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??(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)多祝(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)???！ ?023年??(nian)3月?(yue)??，原??(yuan)中??(zhong)國?(guo)銀??(yin)保??(bao)監(jiān)?(jian)會(huì)??(hui)發(fā)??(fa)布??(bu)《關(guān)??(guan)于??(yu)規(guī)??(gui)范??(fan)信??(xin)托??(tuo)公?(gong)司??(si)信??(xin)托??(tuo)業(yè)??(ye)務(wù)??(wu)分??(fen)類?(lei)的??(de)通??(tong)知??(zhi)》??，家??(jia)庭??(ting)服??(fu)務(wù)??(wu)信?(xin)托??(tuo)業(yè)??(ye)務(wù)??(wu)被??(bei)明??(ming)確??(que)列??(lie)入??(ru)“財(cái)??(cai)富??(fu)管??(guan)理??(li)信??(xin)托??(tuo)”??。??相??(xiang)較??(jiao)于??(yu)門??(men)檻??(kan)較??(jiao)高??(gao)的??(de)家??(jia)族??(zu)信??(xin)托??(tuo)??，作??(zuo)為?(wei)普??(pu)惠??(hui)版??(ban)的??(de)“家??(jia)族??(zu)信??(xin)托??(tuo)”??，家??(jia)庭??(ting)服??(fu)務(wù)??(wu)信??(xin)托??(tuo)顯??(xian)著??(zhu)降??(jiang)低??(di)了??(le)設(shè)??(she)立??(li)門??(men)檻??(kan)??，但??(dan)同??(tong)樣?(yang)具??(ju)有??(you)家??(jia)族??(zu)信??(xin)托??(tuo)的?(de)各??(ge)類??(lei)功??(gong)能??(neng)??，使??(shi)得??(de)信??(xin)托??(tuo)制??(zhi)度??(du)能??(neng)夠?(gou)惠??(hui)及??(ji)更??(geng)廣??(guang)大??(da)的??(de)中??(zhong)產(chǎn)??(chan)階??(jie)級??(ji)和??(he)大??(da)眾?(zhong)群??(qun)體??(ti)??。
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