中欧财富郑焰：投顾业务步入发展新阶段，用户需求转向“多元资产配置”

Core Insights - The fund advisory industry is entering a rapid development phase, with significant changes in customer demand and behavior, particularly emphasizing "diversified asset allocation" as a key trend in 2025 [1][2] Group 1: Industry Trends - A survey by China Europe Wealth indicates that 71% of clients prefer "diversified asset allocation" strategies in 2025, reflecting a mature investment philosophy focused on risk diversification and stable long-term returns [2] - There is an increasing trend among investors to allocate more to overseas and commodity assets within public funds, indicating a shift towards a more balanced investment approach [2] Group 2: Company Performance - China Europe Wealth's total assets under management for fund advisory services exceeded 10 billion yuan, marking a 135% year-on-year growth [1] - Nearly 90% of clients expressed satisfaction with advisory services, highlighting the importance of trust and reputation in wealth management [1] Group 3: Product Development - The company has launched the "Target Profit" product line in collaboration with brokerage firms, focusing on absolute returns, which has received positive acceptance from users [2] - Customized asset allocation and position optimization services are being offered to high-net-worth clients, showcasing a trend towards personalized financial services [2]