On June 21, Caixin Media held the third Wealth Management Forum and the first Wealth Management Huazun Award Ceremony which concluded successfully. Under the joint witness of the brokerage fund industry's big figures in a rainy southern China, Caixin Media announced the winners of the first "Wealth Management Huazun Award".

"Huazun Award" means feasting guests and using beautiful wine vessels, where "hua" represents the location and land that is being held, while "zun" is the horn being sounded and the solemn oath before departing for battle. "Huazun" represents those wealth management practitioners who stay true to their original mission, forge ahead, and create sustained value for their clients, who are still in the midst of the ever-changing market. Driven by a sense of mission, they lead the industry towards a more brilliant future.

Invitation of the Huazun means the selection of wealth. "Hua" represents the position they stand steadfast on, the land beneath their feet, while "zun" represents the assembled horn and the oath of going to war.

The selection of the Huazun Award comprehensively examines wealth management institutions' ability for high-quality development, and also focuses on the development potential of small and medium-sized institutions. It includes 12 awards, which are the Best Wealth Management Institution Award, Best Growth Wealth Management Award, Best Digital Wealth Management Award, Best ETF Ecology Award, and Best Investment Advisory Team Award. It is a major evaluation and recognition of the recent development of the wealth management industry! The leader award in particular allows us to focus on practitioners who have faith and action in wealth management and have achieved outstanding results.

Justice, fairness, and professionalism are the original intentions of our selection of the Huazun Award. To repeatedly verify quantitative indicators and determine reasonable indicators is the meticulousness of our selection of the Huazun Award. The combination of judges' qualitative grading and quantitative scoring of indicators is the impartiality of our selection of the Huazun Award.

Hundreds of institutions, including securities and fund companies' wealth departments and third-party wealth management institutions, participated in the selection of the Huazun Award. Here, we would like to express our gratitude to friends from all institutions for their affirmation and trust in the Huazun Award. The jury consisted of experts and scholars from universities, internationally renowned consulting companies, and those with profound academic backgrounds in the finance field, as well as the top 12 financial analysts from securities companies. Each judge's serious scoring provided the professional confidence for the selection.

Those who observe the situation win with wisdom, while those who control the situation win. The new "Nine Article Law" clearly promotes the high-quality development of securities companies' funds. A series of measures to protect the capital market have already been introduced. The relationship between the functional and profitability aspects of the capital market needs to be properly managed, and the construction of wealth management capabilities has been elevated to a level that depends on securities companies' social value and sense of identity.

Today, we will announce the winners of the first "Wealth Management Huazun Award" from Caixin Media.

I. List of award-winning brokers:

Best Wealth Management Institutions: CITIC Securities, Guotai Junan Securities, Huatai Securities, Galaxy Securities, CITIC Securities International, GF Securities, Haitong Securities, Citic Securities Wealth Management, Orient Securities, Founder Securities.

These institutions possess the high-quality development ability required by wealth management, and the wealth management concept runs through various aspects such as enterprise vision, brand value, team personnel, product management, customer service, and assessment incentives, and has achieved significant results in practice, leading the industry's development.

Leadership in Wealth Management Award: Member of CITIC Securities' Executive Committee Zhang Xinfan, Member of the Executive Committee and Secretary of the Board of Directors of Galaxy Securities **** Bing, Vice President of Oriental Securities, Xu Haining, Chairman and General Manager of Guolian Securities, Ge ****, Assistant General Manager of GF Securities, Fang Qiang, Vice President of Guotai Junan Securities, Wei Feng, Vice President of Ping An Securities, Zheng Xia, Deputy Chairman and General Manager of Xingzheng Global Fund, Zhuang Yuanfang, Executive Director of Zhongtai Securities, Zheng Hanyin, and Deputy General Manager (Acting General Manager) of Yuekai Securities, Lei Jie.

They are deep participants in the industry and outstanding contributors, with significant innovative explorations of the business model for wealth management, and even participate in the formulation and promotion of industry standards. They have outstanding important research results or industry honors in wealth management.

