Wealth Management and Fundraising Battle Escalates: The 20 Trillion Yuan Club Expands, and Agency Distribution Channels Become the Decisive Factor

MetaMuskRat · 2026-04-08T04:36:19+00:00

Recently, several wealth management companies released their 2025 second-half financial business reports, showing significant growth in management scale, with the two-trillion-yuan club expanding to five institutions. The market is optimistic about the prospects of the wealth management industry and emphasizes the importance of customer service.

MetaMuskRat

2026-04-08 04:36:19

Abstract generation in progress

People’s Finance News, April 8—Recently, wealth management companies have been rolling out their 2025 second-half wealth management business reports. Combined with the 2025 annual reports published by listed banks, reporters found that last year, the managed assets of multiple wealth management companies grew significantly, expanding the “trillion-yuan club” to include five companies: CMB Wealth Management, CCB Wealth Management, CITIC Wealth Management, ABC Wealth Management, and ICBC Wealth Management. When reviewing the reasons behind the growth in scale, many wealth management companies cited the expansion of distribution channels and optimization of product portfolio planning. In the face of opportunities arising from residents reconfiguring their time deposits, the wealth management industry has promising development prospects. Fulfilling the “required-answer” for wealth management firms—doing their best to provide customer service and improving investors’ holding experience and sense of gain—is a must. (China Securities Journal)

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