三九養(yǎng)生堂記者 鄧肯·蓋伊 報(bào)道
精彩| 上?(shang)海??(hai)資??(zi)產(chǎn)??(chan)管??(guan)理??(li)協(xié)??(xie)會??(hui)副??(fu)會??(hui)長??(chang)、上??(shang)海??(hai)信?(xin)托?(tuo)黨??(dang)委??(wei)書??(shu)記??(ji)、總??(zong)經(jīng)??(jing)理?(li)陳??(chen)兵?(bing)介??(jie)紹??(shao)??，當(dāng)??(dang)前??(qian)??，財(cái)??(cai)富??(fu)管??(guan)理??(li)市?(shi)場??(chang)正??(zheng)在??(zai)發(fā)??(fa)生?(sheng)巨??(ju)大??(da)的??(de)變?(bian)化??(hua)??，客??(ke)戶??(hu)財(cái)??(cai)富??(fu)管??(guan)理??(li)目??(mu)標(biāo)??(biao)越??(yue)來??(lai)越??(yue)多??(duo)樣??(yang)化??(hua)??，不??(bu)僅??(jin)要??(yao)做??(zuo)到?(dao)保??(bao)值??(zhi)增??(zeng)值??(zhi)??，還??(hai)延??(yan)伸??(shen)出??(chu)了??(le)風(fēng)??(feng)險(xiǎn)?(xian)隔?(ge)離??(li)、財(cái)?(cai)富??(fu)傳??(chuan)承??(cheng)、家??(jia)族??(zu)管??(guan)理??(li)等??(deng)需??(xu)求?(qiu)；不??(bu)僅??(jin)有??(you)金??(jin)融??(rong)服??(fu)務(wù)??(wu)需??(xu)求??(qiu)??，還??(hai)有??(you)強(qiáng)?(qiang)烈??(lie)的??(de)子??(zi)女??(nv)教?(jiao)育??(yu)、醫(yī)??(yi)療??(liao)養(yǎng)??(yang)老??(lao)非??(fei)金??(jin)融??(rong)服??(fu)務(wù)??(wu)??。??財(cái)?(cai)富?(fu)管??(guan)理??(li)市??(shi)場??(chang)必??(bi)須??(xu)緊??(jin)緊??(jin)圍??(wei)繞??(rao)客?(ke)戶?(hu)需??(xu)求??(qiu)的??(de)新??(xin)變??(bian)化??(hua)??，不??(bu)斷??(duan)創(chuàng)?(chuang)新?(xin)金??(jin)融?(rong)產(chǎn)??(chan)品??(pin)和??(he)服??(fu)務(wù)??(wu)??，加?(jia)大??(da)金?(jin)融??(rong)供??(gong)給?(gei)的??(de)質(zhì)??(zhi)量??(liang)和??(he)針??(zhen)對??(dui)性??(xing)???！ 〖??(jia)庭??(ting)信??(xin)托??(tuo)的??(de)推??(tui)出??(chu)是??(shi)整??(zheng)個(gè)??(ge)金??(jin)融?(rong)行??(xing)業(yè)??(ye)、整??(zheng)個(gè)??(ge)資?(zi)產(chǎn)??(chan)管??(guan)理??(li)和??(he)財(cái)??(cai)富??(fu)管??(guan)理??(li)行??(xing)業(yè)??(ye)的??(de)一??(yi)件??(jian)大??(da)事??(shi)??。??鄭??(zheng)智??(zhi)強(qiáng)??(qiang)調(diào)??(tiao)??，“未?(wei)來??(lai)但??(dan)凡??(fan)要??(yao)做??(zuo)財(cái)??(cai)富??(fu)管??(guan)理??(li)??，但??(dan)凡??(fan)要?(yao)服??(fu)務(wù)??(wu)個(gè)??(ge)人??(ren)客??(ke)戶??(hu)的??(de)金??(jin)融??(rong)機(jī)??(ji)構(gòu)??(gou)都??(dou)應(yīng)?(ying)該??(gai)重??(zhong)視??(shi)??。家??(jia)庭??(ting)信??(xin)托??(tuo)在??(zai)中??(zhong)國??(guo)的??(de)發(fā)??(fa)展??(zhan)絕??(jue)不??(bu)能??(neng)僅??(jin)僅??(jin)依?(yi)靠??(kao)信??(xin)托??(tuo)公??(gong)司??(si)??，未??(wei)來??(lai)的??(de)發(fā)??(fa)展??(zhan)一??(yi)定??(ding)是?(shi)走??(zou)向??(xiang)生??(sheng)態(tài)??(tai)開??(kai)放??(fang)??，客??(ke)戶??(hu)、資??(zi)產(chǎn)??(chan)兩??(liang)端??(duan)開??(kai)放??(fang)??，這??(zhe)將?(jiang)是??(shi)財(cái)??(cai)富??(fu)管??(guan)理??(li)的?(de)新??(xin)生?(sheng)態(tài)?(tai)??。”(完??(wan))
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