Core Insights - China International Capital Corporation Wealth Securities (CICC Wealth) is actively promoting its "CICC Wealth 1018 Brand Month" initiative across multiple regions, focusing on enhancing market confidence and showcasing the professionalism and people-oriented nature of financial institutions [1][2] - CICC Wealth has been a pioneer in the buy-side advisory model transformation since 2019, prioritizing client interests and reshaping service models to address the disconnect between fund performance and investor returns [1] Group 1 - CICC Wealth's buy-side advisory service is designed to start from client needs, focus on professional asset allocation, and provide long-term support, aiming to foster rational and long-term investment philosophies among investors [1] - The company has established a dedicated buy-side advisory experience center in its Anhui branch and launched a "100 Buy-Side Advisory Client Experience Recruitment Plan" to offer core services such as wealth planning and asset allocation to the first 100 registered investors [1] Group 2 - CICC Wealth aims to leverage the "Innovation Promotes Growth" initiative to deepen its buy-side advisory service capabilities and promote the concepts of rational, value, and long-term investment as industry consensus [2] - The company plans to enhance communication and collaboration with regulators, peers, and investors to build a new wealth management ecosystem centered on clients and long-term value [2]
中金财富亮相安徽“以创促长”行动 共筑买方投顾新生态