Shandong Trust's Family Trust Series Named Outstanding Wealth Management Service Trust for 2026

On September 11, the 2026 Financial Institutions Annual Conference and Trust Industry Development Forum was held in Shenzhen, where the results of the "2026 Outstanding Trust Company" selection were announced. Shandong Trust's "Deshan Qijia" family trust series was named "Outstanding Wealth Management Service Trust of 2026." Shandong Trust is one of the earliest trust companies in China to conduct family trust business, and family trusts are a strategic business it has long committed to and prioritized.

The company has built the "Deshan Qijia" family trust brand, and around scenarios including household wealth protection, risk protection, elderly care services and intergenerational inheritance, it has improved its product and service system covering family trusts, family service trusts, insurance fund trusts and special needs trusts, and has developed and implemented service models such as equity family trusts, family charitable trusts and family trusts with foreign beneficiaries. In the first half of 2026, the company improved its proprietary investment and allocation system and completed the development and backtesting of major asset allocation strategies. The company advanced the digital upgrading of its family trust business, relying on its integrated family trust management system to achieve online, automated and batch management across the entire business process.

As of the end of June 2026, the company had established more than 7,000 mandates in total across family trusts, family service trusts, insurance fund trusts and other businesses, with assets under management exceeding RMB 77 billion. Next, Shandong Trust plans to remain grounded in the fundamentals of the trust business, deepen its strategic layout in family trusts, and enhance its professional trustee, asset allocation and comprehensive service capabilities.