As securities firms transform towards wealth management, the importance of "custody" (or "management") is becoming increasingly prominent, with the concept of "three parts investment, seven parts management" becoming a basic consensus in the industry. Against this backdrop, building the capability for "management" has become a crucial question that must be answered in the process of wealth management transformation for securities firms. Based on our long-term tracking and service experience in the wealth management industry and China's securities industry, this article aims to provide some thoughts and perspectives on how securities firms can build a wealth advisor team, as a reference for leaders and practitioners in the wealth management transformation of securities firms.
