易方达基金财富管理子公司获证监会核准设立

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has approved E Fund Management Co., Ltd. to establish a wholly-owned subsidiary focused on wealth management and investment advisory services, marking a significant step in the company's strategic expansion into the wealth management sector [1][2]. Group 1: Company Establishment and Structure - E Fund has received approval to set up a subsidiary named E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., with a registered capital of 100 million RMB, located in Guangzhou, Guangdong Province [1]. - The subsidiary will focus on securities investment fund sales and will commence operations after obtaining the necessary business licenses [1][3]. Group 2: Business Focus and Strategy - The new subsidiary will concentrate on buy-side investment advisory services, aligning with the regulatory push for asset management firms to transition towards comprehensive wealth management [2][4]. - E Fund aims to enhance customer experience by providing tailored investment goals and continuous service throughout the investment process, thereby improving client satisfaction [2][5]. Group 3: Regulatory Environment and Support - The establishment of the subsidiary is in response to the CSRC's policies aimed at promoting high-quality development in the public fund industry, encouraging differentiated growth among fund management companies [2][4]. - Recent government initiatives have emphasized the importance of investment advisory services, with specific measures introduced to support the development of this sector in Guangzhou [4][5]. Group 4: Performance and Future Plans - E Fund has built a robust team of over 100 professionals across various functions, including research, advisory, and compliance, to support its investment advisory services [3][5]. - The company has reported significant growth in its advisory services, with a client base exceeding 120,000 individuals and over 100 institutional clients, achieving a client profitability rate of approximately 70% since the launch of its advisory services [5][6].