家族信托怎样才能抓住机遇、抢滩财富管理市场?

    2019-12-16 14:15:41 来源:财视中国

    嘉宾简介:


    陆炫,现任新湖财富家族信托总经理,负责建立新湖财富境内外家族信托产品体系,引入外部信托合作方。中南财经政法大学金融学硕士。


    2013至2019年3月供职于平安信托家族信托业务部,家族信托产品负责人,建立平安信托家族信托四大产品系列,为超过100个高净值家族提供家族信托服务,保险金信托设立超过2500单,总规模约100亿。


    2019年3月加入新湖财富,迅速实现新湖财富家族财富传承业务的零突破,短短半年规模已突破5亿。此外,不断开拓境内外一体化的业务模式,与多家境外机构建立合作关系。


    推动公司为社会公益人士搭建一个同时拥有基金会与慈善信托的慈善平台,为了保证公益平台的长久运营,扩大善款来源及社会影响力,带动更多的社会资源参与到慈善事业中来,20196月,发起设立了由深圳市社会公益基金会受托管理的慈善信托,致力于为贫困地区的儿童带去成长的关怀。慈善信托,能为社会公益人士提供一个全新参与公益的形式,而慈善信托的成立,为高净值客户提供了一个践行社会责任奉献爱心的通道,让财富的增长能够实现更多的社会价值。



    Xuan Lu

    Family Trust General Manager of Family Office

    Xinhu Wealth

     

    Lu Xuan, general manager of Xinhu wealth family trust, is responsible for establishing the domestic and foreign family trust product system of Xinhu Wealth and cooperating with external trust companies. He graduated from Zhongnan University of Economics and Law with a degree of Master of finance. He worked for the family trust business department of Ping An Trust Company from 2013 to March 2019 as the head of family trust products. He has established the four main family trust product series for Ping An, providing family trust services for more than 100 high net worth families. He has also established more than 2500 insurance trusts, with a total amount exceeding 10 billion.