生态聚势，共启新局 当前财富管理行业正迎来周期迭代、生态重构的黄金机遇期。从单一合作到生态共荣，从产品供给到价值共生，新时代的财富管理已成为链接实体经济、赋 能伙伴成长、守护全民财富的核心纽带。 为凝聚行业发展合力，搭建更高质量的合作平台，华夏银行举办本次财富伙伴生态大会，旨在聚合集团内外核心资源与优质伙伴，共探新周期下的财富管理 协同服务之道，共抓行业高质量发展的时代机遇。 12月28日，华夏银行在北京成功举办"新周期 新生态 新机遇"华夏之声首届财富伙伴生态大会。来自保险、基金、理财、信托、证券、私募等50余家资管机 构代表齐聚一堂，凝聚发展共识，共绘财富管理生态新蓝图。华夏银行党委书记、董事长杨书剑，党委副书记、行长瞿纲，党委常委、副行长高波，党委常 委、副行长唐一鸣出席会议。 论坛伊始，华夏银行党委副书记、行长瞿纲发表致辞。他指出，"十五五"规划建议明确提出"加快建设金融强国"的战略部署，为金融行业指明了方向。今年 以来，华夏银行持续致力于锻造"生态银行"这一标志性银行品牌，财富特色生态作为其中至关重要的组成部分，将搭建以核心客户为中心、场景为依托、数 据为驱动的财富生态管理平台，构建"场景嵌入-数据 ...

Core Insights - The "2025 Guangzhou Investment Advisory Conference and Wealth Management Transformation Development Meeting" was held in Guangzhou, focusing on wealth management and investment advisory practices [1] - Thomas Pickles, General Manager of Charles Schwab (Shanghai), emphasized the importance of a client-centered approach in investment advisory, highlighting that clients with advisors have significantly better satisfaction and financial goal achievement [1][2] - The conference discussed the need for comprehensive wealth management services beyond just investment selection, including retirement planning, credit management, estate planning, and risk management [2] Group 1: Investment Advisory Practices - Investment advisors should focus on understanding client needs and goals, using open-ended questions to uncover deeper requirements before providing tailored advice [2][3] - Yang Jun from Century Insurance Asset Management stressed the importance of life planning as the first step in advisory services, advocating for a four-step approach: life planning, financial planning, asset allocation, and product selection [2][3] Group 2: Institutional Investment Advisory - Chen Bingyang from Jiyu Fund highlighted the necessity for collaboration among various types of institutions in providing advisory services, emphasizing the importance of understanding client needs and maintaining a professional approach [3] - The institutional investment process requires a clear division of roles and adherence to strict internal procedures, necessitating specialized teams for different aspects of investment management [3] Group 3: Training and Development - The Guangzhou Investment Advisory Academy aims to empower both investors and advisors, focusing on helping investors clarify their financial goals and equipping advisors with the necessary skills and knowledge [4] - The industry needs to establish a robust ecosystem for training and development, ensuring that advisors are well-versed in professional knowledge and can effectively communicate with clients [4] Group 4: Information and Resource Integration - Xinhua Finance is positioning itself as a key player in the investment advisory field by creating a platform for information resources and services, aiming to integrate data and tools to support investment research and advisory scenarios [5][6] - The organization plans to enhance investor education and promote long-term and value investment philosophies through expert insights and market outreach [6]

Core Viewpoint - The core viewpoint emphasizes the need for wealth management channels to create professional value rather than merely serving as sales conduits, focusing on the role of buy-side advisory to achieve excess returns for clients [1] Group 1: Wealth Management Ecosystem - The construction of a comprehensive wealth management ecosystem should adhere to long-termism and avoid zero-sum games [1] - Clients are open to accepting fees, contingent on whether institutions can create value and generate excess returns for them [1]

人民财讯9月24日电，9月24日，在由证券时报与南方基金联合主办的2025中国证券业财富经纪高峰论坛 上，南方基金指数投资部基金经理何典鸿表示，完善财富管理生态需从两方面着手。一是加强投研赋 能，将管理人的专业投资研究能力通过投教触达客户，基于专业获得信任。ETF因其透明性和便利性， 是触达客户的理想工具，可与主理人、工作室等新型业务模式深度融合。二是推动投资体验升级。当前 投资者获取金融数据和系统的成本较高，行业各方应共同搭建便捷的、通用的入口，行业机构建立丰富 的知识库，利用AI工具为客户提供全市场基金的筛选、比选、策略及资产配置等智能陪伴服务。 ...