兴业证券财富管理品牌“知己理财”重磅来袭！12月16日，共启买方投顾新时代

Core Viewpoint - The article emphasizes the transformation of wealth management in the capital market, highlighting the shift from a sales-driven model to a client-centric advisory approach, particularly through the launch of the "Zhiji Wealth Management" brand by Industrial Securities [1][2]. Group 1: Transformation of Wealth Management - Industrial Securities is actively embracing the transition from a sell-side model to a buy-side advisory model, driven by a deep understanding of market trends and client needs [2]. - The traditional wealth management model, focused on product sales, has led to conflicts between institutional interests and client needs, necessitating a shift towards a buy-side advisory model that prioritizes client interests [2]. - The transformation involves a comprehensive overhaul of strategy, products, services, and research, establishing a performance evaluation system centered on client returns and satisfaction [2][3]. Group 2: "Zhiji Wealth Management" Brand and Service Systems - The "Zhiji Wealth Management" brand was officially launched on December 16, with a core philosophy of "Understanding You, Serving You," focusing on two main client scenarios: trading and asset allocation [4]. - The brand features three service systems: "Zhiji Enjoy Investment," "Zhiji Preferred Investment," and "Zhiji Intelligent Investment," which address core client needs in asset allocation, professional investment, and intelligent trading [4]. - The "Zhiji Enjoy Investment" system utilizes an innovative "9+4+N" multi-asset allocation framework to achieve precise risk and return matching, providing comprehensive and customized asset allocation solutions [4][5]. Group 3: Product Offerings and Market Position - The "9" major sources of returns in the "Zhiji Enjoy Investment" system include both aggressive and conservative asset classes, enhancing portfolio resilience and capturing opportunities across different market environments [5]. - The "4" major multi-asset series offers targeted standardized multi-asset allocation choices based on different investment scenarios, leading the industry in multi-strategy allocation trends [5][6]. - The first series of products launched under "Zhiji Wealth Management" is managed by Xingzheng Global Capital, leveraging the parent company's strengths in the FOF sector to enhance resource integration and collaboration [7].