申万宏源证券斩获2025“上证鹰·金理财”三项大奖

Core Viewpoint - The company has been recognized for its excellence in wealth management and investment advisory services, winning multiple awards at the 2025 "Shanghai Securities Eagle · Golden Wealth Management" selection [1][5]. Group 1: Awards and Recognition - The company received three awards: "Investment Advisory Organization Award," "ETF Service Award," and "Leading Wealth Management Figure Award" [1]. - The "Shanghai Securities Eagle · Golden Wealth Management" is a prestigious award in the domestic wealth management sector, established in 2007, and has expanded its evaluation criteria to include securities firms in 2025 [5]. Group 2: Wealth Management Philosophy - The company adheres to the wealth philosophy of "Gathering Wealth for the People," focusing on the continuous development of the "Five Forces" in wealth management [3]. - The company emphasizes the establishment of a comprehensive investment advisory service system, enhancing advisor capabilities, online support systems, and systematic mechanisms to improve investor asset allocation concepts and trading behaviors [3]. Group 3: Growth in Client Base and ETF Market - The company has experienced rapid growth in both the scale of investment advisory clients and client assets [4]. - The company has strategically positioned itself to capitalize on the booming ETF market, focusing on building an "ETF ecosystem" that includes enhancing client numbers, ETF selection and allocation guidance, product creation, and sales collaboration [4].