidiary, Shanghai Trust Asset Management Co., Ltd., which controls Shanghai Trust (Hong Kong) Holding Co., Ltd., Shanghai Trust Health Industry Investment Development Co., Ltd. and Shanghai PuYao Xinye Investment Management Co., Ltd. In 2015, it successfully built platform companies such as Suntrust Wealth Management Co., Ltd. and Suntrust (Hong Kong).

In addition, Shanghai Trust also holds shares in Shanghai Investment Morgan Fund Management Co., Ltd., Shanghai Guoli Money Brokerage Co., Ltd., and shares in Shanghai Life Insurance Co., Ltd. and China Trust Industry guarantee fund Co., Ltd

Business model

Shanghai trust is mainly engaged in asset management, investment banking business and family wealth management business, providing professional financial solutions and services for high net worth customers. Its business areas mainly cover equity and debt financing, securities investment, alternative investment, industrial and commercial trustee, public trust, investment banking services, family inheritance, etc. it is currently the most complete business variety and product in the domestic trust industry One of the most complete service system of professional investment institutions

Trust business

Asset management:

Based on the three-dimensional product line and service system, we provide cross-border, cross market and cross domain asset allocation solutions, tailor the investment portfolio, covering enterprise financing, securities investment, industrial and commercial trustee, merger and reorganization, financial consultant, alternative investment, public trust and other fields, meet the diversified financial needs of customers, and explore the development of fund, investment bank and equity To create wealth and value for customers

Family and wealth management:

In the form of expert advisory group, it provides more intimate services for Chinese families, such as asset allocation, heritage planning, daily finance, business management, listing consultation, etc. among them, it not only has financial services conducive to the development of family business, but also pays more attention to exclusive services for family members' life details. Through the newly established overseas platform and its own QDII business model, it also builds a large platform for global asset allocation for customers

Proprietary business

Equity investment:

Through the dynamic adjustment and optimization of the structure, term and scale of equity investment, actively grasp the investment opportunities in various industries.

portfolio investment:

We should pursue the maximization of absolute return under the condition of moderate risk, and pay attention to the in-depth analysis of macroeconomic trends, development trends of key industries and related stocks

Fixed income:

Through the in-depth study of fixed income market and investment varieties, we can build a stable portfolio, mainly including money market investment, bond market investment and loan business

management idea

Honesty: treat each other honestly, serve wholeheartedly, be responsible for customers, shareholders and society;;.

Steady: focus on the long-term development in the future; constantly optimize the customer structure and asset structure; maximize profits through scientific and strict management of various risks; grasp the dynamic balance of speed, quality and efficiency to achieve sustainable and healthy development;.

Innovation: dare to be the first, dare to create, constantly open up wealth vision, explore and explore the potential financial value

Company vision

Strive to become a global asset and wealth management service provider. .

Become the industry leader with the most leadership, expansion and control. .；；

For investors to outline the colorful, unlimited possible wealth world

Company background

For a long time, Shanghai International Trust has been guided by Comrade Jiang Zemin's autograph "dare to open up, be good at operation, be strict in management, and develop Shanghai International Trust and investment enterprise", standardized operation and steady development, and has achieved good business performance over the years. In the late 1980s, the company was designated by the State Council as one of the top ten foreign financing windows in China. In 1995, the company obtained the highest credit rating of local financial institutions (Moody's Baa2, standard & Poor's BBB -), accumulated about 4.5 billion US dollars in overseas financing, won a good international reputation, and set up many "firsts" in financial innovation and international cooperation. In 1988, the company launched the establishment of China's first joint-stock securities company - Shanghai Wanguo Securities Co., Ltd.; in 1993, it launched and managed Shanghai Development Fund, the first mutual fund registered and listed overseas in Shanghai; in 1993, it launched and managed Jinlong fund, one of the first batch of RMB mutual funds in Shanghai (now merged into Anrui Fund); in 1998, it launched and controlled Huaan Fund Management Co., Ltd., one of the first batch of fund management companies in China In 1995, it initiated the financial consulting business of trust company and obtained the exclusive financial consulting business of Qinshan nuclear power phase III project; in 2004, it established Shanghai Investment Morgan fulinming Fund Management Co., Ltd. as a joint venture to build the flagship brand of China's fund industry; in 2005, it established Shanghai Guoli currency Brokerage Co., Ltd., the first currency brokerage company in China, and created a currency brokerage company The forerunner of industry

