财联社·2025-06-21 07:00Core Viewpoint - The 2025 Wealth Management Forum emphasizes the transformation and opportunities in the wealth management industry, highlighting the need for high-quality development in line with China's modernization goals [2][10]. Group 1: Forum Overview - The forum gathered over 70 executives from securities firms and more than 200 core personnel in wealth management to discuss industry trends and celebrate achievements [1][3]. - The theme "Looking Out to the Sea, Wealth Goes Far" reflects the resilience of the wealth management industry and the exploration of new opportunities amid challenges [2]. Group 2: Industry Transformation - The wealth management industry in China is undergoing a profound structural transformation, moving away from extensive growth towards a model focused on professional depth and value creation [6][8]. - Key areas for collaboration between public funds and securities firms include product innovation, customer service enhancement, digital empowerment, and ecosystem integration [8]. Group 3: Digitalization and AI - The rapid development of technology and the internationalization of capital markets present unprecedented opportunities for the wealth management sector [10][12]. - AI is seen as a core driver for the transformation of wealth management, with firms encouraged to embrace digitalization to enhance service efficiency and customer engagement [40][41]. Group 4: ETF and Index Fund Growth - The ETF industry in China has seen significant growth, with the number of ETFs reaching nearly 1,000 and the average management fee for stock ETFs decreasing from 0.46% to 0.25% [49][51]. - Index funds are evolving from mere investment tools to foundational elements of wealth management, indicating a substantial opportunity for growth in this sector [48][51]. Group 5: Future Directions - The industry is shifting from a seller's market to a buyer's market, necessitating a focus on value rather than price competition [23]. - Wealth management firms are encouraged to adopt a customer-centric approach, leveraging technology to enhance service delivery and client satisfaction [45][47].