CICC Wealth Management

What CICC Wealth Management does

CICC Wealth Management (中国中金财富证券有限公司) is the wealth management subsidiary of China International Capital Corporation (CICC, 601995.SH, 3908.HK) and operates as one of China's largest full-service wealth platforms. The company serves three primary client segments — retail investors, high-net-worth individuals, and private enterprise families — through a national network of 200+ branches spanning all 31 provincial-level administrative regions. Revenue is generated across four streams: securities brokerage and trading commissions, financial product distribution and management fees (spanning securities private placement, asset management, fixed income, private equity, FOF products, public funds, and benefit certificates), wealth planning and investment advisory fees, and Global Family Office professional services for ultra-high-net-worth families. The business model combines high-touch professional advisory with digital channels including the CICC Wealth mobile app, PC trading software, intelligent customer service, and online account opening integrated with 18+ major Chinese banks.

The company's product architecture centers on three differentiated offerings: the China 50 Plan (中国50计划), a curated product pool selecting 50 top fund managers across all strategies using quantitative screening, manager interviews, and 6+ month performance tracking; the Global Family Office (环球家族办公室), providing institutional-grade family governance, wealth structuring, trust architecture, and intergenerational transfer solutions; and comprehensive wealth planning and asset allocation services built on proprietary models supporting conservative, balanced, and aggressive risk profiles. Underpinning these offerings is a research platform operating for over 10 years with 1,000+ manager interviews and coverage of nearly 1,000 domestic and international asset management institutions. The technology stack combines mobile (CICC Wealth App), web, WeChat, and tech-enabled smart branch channels into an omni-channel digital customer service platform.

The go-to-market model is hybrid, pairing product-led growth (China 50 Plan curation, systematic product research) with sales-led advisory teams providing one-on-one customized services. Distribution combines direct offline sales branches with self-serve digital channels for retail and SMB clients, and dedicated professional advisory and Family Office channels for enterprise and ultra-HNW segments. The company was previously known as China Investment Securities (中投证券) and was integrated into the unified CICC Wealth brand. CICC Wealth operates exclusively within China with no global footprint claim, and the source data does not disclose standalone segment revenue. Industry context notes that fee reform in China's public offering fund market is pressuring traditional brokerage models, prompting CICC Wealth to participate in industry-level positioning on advisory value transformation.

Name

CICC Wealth Management

Legal name

中国中金财富证券有限公司

Website

https://ciccwm.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

CICC Wealth Management is the wealth management subsidiary of CICC (China International Capital Corporation), providing brokerage, investment advisory, financial product distribution, and Global Family Office services to retail investors, high-net-worth individuals, and private enterprise families across China through 200+ branches and digital platforms.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro industry

PRIMARYFSAAANAB

Corporate & Institutional Trust Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

Keywords

• Wealth management services
• Securities brokerage
• Asset allocation advisory
• Family office services
• Financial product distribution

Headquarters

HQ city

Shenzhen

HQ country

China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 证券经纪与交易服务: Stock brokerage and trading services providing securities trading platform and execution services to retail and institutional investors.
2. 金融产品代销与管理费: Distribution of financial products including private securities, asset management products, fixed income, private equity, FOF products, and public funds, earning distribution commissions and management fee sharing.
3. 财富规划与投资顾问服务: Comprehensive wealth planning services including asset allocation, retirement planning, education planning, risk protection, and tax planning, with personalized investment advisory.
4. 环球家族办公室服务: Global Family Office services for ultra-high-net-worth families providing family governance, wealth structuring, trust architecture, and intergenerational wealth transfer solutions.

Go-to-market motion2 records

Distribution channels6 records

Marketing channels5 records

Core offering

CICC Wealth Management operates as a comprehensive wealth management brokerage platform under China International Capital Corporation (CICC), offering securities trading, wealth planning, asset allocation, and distribution of financial products (private securities, asset management, fixed income, private equity, FOFs, public funds) to retail, high-net-worth, and ultra-high-net-worth clients across China. The firm combines professional investment advisory with digital channels (mobile app, PC trading, online account opening) supported by 200+ branches across 31 provinces.

