三九養(yǎng)生堂記者 鄧肯·蓋伊 報道
精彩| 在?(zai)鄭??(zheng)智??(zhi)看??(kan)來??(lai)??，過??(guo)去??(qu)中?(zhong)國??(guo)家??(jia)庭??(ting)資??(zi)產(chǎn)??(chan)的??(de)形??(xing)態(tài)??(tai)可??(ke)以??(yi)概??(gai)括?(kuo)為??(wei)三??(san)類?(lei)??，即??(ji)存??(cun)款??(kuan)、資??(zi)管??(guan)產(chǎn)??(chan)品??(pin)和??(he)保?(bao)險?(xian)??。?未?(wei)來??(lai)在??(zai)這?(zhe)三??(san)者??(zhe)之??(zhi)外??(wai)會??(hui)有??(you)一?(yi)個??(ge)信??(xin)托??(tuo)賬??(zhang)戶??(hu)的??(de)崛??(jue)起??(qi)???！跋??(xiang)當??(dang)一??(yi)部??(bu)分??(fen)錢??(qian)會??(hui)先??(xian)到??(dao)信??(xin)托??(tuo)??，再?(zai)去?(qu)購??(gou)買??(mai)各??(ge)種??(zhong)資??(zi)管?(guan)產(chǎn)??(chan)品??(pin)??。這??(zhe)樣??(yang)一??(yi)個??(ge)結(jié)??(jie)構(gòu)?(gou)的??(de)變??(bian)化??(hua)會??(hui)引?(yin)來?(lai)中??(zhong)國??(guo)財??(cai)富??(fu)管??(guan)理??(li)行??(xing)業(yè)??(ye)整??(zheng)個??(ge)大??(da)的??(de)變??(bian)化??(hua)??，我??(wo)們?(men)稱??(cheng)作??(zuo)家??(jia)庭??(ting)資??(zi)產(chǎn)??(chan)的??(de)信??(xin)托??(tuo)化??(hua)???！薄 ∩??(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??(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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