“Instead of chasing the perfect product, find a more suitable configuration solution.” In an exclusive interview with a reporter from the Shanghai Securities News, Wu Xianheng, vice president of CICC Wealth, defined this transformation as the industry moving towards the 3.0 era of “starting with the end, with a full account perspective.” Since 2019, CICC Wealth has firmly chosen a path that seems more difficult, yet more sustainable: a comprehensive transformation to a buyer's investment model and exploring a differentiated path combined with AI technology and global allocation.

“Instead of chasing the perfect product, find a more suitable configuration solution.” In an exclusive interview with a reporter from the Shanghai Securities News, Wu Xianheng, vice president of CICC Wealth, defined this transformation as the industry moving towards the 3.0 era of “starting with the end, with a full account perspective.” Since 2019, CICC Wealth has firmly chosen a path that seems more difficult, yet more sustainable: a comprehensive transformation to a buyer's investment model and exploring a differentiated path combined with AI technology and global allocation.