三九養(yǎng)生堂記者 鄧肯·蓋伊 報道
精彩| 具??(ju)體??(ti)來??(lai)講??(jiang)??，一??(yi)方??(fang)面??(mian)借??(jie)助??(zhu)信??(xin)托??(tuo)公??(gong)司??(si)專??(zhuan)業(yè)??(ye)的??(de)投??(tou)資??(zi)研??(yan)究??(jiu)和??(he)資??(zi)產(chǎn)??(chan)配?(pei)置??(zhi)能??(neng)力??(li)??，客??(ke)戶??(hu)可??(ke)以??(yi)獲??(huo)得??(de)穩(wěn)??(wen)健??(jian)可??(ke)靠??(kao)的??(de)信??(xin)托??(tuo)計??(ji)劃??(hua)、銀??(yin)行??(xing)理??(li)財??(cai)、公??(gong)募??(mu)資??(zi)管??(guan)產(chǎn)??(chan)品??(pin)投??(tou)資?(zi)組??(zu)合??(he)??，將??(jiang)專??(zhuan)業(yè)??(ye)的??(de)事??(shi)托??(tuo)付??(fu)給??(gei)專??(zhuan)業(yè)??(ye)的??(de)人祝(ren)??，通??(tong)過??(guo)大??(da)類??(lei)資??(zi)產(chǎn)??(chan)配??(pei)置??(zhi)??，顯??(xian)著??(zhu)平??(ping)滑??(hua)風(fēng)??(feng)險??(xian)收??(shou)益??(yi)曲??(qu)線?(xian)、提??(ti)升?(sheng)投??(tou)資??(zi)效??(xiao)率??(lv)；另??(ling)一??(yi)方??(fang)面??(mian)??，信??(xin)托??(tuo)財?(cai)產(chǎn)??(chan)獨??(du)立??(li)于??(yu)客?(ke)戶??(hu)的??(de)其?(qi)他秘(ta)財??(cai)產(chǎn)?(chan)??，信??(xin)托??(tuo)架?(jia)構(gòu)??(gou)有??(you)他??(ta)益??(yi)分??(fen)配??(pei)功??(gong)能??(neng)??，后??(hou)期??(qi)還??(hai)能??(neng)嫁??(jia)接??(jie)各??(ge)類??(lei)教??(jiao)育??(yu)醫(yī)??(yi)療??(liao)養(yǎng)??(yang)老??(lao)等??(deng)社?(she)會??(hui)資??(zi)源??(yuan)??，客??(ke)戶??(hu)可?(ke)以??(yi)獲??(huo)得??(de)多??(duo)場??(chang)景??(jing)的??(de)保??(bao)護??(hu)隔??(ge)離??(li)、傳??(chuan)承??(cheng)分??(fen)配??(pei)等??(deng)服??(fu)務(wù)??(wu)??，解??(jie)除??(chu)生??(sheng)活??(huo)中??(zhong)各??(ge)類??(lei)“后??(hou)顧??(gu)之??(zhi)憂??(you)”??。?? 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??(dang)前??(qian)?，財??(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??(cai)富??(fu)管??(guan)理??(li)目?(mu)標??(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??(xian)隔??(ge)離??(li)、財?(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??(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??(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)??。
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