Core Viewpoint - The wealth management industry is accelerating its transformation from "sell-side sales" to "buy-side advisory" driven by policies aimed at high-quality development in the securities industry, with CICC Wealth achieving a significant milestone of over 100 billion yuan in buy-side advisory assets [1][5]. Group 1: Buy-Side Advisory Strategy - CICC Wealth adheres to a buy-side advisory strategy, introducing a business model that charges management fees based on client asset retention or excess returns [1]. - The company is developing a "50 ecosystem" that integrates asset management and wealth management services comprehensively [1]. - CICC Wealth emphasizes a balanced allocation strategy rooted in China while embracing international opportunities, leveraging over ten years of systematic research to navigate trends such as declining interest rates and market recovery [2]. Group 2: Client-Centric Services - The company has created a "pyramid of advisory services" that includes various levels of support, ensuring clients receive comprehensive guidance and emotional support [2]. - CICC Wealth combines online and offline services to enhance client engagement, making advisory services more accessible [2]. - The focus is on aligning the interests of wealth management institutions with those of investors, promoting a model where both parties benefit from asset growth [3]. Group 3: Long-Term Investment Focus - The release of the "Action Plan for Promoting High-Quality Development of Public Funds" marks a pivotal moment for the industry, emphasizing a return to investor-centric principles [3]. - CICC Wealth aims to transform the relationship between funds and investors from one where funds profit while investors do not, to a mutually beneficial cycle [3]. - The company is committed to selecting long-term partners for fund management, ensuring rigorous evaluation processes to identify those capable of delivering sustainable performance [4]. Group 4: Future Outlook and Industry Collaboration - CICC Wealth's buy-side advisory business is seen as having vast potential, with a call for collaboration among industry peers to meet diverse wealth management needs [5]. - The integration of long-term capital from insurance and pension funds is expected to stabilize market volatility and promote rational investment behaviors [5]. - The company is focused on building an organizational structure that supports a seamless integration of research, investment, and product development to enhance service delivery [6].
买方投顾资产规模破1000亿元助力财富管理行业高质量发展