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

LightningPacketLoss · 2026-04-06T15:22:48+00:00

Recently, E Fund Wealth delivered its first full quarterly operational performance report since its launch. As of March 31, E Fund Wealth's personal client fund distribution holdings reached nearly 10 billion yuan.The rapid growth in E Fund Wealth's distribution holdings in the first quarter is attributed to the long-term positive expectations for the capital market and the trend of wealth management market transformation toward a buyer's model. After six years of accumulating experience through a pilot fund advisory business, E Fund Wealth officially launched its operations on December 23, 2025, introducing professional advisory services and distributing all market funds on its proprietary platform "e-wallet," providing investors with a high-quality investment experience.In recent years, residents' wealth has continued to grow, and concepts such as scientific investing and asset allocation have gradually become widely accepted. Advisory institutions, with their professional research capabilities and high-quality accompanying services, have gained recognition from investors. More and more investors are choosing to plan their wealth and invest through advisory institutions. E Fund Wealth stated that the company will always adhere to the principles of

LightningPacketLoss

2026-04-06 15:22:48

Recently, E Fund Wealth has released its first complete quarterly operating performance report since launching its sales business. As of March 31, E Fund Wealth’s personal-client fund distribution sales—assets under management—have reached nearly 10 billion yuan.

E Fund Wealth’s rapid breakthrough in distribution AUM for the first quarter benefits both from the long-term optimistic outlook for capital markets and from the trend of transformation in the wealth management market toward a buyer-oriented model. After six years of accumulating experience from a pilot program for fund investment advisory (IA) services, E Fund Wealth officially began its sales business on December 23, 2025, launching professional IA services and distributing funds across the entire market through its in-house platform “e Wallet,” so investors can feel a high-quality investment experience.

In recent years, residents’ wealth has continued to grow, and concepts such as scientific investing and asset allocation have gradually become widely accepted. IA institutions, backed by their professional investment research and development capabilities and high-quality companion services, have earned investor recognition, and more and more investors are choosing to plan their wealth and manage their investments through IA institutions. E Fund Wealth said the company will always adhere to the fundamentals of the fund IA 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.

(E Fund Fund)

(Editor: Xu Nannan)

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