Recently, Ping An Wealth Management stood out among many peer institutions for its practical achievements and outstanding performance in serving the real economy and promoting high-quality development. It won the annual "Five Major Articles in Finance" case award from the Financial Times, as well as the Outstanding High-Quality Development Model Award and the Excellent Practice Case in Digital Finance Award from the Financial Industry "Golden Wisdom Award".
It is understood that the "Golden Dragon Financial Power Case Study" is an annual selection event initiated and hosted by the Financial Times, which is supervised by the People's Bank of China. Relying on the credibility and professional wisdom of authoritative financial media, and gathering the value judgments of experts and think tanks, it aims to recognize financial institutions that have made significant achievements in actively practicing the "five major articles" in the financial field, especially in serving the real economy, technology-driven development, practicing green finance, and innovating financial service models.
The "Golden Intelligence Award" annual selection event, initiated by the financial sector, has been held for fourteen sessions to date. It focuses on selecting outstanding institutions that have made significant contributions in areas such as financial innovation, empowering the real economy, and upgrading industries. The selection process lasts three months and involves data screening, quantitative evaluation, online voting, and expert review, making it one of the most influential selection events in the industry.
The case selected for the Financial Times' annual "Five Major Articles" in finance and the financial industry's "Outstanding Digital Finance Practice Case" is the "Multi-Agent Ecosystem AI Empowerment Platform" developed by Ping An Wealth Management. Based on technologies such as AI, knowledge graphs, multi-model interactive collaborative decision-making, RAG, big data, and RPA, this platform has created a multi-agent platform for the financial vertical field. It has achieved rapid migration of domain knowledge, automated operation, and joint construction between business and R&D. It has solved the industry pain points of the "asset management + wealth management" business model of bank wealth management, such as multiple products, high energy consumption, and inability to achieve sustainable development through human resources. It has been successfully implemented in scenarios such as risk control, investment research, operation, and marketing.
The consecutive awards and honors received demonstrate the full recognition of Ping An Wealth Management's asset management capabilities and operating results by authoritative institutions and industry experts, and are also a high recognition of the company's efforts to improve its ability and efficiency in serving the real economy and to deeply promote digital operation and transformation.
Since its inception, Ping An Wealth Management has always kept in mind its original mission of "serving the real economy and adhering to the principle of finance for the people." Supported by professional capabilities, guided by value creation, and led by high-quality development, it focuses on five key areas: fintech, green finance, inclusive finance, pension finance, and digital finance. It deeply integrates the development of its banking wealth management business with these five key areas, improving the efficiency and effectiveness of its services to the real economy while injecting new momentum into its own high-quality development. Currently, Ping An Wealth Management has generated over RMB 110 billion in investment returns for its clients and invests an average of over RMB 260 billion annually to support the development of the real economy, demonstrating the mission and responsibility of a wealth management company in the new era through concrete actions.
Focusing on the "five key areas" is a core task for China's financial industry in serving the real economy and promoting high-quality economic and social development in the new era, and also an important path to strengthen the functional positioning of financial institutions. As a wholly-owned wealth management subsidiary of Ping An Bank, Ping An Wealth Management, in line with its parent bank's strategic direction of "strengthening retail banking, refining corporate banking, and specializing in interbank banking," is building a competitive advantage driven by a diversified talent pool and data technology innovation. It is creating a product system characterized by stability and focused on absolute returns, committed to safeguarding the public's finances with stronger responsibility and more robust investment research capabilities.
In the face of the accelerating evolution of a new round of technological revolution represented by AI, Ping An Wealth Management will continue to solidify its positioning as a "technology-driven asset management institution," closely grasp the digital application of cutting-edge technologies in investment research, investment advisory, and business operations, and deeply promote the implementation of artificial intelligence in core financial scenarios. Through digital technology empowerment, it will create a differentiated competitive advantage.
Looking ahead, Ping An Wealth Management will closely follow the national strategic plan, continuously strengthen its capabilities around the "five major tasks" of finance, keep in mind its mission of serving the real economy, guide more financial resources to key areas of the real economy, help cultivate new productive forces, and be a practitioner of national strategies.
