Hua Yuan Securities' Chen Jie: Building a comprehensive wealth management ecosystem requires a long-term perspective and avoiding zero-sum games.

On September 24th, at the 2025 China Securities Industry Wealth Brokerage Summit co-hosted by Securities Times and Southern Fund, Chen Jie, Assistant General Manager of Huayuan Securities and Deputy Director of Wealth Committee, discussed how to improve the wealth management ecosystem by stating that sales channels should not be sales channels, but should create professional value. The core lies in playing the role of buyer's adviser, obtaining excess returns for clients through asset allocation, and becoming an information bridge connecting clients and managers. Chen Jie pointed out that building a sound wealth management ecosystem requires a long-term mindset and avoiding zero-sum games. She observed that customers are not unwilling to pay fees, the key is whether institutions can create value for them and earn excess returns.