当前，中国财富管理行业正在经历"量质双升"的蜕变。监管层近期明确强调，要进一步强化与投资者的利益绑定，加快健全以投资者回报为核心的评价体 系，推动经纪业务、投顾业务和综合财富管理的转型发展。这一顶层设计的提出，为券商财富管理的深化转型锚定了清晰的航向。 近日，在"2025资本市场高质量发展论坛"上，广发证券凭借其在财富管理转型中的卓越表现，一举斩获"2025年度最佳财富管理综合实力券商"称号。这一 荣誉的背后，是一组令行业侧目的数据：在市场波动与行业内卷加剧的背景下，截至2025年9月末，公司代销金融产品保有规模超过3,500亿元，较上年末 增长约30%，实现了规模与效益的同步增长。截至2025年三季度末，持仓3个月以上的"骐骥"系列解决方案持仓客户盈利占比超95%。 当财富管理行业普遍仍在"销售导向"与"客户利益"的博弈中艰难寻找平衡点时，广发证券早已给出了破局答案。公司不仅明确将"为客户赚钱是我们的责 任"作为核心使命，更通过八年深耕，构建了以"买方投顾化、资产配置化、解决方案化"为支柱的新范式。 从2016年启动投顾转型，到2023年发布"骐骥"系列资产配置解决方案，再到2024年落地海外策略正式开启" ...

Core Viewpoint - The article emphasizes that Guangfa Securities has successfully transformed its wealth management approach by prioritizing client interests over sales-driven strategies, leading to significant market recognition and growth in revenue and product performance [1][3][5]. Group 1: Transformation Strategy - Guangfa Securities initiated a transformation in 2016, shifting from a sales-oriented model to a client-centric approach, with the motto "making money for clients" embedded in its corporate culture [3][5]. - The company has established a tiered training system for its advisory team, resulting in over 4,700 advisors by Q3 2025, ranking second in the industry [3][5]. - In 2018, Guangfa introduced a three-tier product screening mechanism to ensure high asset quality, and in 2023, it launched the "Qiji" series of asset allocation solutions [3][4]. Group 2: Three-Pronged Strategy - The transformation is guided by the "Three-Pronged" strategy: Solution-oriented, Buy-side Advisory, and Asset Allocation [4][5]. - "Solution-oriented" focuses on providing tailored strategies based on client life-cycle needs, while "Buy-side Advisory" shifts the focus from sales volume to client account performance and satisfaction [4][5]. - "Asset Allocation" emphasizes diversified investment across various assets and markets, utilizing macroeconomic analysis and quantitative models to optimize returns [4][5]. Group 3: Market Performance and Recognition - By the end of Q3 2025, Guangfa's financial product distribution scale exceeded 3.5 trillion yuan, reflecting a 30% increase from the previous year, demonstrating simultaneous growth in scale and efficiency [5]. - The "Qiji" series solutions have shown a profitability rate exceeding 95% for clients holding positions for over three months [5]. - Guangfa Securities has consistently ranked first in product returns among major platforms, with a long-term success rate exceeding 70% in selecting outperforming products [5]. Group 4: Client-Centric Approach - The company has significantly improved client satisfaction with its advisory services, showcasing the effectiveness of its client-centered model [6]. - Guangfa Securities views wealth management as a "trust project," continuously optimizing its service offerings to act as a "private wealth manager" for families [8]. - The firm aims to leverage buy-side advisory and asset allocation to support long-term wealth growth for Chinese families, setting a replicable standard for high-quality industry development [8].