国信证券王燕华:财富管理的终点是“人心”,人民信任才是真正的AUM

Core Viewpoint - The forum emphasizes the importance of returning to "people-centric" approaches in wealth management, with a focus on trust as the foundation for asset management growth [3][6]. Group 1: Wealth Management Philosophy - The ultimate goal of wealth management should be to prioritize "people-centricity," with "trust" as the guiding principle for technological and business evolution [3][6]. - Trust is identified as the true measure of AUM (Assets Under Management), which can be achieved by helping clients preserve and grow their assets [3][6]. Group 2: Role of Technology and Innovation - AI applications and innovations in the industry should aim to provide professional services and promote inclusivity, highlighting the importance of education and accessibility in wealth management [3][6]. - The work done in the industry should create a win-win situation for both clients and service providers, reinforcing the idea of "people-centricity" [3][6].