E Fund's Wealth Business First Quarter Personal Customer Fund Agency Scale Approaches 10 Billion Yuan

SadMoneyMeow · 2026-04-06T14:54:20+00:00

E Fund Wealth, in its first full quarter of operation, has a personal client fund distribution scale of nearly 10 billion yuan, benefiting from optimistic market expectations and the transformation of its wealth management model. The company emphasizes enhancing product competitiveness and customer service, and will continue to focus on the development of its fund advisory business.

SadMoneyMeow

2026-04-06 14:54:20

Abstract generation in progress

Recently, Everbright Wealth has turned in its first complete quarterly operating report since launching its sales business. As of March 31, Everbright Wealth’s personal-client fund distribution custody balance reached nearly 100 billion yuan.

Everbright Wealth’s rapid breakthrough in its first-quarter distribution custody balance stems not only from long-term optimism about the capital markets, but also from the trend in the wealth-management market shifting toward a buyer-centric model. After accumulating experience from the fund investment advisor (FIA) business pilot over six years, Everbright Wealth officially began its sales business on December 23, 2025. It launched professional FIA services and distributed funds across the entire market on its proprietary platform, “e-wallet,” so investors can experience a high-quality investing experience.

In recent years, residents’ wealth has continued to grow, and concepts such as scientific investing and asset allocation have gradually become widely accepted. Investment advisor institutions, leveraging their professional investment research and advisory capabilities as well as high-quality companionship services, have been recognized by investors. More and more investors are choosing to plan their wealth and manage their investments through investment advisor institutions. Everbright Wealth said the company will always adhere to the fundamentals of the FIA business, follow a “small but beautiful” development path, focus on enhancing product competitiveness and improving customer service quality, and steadily and solidly carry out its wealth-management business.

Daily Economic News

(Editor: Guo Jiandong)

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