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国联民生证券总裁葛小波:买方投顾将成为未来财富管理的基石
Xin Lang Cai Jing· 2025-09-24 07:10
Core Viewpoint - The transformation of wealth management in China requires significant improvements in various areas, particularly in buyer investment advisory services, which are currently insufficiently developed [1] Group 1: Wealth Management Transformation - The depth of buyer investment advisory services is far from adequate [1] - The concept of "long money, long investment" has not been fully realized [1] - There is a relative lack of excellent client managers, leading to insufficient trust from clients [1] Group 2: Future of Wealth Management - Buyer investment advisory services are considered the foundation of wealth management transformation [1] - Buyer investment advisory, represented by "fund advisory," has established a new legal relationship similar to full discretionary management [1] - This new relationship is expected to become the cornerstone of future wealth management [1]
易方达基金财富子公司获批,公募基金销售子公司再下一城
Guan Cha Zhe Wang· 2025-06-12 08:40
Group 1 - The China Securities Regulatory Commission (CSRC) has approved E Fund Management Co., Ltd. to establish a wholly-owned subsidiary focused on buy-side investment advisory services, increasing the number of approved public fund sales subsidiaries in the industry to 9 [1] - E Fund submitted its application for the wealth management subsidiary in May 2023 and has spent nearly two years preparing based on regulatory feedback, building a team of over 100 people across various functions to enhance its advisory services [1] - The newly approved subsidiary, named E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., is registered in Nansha District, Guangzhou, with a registered capital of 100 million RMB, and aims to support financial cooperation in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - Wealth management subsidiaries are seen as an extension of fund companies, marking a transformation towards wealth management and providing high-quality services from the buy-side perspective [2] - The government has been actively supporting the development of investment advisory services, with recent policies aimed at accelerating wealth management transformation and establishing industry standards [2] - E Fund's investment advisory team plans to leverage the new subsidiary to create a systematic, multi-layered, and intelligent advisory service system, offering comprehensive wealth management solutions to clients [2]
易方达财富获批设立 将聚焦买方投顾服务
news flash· 2025-06-08 05:01
Group 1 - E Fund's subsidiary, E Fund Wealth, has been approved for establishment, focusing on buy-side investment advisory services [1] - The registered location of E Fund Wealth is Nansha District, Guangzhou, which is part of the financial support measures for deepening cooperation in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - E Fund Wealth plans to apply for qualifications in fund sales and investment advisory services, leveraging its own platform to enhance buy-side advisory services [1]