With the rapid development of social economy and the increasing demand for people's financial management, the wealth management industry has gradually risen and developed rapidly. In order to meet the increasingly urgent financial needs of Chinese entrepreneurs, entrepreneurs, investors and the public, Forbes China and Wells Fargo Fund have jointly held the "Forbes China Preferred Financial Planner Selection" for 11 consecutive years, providing a stage for outstanding financial planners who are active in the frontline to show their talents. So far, the competition has attracted more than 45,000 financial planners from banks, securities companies, insurance and other institutions to participate, witnessing the birth of more than 600 outstanding financial planners.
The scene of the 11th Forbes Wells Fargo China Preferred Financial Planner Selection National Finals
Preferred Financial Planner, Star Shine 11 years.
On December 6th, the 11th Forbes Wells Fargo China Preferred Financial Planner Selection National Finals ended in Beijing. After nearly 4 months of fierce competition, Liu Fei from China Construction Bank finally won the gold award of "The 11th Forbes Rich Country China Preferred Financial Planner of the Year Wealth Manager".
Liu Fei, winner of the 11th Forbes China Preferred Financial Planner of the Year Wealth Manager of the Year Gold Award
Before the start of the competition, Russell Flandery, Chief China Consultant of Forbes Global Media Holdings Co., Ltd., Editor-in-Chief of Forbes China, and Pei Changjiang, Chairman of Wells Fargo Fund Management Co., Ltd., delivered opening speeches respectively.
Fan Luxian, Chief China Consultant of Forbes Global Media Holdings Limited and Editor-in-Chief of Forbes China
Pei Changjiang, Chairman of Wells Fargo Fund Management Co., Ltd., delivered a speech
The selection set up four links: registration, online preliminary competition, sub-regional rematch, and national finals and award ceremony. The "National Preferred Financial Planner Selection TOP 60" was born from the rematch of the four major divisions of South China, North China, East China and Central and Western China, and this year's top 60 national winners came from 8 different institutions, of which 18 were selected by China Construction Bank, rising to the top position; China Merchants Bank had 12 selected players, ranking second; Industrial and Commercial Bank of China and Bank of China had 11 selected players, tied for 3rd place; followed by Agricultural Bank of China, Postal Savings Of China, Bank of Jiangsu and Bank of Qingdao.
In the "National Preferred Financial Planner Selection TOP 60" selected by the four divisions, 14 players stood out with their outstanding performance and successfully advanced to the national finals. They are Fan Qiongwen, Fu Zhewei, Gao Gao, Guan Heng, Jin Yijun, Liu Fei, Luo Shafeng, Wu Tianhao, Wang Yun, Xu Wenyan, Yang Jie, Zhou Junjie, Zhang Ting, and Zhao Jingyu. The remaining top 60 contestants will be the public judges of the competition to vote for this year's Preferred Financial Planner Popularity Award.
This year's national finals are mainly conducted in the form of a debate competition, the debate is entitled "In the next three years, should bank wealth management subsidiaries vigorously develop equity products?", the square players from the customer business needs, the strategic positioning of wealth management subsidiaries, asset management business and the new needs of the real economy four points to cut into the debate, the opposing players from the policy, market, customer three levels, the two sides do not give in to each other, tit-for-tat, with full factual arguments, flexible minds and generous debate demeanor, presented a fierce and wonderful debate competition.
The scene of the finals
Public judging
Professor Xi Junyang, deputy director of the Modern Financial Research Center of Shanghai University of Finance and Economics, commented after the game that the players had experienced hundreds of battles, and the best of the best were selected, and their performance was very good.
After the debate, under the presidency of Fan Luxian, chief China adviser of Forbes Global Media Holdings Co., Ltd. and editor-in-chief of Forbes China, Ma Quansheng, chief strategist and strategy director of Wells Fargo Fund, Wang Gang, vice president of Taikang Life and general manager of Taikang Health Wealth Management Center, Jia Zhi, head of Tianxiang Investment Research Center, Li Chao, chief macro analyst of Huatai Securities and former member of the writing team of the central bank's "Monetary Policy Bank Report", and other guests held a roundtable dialogue on the topic of "Net Worth Era, 2020 Major Asset Allocation Strategies".
Roundtable dialogue scene
Li Chao believes that the introduction of the new asset regulations is a major change in the entire asset industry, focusing on solving problems such as multi-level nesting, term mismatch, and capital pool operation. As far as 2020 is concerned, we must jointly focus on an expectation difference, and the core needs to pay attention to two points, the first is the Expansion of the Fed's balance sheet, and the second is monetary policy.
Wang Gang believes that in general, the new asset regulations are good and positive for life insurance companies; the basic principles, characteristics and advantages of the use of insurance funds can be highlighted and amplified through the new asset management policy, and the transformation of insurance companies should be valued through refined management.