Product overview

CICC Wealth Management (中金财富) operates as a comprehensive wealth management platform under China International Capital Corporation (CICC). The platform offers a unified, full-service architecture combining mobile app technology (中金财富APP), professional wealth planning and asset allocation services, and institutional-grade investment products. The core portfolio includes the China 50 Plan for selecting top fund managers, the Global Family Office for ultra-high-net-worth clients, and a full spectrum of investment products spanning private securities, asset management, fixed income, private equity, public funds, and FOF products. The ecosystem is supported by digital capabilities including online account opening, intelligent customer service, wealth planning tools, and an investor education platform, enabling services across 200+ branches nationwide.

Differentiator

Problem solved

Functional benefit

Brands

• 中国50计划 (China 50 Plan): An investment product pool that selects 50 outstanding managers representing China's asset management industry pioneers across all strategies, with quantitative screening, manager interviews, and over 6 months of performance tracking.
• 环球家族办公室 (Global Family Office, GFO)

Products and services

• CICC Wealth App (中金财富APP)

Quantifiable outcome

• Comprehensive wealth research coverage spanning macroeconomics, market strategy, industry/company studies, and domestic/international markets
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered moderate, minor and core.

• Morningstar (China)moderateStrategic or Co-development Partner · 6 May 2026CICC Wealth participated in the Morningstar (China) 2026 Investment Summit roundtable discussion alongside Yifangda Wealth, East Money, and Charles Schwab (Shanghai) to discuss value transformation in China's investment advisory industry amid fee reform in the public offering fund market.
• Yifangda WealthminorOthersIndustry peer participant in Morningstar (China) 2026 Investment Summit roundtable discussion on wealth management industry value transformation and fee reform impact.
• East MoneyminorOthersIndustry peer participant in Morningstar (China) 2026 Investment Summit roundtable discussion on wealth management industry trends.
• Charles Schwab (Shanghai)minorOthersInternational wealth management firm participant in Morningstar (China) 2026 Investment Summit, sharing insights on fee reform impact and advisory service models.
• Major Chinese Banks (建设银行, 工商银行, 农业银行, etc.)coreChannel Partner/ Reseller/ DistributorPartnership with 18+ Chinese banks including CCB, ICBC, ABC, SPD Bank, BOCOM, PSBC, BOC, CEB, CMBC, CITIC, and others for third-party deposit management services enabling clients to bind bank cards for securities trading accounts.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Ant Fortune (Ant Group): Digital wealth and fund distribution platform within the Alipay ecosystem, serving hundreds of millions of Chinese retail investors. Competes with CICC Wealth on retail fund distribution at massive scale and low cost.
• Yifangda Fund (E Fund Management): One of China's largest public fund managers and a Morningstar summit co-participant with CICC Wealth. Comparable as both a product partner (distributed via CICC Wealth's China 50 Plan) and a competitor in retail fund distribution.

Direct peers

• Haitong Securities: One of China's largest brokerages with a sizable wealth management segment and extensive branch network. Direct competitor in retail brokerage and product distribution to CICC Wealth.
• CITIC Securities: China's largest state-affiliated securities firm with a major wealth management arm serving retail and HNW clients. Directly comparable to CICC Wealth on brokerage, asset management, and product distribution across China.
• GF Securities: Major Chinese securities firm with an established wealth management line of business. Comparable in serving retail and HNW clients across China with a mix of branch and digital channels.
• Noah Holdings: China's leading independent HNW wealth management and family office platform. Comparable to CICC Wealth's HNW and family office offerings, including trust architecture and alternative product distribution.
• Huatai Securities: Top-tier Chinese securities firm with a sizable wealth management business (涨乐财富通) covering retail and HNW clients. Comparable in scale, product breadth, and digital platform maturity to CICC Wealth.
• China Merchants Securities: Major Chinese brokerage with a strong wealth management franchise and retail brokerage platform. Comparable to CICC Wealth in serving retail and HNW investors through a multi-channel model.
• East Money: Leading digital-native Chinese brokerage and financial information portal with a fast-growing wealth and fund distribution platform. Explicitly named as a co-participant with CICC Wealth at the Morningstar China 2026 Investment Summit; competes on digital UX and low-cost fund distribution.

Broad incumbents

• Ping An One Connect / Ping An Wealth: Financial conglomerate with a sizable HNW wealth management franchise under Ping An. Comparable as a Chinese full-service wealth platform combining insurance, banking, asset management, and advisory.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments12 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CICC Wealth Management