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(huì)??(hui)副??(fu)會(huì)??(hui)長(zhǎng)??(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(chǎng)??(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(chǎng)??(chang)必??(bi)須??(xu)緊??(jin)緊?(jin)圍??(wei)繞??(rao)客??(ke)戶秘(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(duì)??(dui)性??(xing)??。 中??(zhong)新?(xin)網(wǎng)??(wang)上??(shang)海??(hai)10月??(yue)15日??(ri)電??(dian) (高??(gao)志??(zhi)苗??(miao))15日?(ri)?，“全??(quan)球??(qiu)資??(zi)產(chǎn)??(chan)管??(guan)理??(li)中??(zhong)心?(xin)——上??(shang)海??(hai)國(guó)??(guo)際??(ji)活??(huo)動(dòng)?(dong)周??(zhou)2023”系??(xi)列??(lie)活??(huo)動(dòng)?(dong)：“信??(xin)托??(tuo)為??(wei)美??(mei)好??(hao)生??(sheng)活??(huo)創(chuàng)??(chuang)造??(zao)價(jià)??(jia)值??(zhi)”投??(tou)資??(zi)者??(zhe)服?(fu)務(wù)??(wu)日??(ri)活??(huo)動(dòng)?(dong)在??(zai)上??(shang)海??(hai)舉??(ju)行??(xing)??。??針??(zhen)對(duì)??(dui)未??(wei)來??(lai)財(cái)??(cai)富?(fu)管??(guan)理??(li)發(fā)??(fa)展??(zhan)等??(deng)議??(yi)題??(ti)?，與??(yu)會(huì)??(hui)專??(zhuan)家??(jia)普?(pu)遍??(bian)認(rèn)??(ren)為??(wei)?，“家??(jia)庭??(ting)資?(zi)產(chǎn)??(chan)信??(xin)托??(tuo)化??(hua)”或??(huo)成??(cheng)未??(wei)來??(lai)財(cái)??(cai)富??(fu)管?(guan)理??(li)“新??(xin)趨??(qu)勢(shì)??(shi)”??。
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責(zé)編：楊之光
審核：吉尼
責(zé)編：呂程平