This is a sponsored advertorial from CICC.

On 28 May 2026, CICC successfully held the CICC 2026 London Wealth Management Forum in London, the UK. Centred on the theme “Bridging and Transcending,” the forum brought over 200 representatives from various sectors to engage in in-depth discussions on global economic developments, China-UK economic and financial cooperation, and multi-asset allocation, focusing on the cutting-edge trends and practical pathways in wealth management. It demonstrated to the world the firm steps of China’s capital market deepening reform and opening up, and the vast investment opportunities it presents.

In the welcome remarks, Owen Wu, member of the executive committee and deputy president of CICC Wealth Management, noted that holding the forum in London reflects a shared commitment to seizing China’s opportunities, sharing China’s dividends, and achieving mutual benefit. He highlighted that 2026 marks the first year of the 15th Five-Year Plan, with new industrial drivers accelerating, capital market reforms deepening, and the long-term value frontier of Chinese assets steadily expanding, making the Chinese market an increasingly important part of global investors’ wealth landscape.

As one of the early Chinese investment banks to establish a physical presence and deepen its operations in Europe, CICC has consistently acted as both a facilitator and a participant in China-UK financial ties. In the future, CICC will continue to leverage wealth management as a strategic pillar to better serve the “bringing in” and “going global,” injecting fresh momentum into the financial high-standard opening up.

A frontline dialogue on “Currency, Infrastructure, and the New Equilibrium” featured Dr Yanliang Miao, senior managing director, chief strategist, CICC, and Sir Danny Alexander, CEO, HSBC Infrastructure Finance and Sustainability, moderated by Kevin Liu, chief offshore China and overseas strategist, CICC. Against the backdrop of current global political and economic shifts, the discussion focused on central bank policies in major economies. It explored potential grounds for cooperation amid competition, providing a systematic perspective as well as inspiration on the evolving international monetary order.

During the forum, CICC International Wealth Management unveiled its buyer’s advisory service concept film “50, To Your World”. Subsequently, Zhihai Diao, head of International Business of Wealth Management, CICC, delivered an inspiring speech articulating the international application and theoretical underpinnings of CICC’s buyer’s advisory.

Drawing an analogy to the compass, an ancient Chinese invention that bridged civilisations, he noted that the spirit of integrating eastern wisdom with global exploration is embedded in the newly introduced COMPASS service concept. Building on the overseas expansion and refinement of the “50 Series” in recent years, COMPASS places client needs at its core, integrating risk tolerance, return expectations, and life stages to help clients construct portfolios that combine regional advantages, diverse asset classes, and multiple strategies — precisely the one-stop solution embodied by the “50 Series”.

The introduction of COMPASS represents a systematic enhancement and theoretical elevation of the “50 Series” offshore service capabilities, marking a new phase in which the “50 Series” offshore services move beyond business expansion to a philosophy-driven approach.

The forum brought together more than 20 industry leaders and experts for the keynote speech, keynote dialogue, and panel discussions to exchange ideas and build consensus. The forum is both a vivid demonstration of CICC’s support for national development strategies and an important window for showcasing China’s opportunities to the world.

As China embarks on the first year of the 15th Five-Year Plan, CICC will continue to serve as a vital bridge connecting onshore and offshore capital markets, actively promoting deeper and broader innovation cooperation in areas such as digital finance and green finance. By injecting China’s professional expertise and open vitality into the global wealth management ecosystem, CICC looks forward to empowering global partners to invest in China and jointly write a new chapter of mutually beneficial cooperation.

This is a sponsored advertorial from CICC.