GF Securities Wealth Management Shift: Buy-Side Advisory Growth, AI-Enhanced Services

GF Securities established its wealth management center in 2010, launched robo-advisory services in 2016, and entered a comprehensive transformation phase in 2018. Following market volatility in 2021, the company has since 2022 steered its wealth management business toward buy-side advisory, asset allocation, and solution-based offerings. Currently, the scale of its buy-side advisory business continues to grow, with a client repurchase ratio maintained above 5:1—that is, for every RMB 500 million increase in client investment, corresponding redemptions amount to less than RMB 100 million.

The company's advisory team has long ranked among the top three in the industry, and nearly half of the staff in its wealth management department are engaged in investment research. In terms of service model, the firm adopts a "1+1+N" approach, where headquarters consolidates research and product capabilities to support frontline advisors. The total number of clients covered by its full advisory service brand has exceeded 10 million. Advisory personnel primarily serve large clients, while smaller clients are mainly handled through intensive, internet-based, and AI-driven services.

On the digital front, the company has applied AI technology across client engagement, online traffic generation, account opening, suitability management, trading, and service delivery. Its advisory services cater to diverse client needs, offering planning based on client life cycles and constructing asset portfolios that combine cross-asset, cross-cycle, and full-category managers.