Best Growth Wealth Management Award: Zhongtai Securities, China Post Securities, Western Securities, Wanlian Securities, Founder Securities, Shenwan Hongyuan Securities, Shanxi Securities, Huaxing Securities, Guolian Securities, and Zheshang Securities.

These institutions have the potential for development and late-comer advantages. They have shown outstanding performance in recent years and are models for small and micro wealth management institutions. They combine their own endowment and business advantages, and conduct differentiated and distinctive explorations and practices in investment research, portfolio strategy, customer service, and other aspects.

Best Wealth Management Brand Award: CITIC Securities "Wealth Management", CITIC Jiantou Securities "Wealth Army", CICC Wealth Management "CICC Wealth Management", Changjiang Securities "Fortune Close Distance", Guotai Junan Securities "Wealth Management", Oriental Securities "Wealth Management", Huafu Securities "Wealthy Life", Huaan Securities "Golden Base Hui Private Equity Fund", Sinolink Securities "Commission Treasure", Caida Securities "Caida Stock Market Tong", Yuekai Securities "Yueguanjia", First Capital Securities "Yichuang Zhifutong", Guosheng Securities "Feast"

These institutions have excellent brand building and operation capabilities. Wealth management brands have recognition, market awareness, and customer recognition.

Best Digital Wealth Management Award: Guotai Junan Securities, GF Securities, Guosen Securities, Haitong Securities, CSC Financial, Galaxy Securities, CITIC Securities, CICC Wealth Management, Sinolink Securities, Guotai Junan Securities, Dongbei Securities, Guosen Securities, Huaxing Securities

Technological empowerment has become the hard power of the current wealth management industry. These award-winning institutions have a high level of digital application capabilities. They focus on creating one-stop digital wealth management platforms, using big data, artificial intelligence and other technologies to empower business operations and customer management, and improve the digitalization level of wealth management business from multiple dimensions such as customers, products, and channels.

Best ETF Ecological Award: CITIC Securities, CITIC Jiantou Securities, China Merchants Securities, Galaxy Securities, Industrial Securities, SWHY Securities, Haitong Securities, Ping An Securities, Huaxi Securities, Huabao Securities, Northeast Securities, Sinolink Securities, Huaxing Securities

The battle for ETF ecological construction ability is in full swing. These institutions, guided by customer needs and united with various upstream and downstream service institutions, have helped to build an index investment ecology circle and improve the sense of acquisition of investors.

Best Customer Experience Award: Shanxi Securities, Huaxing Securities, Zhongtai Securities, Founder Securities, Shanghai Securities, Hengtai Futures, Western Securities, Minsheng Securities, Yingda Securities, Guokai Securities, Nanjing Securities, Sichuan Securities

These institutions provide investors with accompany-style services and establish a trust relationship with investors through specialized service processes and capabilities, enhancing investors' sense of participation, recognition and acquisition, demonstrating outstanding customer service capabilities.

Best Wealth Management Practice Award: CITIC Securities, Haitai Securities, GF Securities, Galaxy Securities, Haitong Securities, SWHY Securities, BOC International Securities

Innovation is the lifeline of institutional development. These institutions have outstanding exploration and practice in exploring wealth management institutions in customer service, investment methods, strategy creation, account management, and industry culture.

Best Fund Consulting Award: Oriental Securities, Guolian Securities, Guotai Junan Securities, CICC Wealth Management, Galaxy Securities, Huaxi Securities, Guosen Securities, Industrial Securities

From sales-oriented to investment-oriented transformation, the fund consulting service capability is the next arena for competition. These award-winning institutions have first-mover advantages. They explore the depth of "consultant" services, conform to the "service" nature of investment consultants, strengthen the implementation of moral obligations and prevent conflicts of interest, and are committed to improving investor returns and serving residents' wealth management needs.

Best Channel Cooperation Award: Founder Securities, Shanghai Securities, Zhongtai Securities, Caida Securities, Xinda Securities, Central China Securities, Jianghai Securities, Caitong Securities, Wanlian Securities

Channel cooperation level tests the strength of the institution's "circle of friends". These award-winning institutions have a large number of channel cooperation, deep customer reach, and sustainable customer growth.

