吴雪伟：中金财富买方投顾资产规模突破1300亿，创新交易服务签约的客户整体收益率比未签约客户提高28%

Core Insights - The core focus of the article is on the future direction of CICC's wealth management services, particularly emphasizing the importance of buy-side advisory services in the next 2-3 years [1][5]. Group 1: Buy-Side Advisory Services - CICC's buy-side advisory services have successfully surpassed an asset scale of 130 billion yuan, indicating significant achievements in this area [1][5]. - The scope of buy-side advisory services extends beyond public and private fund configurations to include stock and ETF trading, highlighting a growing demand for these services [6]. - Two key criteria define true buy-side advisory services: solutions must align with actual client needs rather than sales targets, and the services must create substantial value for clients [6]. Group 2: Service System and Client Engagement - CICC is developing a systematic trading service framework centered on client needs, integrating research information, securities advisory, multi-scenario trading, and smart trading tools [2][6]. - The trading service system has signed up 450,000 clients, reflecting increasing market recognition [2][6]. - Clients participating in CICC's innovative trading services have seen an overall account return that is 28 percentage points higher than non-participating clients, demonstrating the professional value of buy-side advisory services [2][6]. Group 3: AI Technology Integration - AI technology is seen as having significant potential in the buy-side advisory sector, aiding in demand insight and service implementation [3][7]. - The integration of AI allows for more efficient identification of client needs and supports the core service-oriented philosophy of buy-side advisory [7]. - AI's dual empowerment value in securities advisory includes enhancing content production efficiency and providing support in client-facing scenarios [3][7].