证券投资基金销售

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易方达基金财富管理子公司获证监会核准设立
Xin Hua Wang· 2025-08-12 05:38
2022年《关于加快推进公募基金行业高质量发展的意见》提出,支持基金管理公司在做优做强公募 基金主业的基础上实现差异化发展,支持公募主业突出、合规运营稳健、专业能力适配的基金管理公司 设立从事投资顾问、金融产品销售的子公司,提升综合财富管理能力。为响应和落实以上政策,实现高 质量发展目标,易方达基金经过充分论证和准备,于2023年5月提交了设立财富管理子公司的申请。 两年来,易方达基金积极根据监管部门的反馈完善相关准备工作,同时稳妥推进投顾业务,组建了 涵盖投研、顾问、系统开发、金融科技、解决方案、合规风控等100余人的团队,构建并不断完善多层 次的服务体系和多元化的业务模式,依托多层次顾问队伍,为客户提供持续、及时的顾问服务。 近日,证监会发布《关于核准易方达基金管理有限公司设立子公司的批复》,核准易方达基金设立 全资子公司。信息显示,该子公司名称为易方达财富管理基金销售(广州)有限公司,注册地为广东省 广州市,注册资本为1亿元人民币,业务范围为证券投资基金销售。 根据批复,易方达基金后续将按照有关要求完成子公司组建、工商设立登记等一系列工作,子公司 将在申请取得经营证券期货业务许可证后对外展业。 子公司将 ...
易方达基金获准设立财富管理子公司
Zheng Quan Ri Bao· 2025-08-08 07:17
为响应和落实以上政策,实现高质量发展目标,易方达基金经过充分论证和准备,于2023年5月份 提交了设立财富管理子公司的申请。据易方达基金相关人士介绍,两年来,公司积极根据监管部门的反 馈完善相关准备工作,同时稳妥推进投顾业务,组建了涵盖投研、顾问、系统开发、金融科技、解决方 案、合规风控等100余人的团队,构建并不断完善多层次的服务体系和多元化的业务模式,依托多层次 顾问队伍,为客户提供持续、及时的顾问服务。 近年来,国家大力支持投顾业务发展,助力财富管理转型。今年年初发布的《关于资本市场做好金 融"五篇大文章"的实施意见》指出,"推动证券基金经营机构加快财富管理转型""完善投资顾问制度规 则,推动公募基金投顾业务试点转常规,探索构建行业执业标准,培育壮大人才队伍,有序扩大可投产 品范围"。近期发布的《推动公募基金高质量发展行动方案》提出,"出台《证券基金投资咨询业务管理 办法》《公开募集证券投资基金投资顾问业务管理规定》,促进基金投顾业务规范发展""支持优质头部 基金公司业务创新发展,促进资产管理和综合财富管理能力双提升"。 近日,中国证监会发布《关于核准易方达基金管理有限公司设立子公司的批复》,核准易方达 ...
易方达、华夏等巨头,又有大动作
Zhong Guo Ji Jin Bao· 2025-07-03 12:55
Core Insights - Multiple fund subsidiaries have recently been approved and are quickly launching their first business operations, indicating a trend towards differentiated development in the public fund industry [2][5] Group 1: Company Developments - E Fund announced the establishment of its wholly-owned subsidiary, E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., with a registered capital of 100 million RMB, focusing on securities investment fund sales [2][5] - The subsidiary aims to provide buy-side investment advisory services and has built a team of over 100 people to support its operations [5] - 华夏基金 has partnered with listed companies to establish the 华夏致远创业投资基金, with a total subscription amount of 35 million RMB, focusing on equity investments in the biopharmaceutical sector [6][8] Group 2: Industry Trends - The establishment of specialized subsidiaries is seen as a response to regulatory encouragement for public fund companies to enhance their core business while achieving differentiated development [5][9] - The trend of multiple fund subsidiaries being approved reflects a broader strategy to enhance comprehensive wealth management capabilities and better serve the wealth management needs of Chinese residents [9] - Other fund companies, such as 汇添富基金, are also exploring investments in the primary market through their subsidiaries, indicating a shift towards a more integrated investment approach [8][9]
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]