Wisdom Beyond Wealth
China CICC Wealth Management Securities Company Limited (CICC Wealth Management) is a wholly owned subsidiary of CICC. CICC Wealth Management is CICC's financial management platform that boasts agility and innovation thanks to products and solutions that conform to globally recognized standards and a professional consultation team. CICC Wealth Management is committed to providing professional investment solutions for our clients and working alongside them to formulate wealth plans to meet their life goals. CICC Wealth Management's vision is to become a world-class wealth management institution worthy of our clients’ trust and to work together with clients to create more value for individuals and society.
Our Strengths
A Robust System for Wealth Research
CICC Wealth Management relies on the robust research resources of CICC Research. With an emphasis on understanding buyers’ perspectives with investment research, we are committed to building a comprehensive research system covering macroeconomics, market strategies, industries, and companies, providing various clients with integrated services encompassing reports, roadshows, and surveys to meet their needs for portfolio allocation, trading, and industry-specific investment research. These services will aid in meeting customer needs in terms of configuring products, trading, and industrial investment and research. CICC's financial research team is one of the first professional teams in China to explore the financial research model. It aims to empower the wealth management business and help our customers preserve and increase the value of their assets through proactive, in-depth, comprehensive investment and research services.
Providing Product Solutions that Meet Global Standards
To better support the needs of wealth management clients, we have gathered professional teams in the industry and integrated internal high-quality resources to create a one-stop shop for products and solutions, providing in-depth capital market research from an international perspective, allocation of a full range of financial products, integrated wealth planning and asset allocation services. We provide extensive research into global markets and financial products as well as all-round wealth planning and asset allocation services. In addition, to meet the risk management and investment needs of our clients, we provide tailor-made solutions, connecting our clients to scarce resources.
A Team of Professional Investment Consultants
Possessing outstanding academic credentials and extensive professional experience, our professional investment consultants and private wealth advisors are committed to fully understanding the needs and goals of clients to provide tailor-made investment solutions, execute and track investment plans, which is how they’ve earned our clients’ trust. By putting the interests of clients first, our investment consultants and private wealth advisors provide one-on-one tailor-made services to clients on the basis of understanding their goals and identifying opportunities and managing risks.
All-channel, Digital Customer Service Platform
CICC Wealth Management is committed to establishing an all-channel, digital customer service platform. By going online and using the CICC Wealth Management app or by visiting our WeChat page, investors can have convenient access to operations like opening accounts, getting real-time market quotes, accessing a plethora of information, trading stocks, high-quality financial management and other financial services to meet the diverse needs of the full spectrum of customers; offline customers can still gain convenient access to efficient services by visiting one of our physical smart node locations.
Customer Camaraderie and Market Initiatives
We emphasize learning about our clients, their lifestyles, and how they think. By creating a comprehensive 'online + offline' service system, we can be with our clients every step of the way, creating value for individuals and society together. The online matrix covers high-quality content like brands, stocks, funds, strategies, portfolio investment and asset allocation, and allows customers to participate throughout the whole journey: before, during and after investment. We organize various types of activities that revolve around clients offline and have built a series of investment and teaching activities covering topics like asset allocation, stock trading, financial education and others, all of which we've used to help establish a platform for communication with customers and provide them with rich, value-added services.
CICC's Brand and Platform
Building on CICC’s years of experience and strengths as a company with Chinese roots and international reach, we leverage our expertise to connect clients with top-tier institutional resources within CICC. We closely collaborate with investment banking, asset management, research and other business sectors. With the invaluable experience of CICC’s Investment Banking Division with their numerous projects, we provide our clients with our top-of-the-line integrated investment and financing solutions. We also invite economists, entrepreneurs and investment managers to share their understanding of macroeconomic conditions, policy trends, trending issues, industry analysis and other topics. By incorporating these services, we keep our clients informed with research and discussions in the field of wealth management to satisfy their needs and build a platform for long-term communication.
Our Business
CICC Wealth Management cares about customers, first and foremost, and provides lifelong solutions across all asset classes. In order to better meet the needs of our clients, CICC integrates internal resources to build a one-stop Investment and Products & Solutions Tribe (IPS Tribe), providing product customizations that meet global standards, innovative and efficient trading services, diversified capital services and comprehensive and integrated services offered by CICC.