Ma Quansheng pointed out that the industry actively encourages the ability to make active management bigger. He believes that there will be a round of re-identification for low-risk or low-drawdown products, as well as good companies and good fund managers.
Jia Zhi believes that in the context of the new asset management regulations, all institutions are facing a huge challenge. He pointed out that for the equity market, it is necessary to treat risks as objective existence, moderately avoid systemic risks, and patiently wait for the next round of excess returns.
The unique and profound insights of the guests benefited the audience.
Awards ceremony, the stars shine.
The 2019 Forbes China Top 60 Preferred Financial Planners, Preferred Financial Planner Popularity Award and Preferred Top 14 Financial Planners have successively received the award under the attention of everyone. Subsequently, the gold, silver and bronze awards of "2019 Wealth Steward of the Year" were grandly announced. After nearly 4 months of selection, in the end, Liu Fei won the "Annual Wealth Steward" gold award, Guan Heng and Jin Yijun won the "Annual Wealth Steward" silver award, and Wu Tianhao, Fu Zhewei and Yang Jie won the "Annual Wealth Steward" bronze award.
Liu Fei won the "Wealth Steward of the Year" Gold Award
Guan Heng and Jin Yijun won the silver award of "Annual Wealth Steward"
Wu Tianhao, Fu Zhewei and Yang Jie won the bronze award of "Annual Wealth Steward"
In recognition of the support of the participating banks this year, the organizers awarded the "Outstanding Institution Award" to ICBC, the "Outstanding Contribution Award" of China Construction Bank, the "Excellent Team Award" of Bank of China, and the "Professional Strength Award" of China Merchants Bank.
Forbes China will continue to pay attention to the wealth management industry, join hands with Wells Fargo Fund to set an example of industry events and help outstanding financial planners create a "star" future in the wealth management industry.
Attached is a list of "Top 60 Preferred Financial Planners in China":
Player name
Bank
Fan Qiongwen
Postal Savings Bank
Fu Zhewei
Industrial and Commercial Bank of China
elegant
China Merchants Bank
Guan Heng
Kim Il-joon
Bank of China
Liu Fei
China Construction Bank
Rosa Peak
Wang Yun
Abc
Wu Tianhao
Xu Wenyan
Yang Jie
Zhang Ting
Zhao Jingyu
Zhou Junjie
Snow white
Chen Lidao
Cheng Jie
Gong Tong
Hu Yiyang
Huang Fu
Jiang Fan
Come on Lily
Lai Wei Du
Li Xia
Lin Fan
Lin Yi
Lin Zhengdi
Liu Songchang
Liu Yuheng
Lou Linlin
Lu Yao
Bank of Qingdao
MadanDan
Mou Yun
Pan Wenjun
Qi Dongmei
Shen Yanping
Shi Yingjun
Sui Yong
Wang Bingsong
Wang Shuo
Wang Wenhui
Wang Ying
Wu Rongdui
Xu Luoqun
Yan Wanjun
Jenny Ye
Yu Sasha
Yu Xiaozhou
Zang Yansen
Zhang Chunjie
Zhang Liru
Zhang Xiaorui
Zhang Xin'er
Zheng Kangping
Zhou Hao
Zhou Yuanyuan
Zhu Han
Bank of Jiangsu
Zhu Hui
Zou Shengyu
Zuo Xinchi
【About Forbes China】
Forbes was founded in New York in 1917 under the slogan "Entrepreneurship, Tools for Wealth Creation", and became an industry leader with its entrepreneurial spirit and sense of innovation. The lists produced by Forbes have been called "the barometer of the economy" and the "weather vane of wealth." Since 2003, Forbes has been in China and has produced a series of lists, surveys, events and other platforms, including the "Forbes China Rich List", adhering to the concept of advocating entrepreneurship for China's corporate decision-making elites. Forbes China is committed to creating an enterprising interactive community for high-end customers, providing a forward-looking and sharing environment, and building an information ecological chain of entrepreneurship and innovation.
【About Wells Fargo Fund】
Founded in Beijing in 1999, Wells Fargo Fund was one of the first ten fund management companies approved by the China Securities Regulatory Commission. Its main business includes mutual funds (including QDII), enterprise annuity funds, national social security funds, specific customer asset management, QFII investment advisory business, etc. As of June 30, 2019, Wells Fargo Fund managed a total of 133 public funds, with a public asset management scale of 167.525 billion yuan (excluding the size of the share of monetary funds and short-term wealth management bond funds), ranking 10/135 in the market. The total scale of the company is 519.782 billion yuan (full caliber, including subsidiaries and investment advisors).
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