Core Viewpoint - The 2026 Global and China Capital Market Outlook Forum was held on January 15, focusing on new wealth logic in the AI era and the future of capital markets [4]. Group 1: Buy-side Advisory Services - The General Manager of the Personal Trading Solutions Department at CICC, Wu Xuewei, stated that buy-side advisory will be the core focus for the company over the next 2-3 years [5]. - CICC has been actively developing its buy-side advisory business, which has now surpassed an asset scale of 130 billion [5]. - Buy-side advisory services are not limited to public and private fund allocations; they also encompass clients' stock and ETF trading [5]. Group 2: Service Standards - Wu emphasized that the effectiveness of trading services as buy-side advisory can be judged by two core standards: solutions must be based on clients' real needs rather than sales-driven or market trend-chasing recommendations [5]. - The professional services provided must create substantial actual value for clients [5].
中金财富吴雪伟：买方投顾“是真是假”，可依据两大核心标准
Xin Lang Cai Jing·2026-01-15 10:41