GPTX簡坤投資Deeply Participates in Wind 2025 Family Office High-Quality Development Forum

On July 10th, the highly anticipated Wind 2025 Family Office High-Quality Development Forum opened grandly in Guangzhou. This forum was jointly organized by Wind, a giant  financial information service  provider, and its subsidiary Wind Fund. GPTX Investment Management Limited (GPTX簡坤投資), as a professional participant in the wealth management field, was honored to be invited to participate deeply and jointly plan a new chapter of development with industry elites.

Forum Focus: New Practices of AI-Driven Family Offices

The forum was themed "New Practices of AI-Driven Family-Enterprise Wealth Management and Investment Advisory Services", precisely hitting the key point of current industry development. In the era of the AI wave sweeping through, family offices and investment advisory services are facing new opportunities and challenges. At the forum, Wind showcased its AI-empowered comprehensive service system for family-enterprise wealth management and buyer-side investment advisory, aiming to explore paths for high-quality development of the industry and plan for a new future of global asset allocation. This is in line with GPTX簡坤投資's philosophy of keeping up with industry frontiers and providing innovative services.

Gathering of Guests: Discussing New Industry Trends Together

The forum brought together more than 200 guests, including big names from top securities firms, fund companies, insurance asset management firms, and other asset management fields, as well as top experts in the wealth management industry, and over 150 heads of family offices and enterprise representatives from home and abroad. Fu Xiaochu, Director-General of the Guangzhou Municipal Local Finance Administration Bureau, attended and delivered a speech, congratulating on the holding of the forum and introducing Guangzhou's advantages in the financial field. Wen Keyin, Deputy Director of the Office of the Financial Committee of the Guangzhou Municipal Committee of the Chinese Communist Party and others also attended the event, underscoring the government's strong endorsement of the forum.

Keynote Speeches: Insight into the Frontier, Inspiration for Thinking

Wind Group: AI-Empowered New Solutions for Family Offices

Senior Vice President of Wind and President of Wind Fund Jian Mengwen delivered a speech on behalf of the organizers and shared the "AI-Empowered Solution for Family Office Wealth Management Platform". She pointed out that although the family office industry is booming during the wealth inheritance cycle, it also faces pain points such as complex asset allocation and ambiguous identity transformation in the buyer-side investment advisory. The AI-empowered solution launched by Wind deeply empowers the workflow, service chain, and ecosystem of buyer-side investment advisory. Wind also launched the Wind Family Office Think Tank to build a comprehensive ecosystem service system, providing new ideas for industry development.

GF Securities: Global Macroeconomic and Asset Allocation Strategies

Dai Kang, Managing Director of the Research Center of Development of GF Securities, looked ahead at the global macroeconomy. He pointed out that the world is currently in a "chaotic period" of transition between old and new orders, with debt cycles, deglobalization, and AI industry trends being the core contradictions in asset allocation. He suggested that family offices adopt a "global barbell strategy", allocating to stable assets such as Chinese interest rate bonds and gold on one end, and high-yield and high-volatility assets related to the AI industry chain on the other end, while also paying attention to investment opportunities in the Greater Southeast Asia region.

GF Fund: Probability Thinking and Account Allocation Appreciation Method

Cao Lei, member of Political Party Committee of GF Fund Management, proposed evaluating investment win rates and odds using probability thinking. He adopted a "star + satellite" account allocation strategy that takes into account both stable win rates and high odds, combining with cross-asset allocation to diversify risks and help assets achieve long-term and stable appreciation, providing a practical method for asset allocation.

Aeon Insurance Asset Management: Mindfulness Management for Wealth Inheritance

Yang Jun, Party Secretary of Political Party Committee of Aeon Insurance Asset Management, emphasized that family wealth inheritance should be centered around mindfulness. At the level of philosophy, "passing on the family" is more important than "passing on wealth"; at the level of tactics, integrate mindfulness into investment decisions; at the level of the heart, attach importance to harmonious family relationships. This provides a brand-new perspective for family wealth inheritance.

Zhongou Wealth Management: Integrated Solutions to Meet High-Net-Worth Needs

Zheng Yan, General Manager of Zhongou Wealth Management, said that under economic uncertainty, the needs of high-net-worth clients are becoming more stable, diversified, and personalized. Family offices need scientific and professional integrated solutions to build a second growth curve by strengthening investment research support and optimizing service processes to meet clients' long-term wealth management needs.

E Fund Management: Target Risk and Diversified Allocation for Full-Cycle Management

An Wei, Investment Director of the Investment Advisory of E Fund Management, said that to meet clients' needs for stability, diversified allocation, and long-term inheritance, family offices need scientific asset allocation and risk management. They can draw on the "target risk + diversified allocation" strategy, combining with clients' life cycle needs, and rely on professional investment advisors to achieve full-cycle wealth management.

Panel Discussion： Professional Discussions, Forward-Looking Trends

Panel Discussion One: Insights into Family Office Investment Trends and New Directions in Asset Allocation

Chen Yidi, Head of Investment Research at Wind Fund, hosted Panel Discussion One. Guests including Han Bing from China Pinnacle Equity Management, Hua Lei from Maipu Communication Technology, Li Ling from CITIC Wealth, Shi Zhengrong from Sunshare International Trust, and Zhang Xiaowei from China Resources Trust in a professional and forward-looking discussion on insights into family office investment trends and new directions in asset allocation. Each guest shared practical experiences and insights, providing new ideas for family office investment and asset allocation. The investment team of GPTX簡坤投資 listened carefully and had in-depth exchanges with the guests.

Panel Discussion Two: Comprehensive Management of Family Offices and Global Asset Allocation Practices

In Panel Discussion Two hosted by Bai Ruimin, Director of Chuanjia Zhi Ku, guests including Fei Yi from CHCC Capital, Ophelia Gao, Founder and CEO of GPTX簡坤投資, Li Minmei from Ernst & Young China, Li Shan from China Foreign Economy and Trade Trust, and Xia Wenqing from Guangzhou Institute for Investment Advisor shared wonderful views on the comprehensive management of family offices and global asset allocation practices.

Ophelia Gao, Founder and CEO of GPTX簡坤投資, introduced the company's practices and innovative ideas in this field. She emphasized that comprehensive management of family offices requires professional teams to formulate scientific strategies, and global asset allocation should fully consider the characteristics and risk factors of different markets to provide personalized services to clients. At the same time, the company focuses on using technological means to improve service efficiency and quality, and optimizes asset allocation plans through big data analysis and intelligent models. Other guests also shared professional insights from the perspectives of tax planning, trust services, and investment advisory teaching, providing comprehensive solutions for the comprehensive management and global asset allocation of family offices.

This Wind 2025 Family Office High-Quality Development Forum has built a high-end communication platform for the industry. Through in-depth participation, GPTX簡坤投資 has jointly discussed cutting-edge issues and development trends with industry elites and gained a lot. In the future, GPTX簡坤投資 will continue to uphold the philosophy of professionalism, innovation, and service, improve its professional capabilities and service levels, provide high-quality and personalized wealth management services to clients, and work with industry peers to promote the high-quality development of the family office industry.