Best Investor Education Award: CITIC Securities, Guotai Junan Securities, SWHY Securities, China Merchants Securities, Changjiang Securities, Guoyuan Securities, Huafu Securities, Eastern Securities, Shanxi Securities, Caida Securities, Xiangcai Securities, Tianfeng Securities, Donghai Securities, Century Securities, China Great Wall Securities, Dongguan Securities, Wukong Securities, Chinalin Securities, AVIC Securities

Investor education is the current regulatory direction encouraged by these institutions to provide investors with higher quality and more effective education and services, promote the inclusion of investor education into the national education system, guide investors to establish the correct financial management concept and enable investors to participate better in investment and financial activities.

Best Investment Advisory Team Award: China Merchants Securities Wealth Management Advisory Team, Guotai Junan Securities' "Three Major Metal Talents" Investment Advisory Team, Everbright Securities Jinyangguang Investment Advisory Zhejingtou Team, Orient Securities Banking Screw Team, HTSC Beijing Branch Investment Advisory Team, BOC International Wealth Management Department "Poly Star" Investment Advisory Team, China Post Securities YOU Investment Advisory Team, Citic Securities Investment Advisory Development Team, Ping An Securities Investment Advisory Team, Guosen Securities Xintougu Investment Advisory Team, Southwest Securities Investment Advisory Team, Industrial Securities Xingzheng Investment Advisory Team, Western Securities Headquarter Investment Consultant Team, Shanghai Securities Juying Investment Advisory Team, Xiangcai Securities Investment Advisory Team, China Great Wall Securities Investment Advisory Service Team, Sealand Securities Buyer Investment Advisory Team, Longhua Securities "Longhua Juejin" Investment Advisory Team

The investment advisory team directly reflects the level and ability of institutions serving customers, commends and promotes outstanding investment advisory teams in the industry, sets examples for the industry, enhances the sense of honor and mission of investment advisors, promotes the steady development of the capital market, and has a profound example meaning.

List of winning fund companies

Best Wealth Management Institution Award: Huaxia Wealth, Southern Fund, Jiashi Wealth, China Merchants Fund, Fuguo Fund, Industrial Securities Global Fund, Wanji Fund, Jianxin Fund

Best Wealth Management Brand Award: Southern Fund "Si Nan Investment Advisory", Industrial Securities Global Fund "Responsible Brand", China Merchants Wealth "Multiple Linkages", ICBC Credit Suisse Fund "Easy Investment", GF Fund "Wealth Management", Jiashi Wealth "'Buyer Representative' Business Practice", Wanji Fund, Invesco Great Wall Fund "Investment Advisory"

Best Customer Experience Award: Jianxin Fund, Boshi Fund

Best Fund Investment Advisory Award: Jiashi Wealth, Shenwan Lingxin Fund, Yinhe Fund, Boshi Fund, Jianxin Fund, Fuguo Fund

Best Investment Advisory Team Award: China Merchants Fund Zuocaile Investment Advisory Service Team, Huaxia Wealth Beijing Financial Street Team, Yinhe Fund Tianji Investment Advisory Team, Yingmi Fund Yingmi Pulu Investment Advisory Team, Yingmi Fund Yingmi Aniu Investment Advisory Team

Best Investor Education Award: ICBC Credit Suisse Fund ICBC Credit Suisse Investor Education Base/National Level, E Fund Management E Fund Investor Education Base/National Level, Everbright Securities Global Fund Everbright Securities Global Fund - Fudan Management School Investment Education Base, Boshi Fund Boshi Fund Investment Education Base, Penghua Fund Pengyouhui Penghua Fund Investor Education Base, GF Fund GF Fund Investment Education Base, Guotai Fund, Yinhe Fund, Wanji Fund, Huatai Fund Huatai Fund Investment Education Park, China Merchants Fund China Merchants Fund Investor Companion Base