广发证券获“年度最佳财富管理券商”殊荣，深度解构“三化”战略如何破解“基金赚钱基民不赚钱”

Core Insights - The Chinese wealth management industry is undergoing a transformation characterized by both quantity and quality improvements, with regulatory emphasis on aligning investor interests and enhancing evaluation systems focused on investor returns [1] - Guangfa Securities has been recognized as the "Best Comprehensive Wealth Management Securities Firm of 2025" due to its outstanding performance in wealth management transformation, achieving over 350 billion yuan in financial product sales, a 30% increase year-on-year [1] - The shift from "transaction speculation" to "asset allocation" among investors presents a historic opportunity for Guangfa Securities to reshape the buy-side advisory ecosystem and address industry pain points [2] Industry Transformation - Since initiating its advisory transformation in 2016, Guangfa Securities has moved towards proactive account management, launching the "Qiji" series asset allocation solutions in 2023 and entering the "Wealth Management 2.0 Era" in 2024 [2] - The domestic capital market ecosystem has fundamentally changed, with investors increasingly focusing on asset allocation rather than blindly chasing star fund managers [2] Strategic Shift - Guangfa Securities has abandoned the traditional sales-driven model in favor of a combination strategy, launching the "Qiji" series to provide a comprehensive product system for high-net-worth individuals and institutional clients [4] - The company has established a professional research team to support its asset allocation and product research, ensuring high-quality investment advisory services [4] Global Expansion - In 2024, Guangfa Securities expanded its capabilities by launching overseas strategy products, adhering to the principle that "allocation is greater than timing" and utilizing a diversified approach across assets and markets [5] Institutional Reforms - To implement the "customer profit" philosophy, Guangfa Securities has reformed its assessment mechanisms to focus on customer account returns, retention rates, and satisfaction, moving away from short-term performance metrics [6] - The company has developed a robust talent system, with over 4,700 investment advisors, ranking second in the industry, emphasizing the importance of long-term client relationships [6] Future Outlook - Guangfa Securities aims to continue its role as a "private wealth manager" for families, demonstrating that wealth management is a long-term commitment based on professionalism, responsibility, and trust [7]