Shanghai New Huitong Investment Consultant Co., Ltd. is located in Room 202, No.689 Zhenhai Sheng Road, Yang Shan, Jinshan District, Shanghai. The licensed project is securities investment consulting, and the second kind of value-added telecommunications business.
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Shanghai New Huitong released "20 19 Global Wealth Management Research Report", focusing on the current and future development trends of global wealth management from the five core elements of wealth management value chain: companies, investors, customers, products and channels.
Among the five core elements, investment consultant is a practitioner who provides wealth planning and allocation services for customers. Among the investment consultants, there are a group of special people who are independent of banks, brokers, insurance and other comprehensive financial institutions and provide wealth management services to customers as third-party professionals.
In developed countries such as Europe and America, the development of independent financial planners is very mature. They usually conduct business in the form of independent institutions such as studios, accounting for 50%-60% of the overall wealth management market. In China, most investment consultants choose to join comprehensive financial institutions or third-party wealth management companies to provide services, and the proportion of real independent financial planners is less than 1%.
Removing the intermediate links of products, promoting independent financial planners to truly serve customers from the buyer's position, and exploring the development mode of cooperation between independent financial planners and platforms will become the future development direction of CIC consultants.
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