CITIC Construction Investment Zhang Xinfan: Transitioning to the buyer is the path for wealth management institutions to achieve a leap in capabilities.

date
24/09/2025
On September 24, at the 2025 China Securities Industry Wealth Brokerage Summit co-hosted by Securities Times and Southern Fund, Zhang Xinfan, a member of the executive committee of Citic Securities, said that by transitioning to buyer wealth management, wealth management institutions can achieve a re-leap in capabilitiesno longer just "porters" and "salesmen" of financial products, but providing clients with a healthy wealth ecosystem, a reassuring and capable ability to traverse cycles.