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【和记娱乐笪洋接受《亚洲私人银行家》采访:香港市场的结构性改变带来巨大投资机会】

2018年01月30日  

导语

回顾2017年,和记娱乐在中国保持了高速、高质量的发展。同时,和记娱乐不断推进国际化战略落地,越来越多地吸引来自国内国际主流财经媒体的关注。

 

展望2018年,中国财富管理行业正蕴含着前所未有的变化。中国客户越来越认识到战略资产配置对长期回报的重要性,他们对家族财富办公室、私人银行等差异化投资服务的关注度有所上升。

针对这些变化,日前,《亚洲私人银行家》邀请了全球知名私人银行及国际财富管理机构,共同参与“中国国际财富管理领袖高峰会——私人对话”。和记娱乐鉅滙金融有限公司首席执行官笪洋先生受邀参加对话,并对《亚洲私人银行家》关注的热点问题予以了精彩回应。

 

整理 | 市场品牌公关部 李听

 

微信图片_20180130091817.jpg

 

采访 | 笪洋(和记娱乐鉅滙金融有限公司CEO

媒体 | 《亚洲私人银行家》

 

Q:有人说,2018年是中国财富管理行业的新元年和新起点,您怎么看?

 

笪洋:从我们和记娱乐的发展情况来看,20162017年的增量管理资产规模均保持了一个相对不错的发展势头。和记娱乐作为领先赴美上市的第三方财富管理机构,同时也是“很懂房地产”的第三方财富管理机构。

 

2018年开始,我们会做出一些大的改变。这种改变,一方面是顺应客户需求做出的改变,另一方面,是适应监管要求做出的改变。

 

从数据来看,我国国内高净值人群在海外资产配置方面的比例是非常低的,在2015年大概是5%左右,预计到2020年,这个数字会翻一倍,也即达到10%左右。这个比重远远落后于印度等发展中国家,更远远落后于美国、瑞士等发达国家。事实上,在2015年,印度高净值人群的海外资产配置占比就达到了20%。因此,对我们来说,这是一个很好的机会。从这个角度来看,2018年确实是一个财富管理行业的新元年。

 

展望2018年,预计会有一系列监管规则的改变。这从最近证监会、基金行业协会等机构出台的系列监管或自律条例就可以感觉到,监管的方向是朝着更严格的方向变化的。

 

我们常说,2018年是一个强监管年。预计三月份政府换届完成之后,随着政府强力推进“防范系统性金融风险”细则的落地,投资产品类型、预期收益率都可能会不同于以往,“刚性兑付”可能会成为历史。当国内优质可投资资产变成“稀缺品”之后,一部分投资者会倾向于做一些海外资产配置。

 

我们预计,2018年香港市场的表现依然会十分强劲。而且这个强劲的表现,可能仅仅是一个起点。从2018年开始,港股市场将会是一个“新”的市场。

 

其原因,就是2018年香港上市规则的改变。预计最快到今年6月份,香港交易所会允许同股不同权的企业在香港上市。比如,估值2000亿美金的小米会在香港上市。这种交易规则的改变,将吸引很多新经济体登陆香港市场。这将改变整个香港市场的基础结构。为什么?因为目前在香港上市交易的公司大约有70~80%是传统经济。

 

未来,交易所规则的改变,使香港市场有可能成为中国新经济企业成长的一个载体。因此,未来5年,香港的资本市场会有非常大的机会。

 

Q:您说的非常好。具体来说,您觉得应该怎样去把握未来的投资机会?

 

笪洋:与其他财富管理公司在香港的分支机构不同,我们和记娱乐香港在联交所是有席位的。我们可以为客户提供什么服务呢?第一,他们在我们这里可以进行二级市场的交易。其次,我们还可以帮助客户获取一些优秀企业IPO的份额。

 

我们和相关保荐人、知名证券机构都具有非常好的合作关系,可以运用“天时、地利、人和”的优势,帮助客户把握历史难得的长期投资机会。

 

关于二级市场,我想说的是,不能用旧的眼光去看新的市场。一旦市场发生了结构性的改变,那么过去历史上发生的一些“规则”就会被打破,所以我们要用新的眼光去看新的问题。

 

Q:港股市场方面,您今年重点关注什么?

 

笪洋:港股方面,我们重点关注代表新经济体的企业。还是那句话,当市场发生逻辑性的根本改变的时候,我们要用新的眼光去看新的问题。

 

未来,小米在香港的上市,会引领一大批新经济企业赴港上市,他们是中国经济从高速增长向高质量增长转变的代表,代表着中国经济发展的新空间。通过登陆香港市场,他们将获得新的赋能。

 

微信图片_20180130091824.jpg

 

《亚洲私人银行家》在头条位置推出了对和记娱乐笪洋的采访文章,全文如下

 

微信图片_20180130091831.jpg

 

Jupai eyes HKEX rule change as business driver for next five years

 

Jupai, one of China’s largest third-party asset managers with RMB50 billion in assets, is eyeing a proposed rule change by Hong Kong Exchanges & Clearing (HKEX) as a potential game-changer for the dynamics in the China offshore wealth management market and has positioned itself accordingly to capture the related business as its focus in the next five years.

 

The New York-listed asset manager founded by E-house, a Chinese online real estate group told Asian Private Banker that the opportunity in Hong Kong market is happening in amid a parallel structural change in the China onshore market that Chinese clients are currently undergoing which will have a knock-on effect on changing their investment mindset.

 

Everything in the China market that investors are comfortable with right now – including investment horizon, the yield level [in the wealth management product market] – will stop being that comforting from 2018,” said Tom Da, CEO of Juhui Financial Services, the Hong Kong arm of Jupai Holdings. 

 

The kind of fixed income products with guaranteed returns will be phased out from the market, or their issuers would get harshly punished by regulators.”

 

Only 5% of HNW clients in China currently have overseas investments, according to Da. As clients may start to reassess their current strong home bias, That level could likely double to at least 10% in the next two years. But even then that level would still be lower than figures found in other developing and developed economies - including India, Switzerland or the US.

 

Meanwhile, the changes currently underway in the Hong Kong bourse will attract a new tier of technology companies and stocks into the city, which will in his view bring about a “once in a lifetime opportunity” - around which he has planned Jupai’s offshore business focus for the next five years.

 

Hong Kong is under structural change,” said Da. “Having Xiaomi – a US$200 billion business – [and other tech companies] listing in Hong Kong… will change the economic structure of Hong Kong. It will wholly change the market fundamentals here. “

 

The city will likely see a leap change from the current situation where Da finds 80% of stocks on the Hong Kong exchange dominated by traditional businesses.

 

The opportunity is multi-faceted, which domestic investors have not yet realised. Clients’ mentality in equities and awareness have not changed,” he said, but opening to opportunities for ongoing investor education.

 

The company has in Hong Kong set up the capability to broke equities trades directly for clients – it believes would be able to get exclusive access to upcoming IPOs in collaboration with key underwriters in the city.

 

It has further arrangements to tap into the discretionary management platform of Julius Baer, LGT and Credit Suisse where clients would not have to repeat an onboarding process.

 

Da believes the ability to execute trades for HNW clients would strongly distinguish Jupai’s offering from other third-party managers, as Chinese clients still appreciate to have their own decision-making power in their investments, unlike overseas HNWs.


 

The company, however, is at the same time looking to broaden its line-up for Hong Kong equity fund products.

 

We can see this trend. The potential is very high. We are pushing for this – to become more mature. 2018 will be better because of the structural changes,” Da said.