China CICC Wealth Management Securities Company Limited
China CICC Wealth Management Securities Company Limited (CICC Wealth) is the wholly-owned wealth management platform of China International Capital Corporation Limited (CICC).
Last updated October 9, 2026
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Overview
China CICC Wealth Management Securities Company Limited (CICC Wealth) is the wholly-owned subsidiary of China International Capital Corporation Limited (CICC, 601995.SH, 3908.HK) and serves as CICC's wealth management business platform. It aims to be a trusted, internationally first-class wealth management institution, providing investment solutions centered on clients' life goals from a buy-side perspective. Its services include wealth planning, financial product selection, investment advisory, and digital client platforms, supported by a nationwide network of over 200 outlets across 31 provincial-level administrative regions in China.
History
China CICC Wealth Management Securities Company Limited (CICC Wealth) is the wholly-owned subsidiary of China International Capital Corporation Limited (CICC, 601995.SH, 3908.HK) and serves as CICC's wealth management business platform. It operates a nationwide network of over 200 outlets across 31 provincial-level administrative regions in China. Its product research platform has been established for 10 years, and it began distributing private equity funds as early as 2011. In 2019, CICC won the 'Best Wealth Management Brokerage' award in Asiamoney's 2019 China Best Wealth Management selection.
China Investment Securities Co., Ltd. is established, later operating wealth management and brokerage sub-brands such as 'Jin Zhongtou' and 'Zhang Zhongtou'.
CICC's wealth management business is founded.
CICC Wealth Management begins distributing private equity funds.
CICC wins 'Best Wealth Management Brokerage' at Asiamoney's China Best Wealth Management awards.
CICC's wealth management business and China Investment Securities are integrated to form China CICC Wealth Management Securities Company Limited.
Products and positioning
A world-class wealth management institution trusted by clients
中国50计划产品池
A product pool selecting 50 outstanding managers representing pioneers of China's asset management industry, covering all strategies.
环球家族办公室
Empowering private enterprise families with extreme professionalism.
Controversies
2026
Warning Letter Issued Over Inadequate Review of Abnormal Trading and Insufficient Account Real-Name Management at a Branch
In September 2026, Yicai reported that a branch of China CICC Wealth Management Securities was issued a warning letter by the Ningbo Securities Regulatory Bureau for inadequate review of abnormal trading and insufficient management of account real-name registration. The source did not name the branch, and this entry retains that limitation.
Recent events
- Unconfirmed
Chaoyang Yongxu and brokerages launch Hubei support initiative[8]
Reported:
Chaoyang Yongxu and multiple brokerages launched a public-interest initiative to support private fund managers and brokerage institutions in Hubei. The initiative includes referrals and free tools and training for local brokerages.
Sources8 sources
- 1中金财富官网首页ciccwm.com
- 2金融产品ciccwm.com
- 3我们的优势ciccwm.com
- 4关于中金财富ciccwm.com
- 5Wikidata: China CICC Wealth Management Securities Company Limitedwikidata.org
- 6维基百科:中金财富证券zh.wikipedia.org
- 7Warning Letter Issued Over Inadequate Review of Abnormal Trading and Insufficient Account Real-Name Management at a Branchyicai.com
- 8朝阳永续携手券商启动湖北金融机构联合共建行动finance.sina.com.cn
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