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How CITIC Securities broke into wealth management

Chinese investment bank CITIC Securities Wealth Management (HK) (CITICS WMHK), which has traditionally focused on equity brokerage and transactional services, has been pushing further into wealth management and is looking to hire more fund specialists to serve its U/HNW clients. When Matthew Chan, head of product and investment solutions, joined the bank in 2018 its wealth management business was still…

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