The company's comprehensive strength and management level has always been among the best in the industry, with outstanding brand reputation, keen sense of innovation, rich product types, complete risk control mechanism and rich return on investment. The company was designated as the first compliance pilot unit in non banking financial institutions; as the main preparatory unit, the company initiated the establishment of Shanghai Trust Registration Center, the first trust registration institution in China, and was elected as the chairman unit; the company was elected as the chairman unit of trust and investment branch of China Accounting Society; the company was elected as the director unit and vice chairman unit of China Trust Association. In the trust agency selection held by Shanghai Securities Journal, securities times and 21st century economic report, he has won many awards, such as the best trust company award, the best famous brand award, the best risk control award, the best single trust plan, the best securities trust plan and the best trust manager award, and has won wide praise both inside and outside the industry. In terms of business development and product innovation, the company actively develops innovative business, constantly expands its market influence, takes the lead in launching structured trust products with "priority after inferior" beneficial rights in China, and gradually forms product characteristics in the fields of securities investment, real estate and infrastructure, creating "Sapphire", "ruby", "Platinum", "Pearl" and "cash rich" We have successfully launched the private equity investment trust plan, continued to promote the enterprise annuity, QDII and other innovative business products, and actively expanded the bank credit cooperation business. The business model has been further deepened, the product investment field has been further deepened, and the ways of capital use have been more diverse. Now we have obtained the asset securitization business and QDI 1) The trustee qualification of enterprise annuity business. At the same time, the company has continuously optimized the allocation of its own funds, focused its investment on equity investment and financial product investment of financial companies, owned high-quality financial equity assets of Shanghai Pudong Development Bank, Shanghai Investment Morgan, Hua'an fund, Shanghai Securities, Shenyin Wanguo and other companies, focused on improving the safety and liquidity of the company's overall assets, and strengthened the linkage effect between its own funds and trust business, It strongly supports the innovation and development of the main business of trust

In 2008, the board of directors of Shanghai International Trust completed the change. Under the leadership of the new leadership, the company actively adapted to the needs of market-oriented operation, hired international well-known consulting companies, implemented the company's development strategic planning and human resources reform, further defined the company's development orientation, and provided strong support for the company's long-term development. In the future development process, the company will continue to adhere to steady operation, standardized management, strict risk control, pioneering and innovation, continuously deepen the concept of customer service, further improve service quality, gradually form a competitive advantage of sustainable development, provide more quality financial services for the society, strive to practice for the development of trust industry, and make greater contributions to the construction of Shanghai international financial center

organizational structure

Following the principles of comprehensiveness, prudence, effectiveness and independence, we should establish a "Trinity" mechanism of self-control, mutual control and monitoring

The board of shareholders, the board of directors, the board of supervisors and the senior management have a clear division of labor and checks and balances the rights, responsibilities and interests

The risk control structure of the decision-making level, the executive level and the supervision level ensures the effective implementation of "prevention in advance, control in the process and supervision after the event"

Through the new generation of trust business system, portal website, mobile terminal, wechat platform, office automation platform, customer service agent, data submission network and other information construction, the company keeps the information communication and feedback sensitive and fast, and effectively plays the role of information exchange and feedback mechanism in promoting the company's business

Composition of shareholders

Memorabilia

In December 2012, as the first overall solution to meet the development needs of the trust industry, "new generation business system" of Shanghai Trust was launched in Shanghai

Chinese PinYin : Shang Hai Guo Ji Xin Tuo You Xian Gong Si