买方投资顾问服务

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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
易方达财富获批设立 将聚焦买方投顾服务 智通财经6月8日电,智通财经记者了解到,近日获批设立的易方达基金子公司易方达财富,将聚焦买方 投资顾问服务。具体来看,易方达财富具体注册地为广州市南沙区,是落实金融支持南沙深化面向世界 的粤港澳全面合作的重要措施。后续,易方达财富将推进基金销售业务资格和基金投资顾问资格的申 请,依托自有平台聚焦开展买方投资顾问服务。(记者 周晓雅) ...