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(shū)??(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(lái)??(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??(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)???！ ≡??(zai)鄭??(zheng)智??(zhi)看??(kan)來(lái)??(lai)??，過(guò)??(guo)去??(qu)中??(zhong)國(guó)??(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(lèi)??(lei)??，即??(ji)存??(cun)款??(kuan)、資??(zi)管??(guan)產(chǎn)??(chan)品??(pin)和??(he)保??(bao)險(xiǎn)??(xian)??。??未?(wei)來(lái)??(lai)在??(zai)這??(zhe)三??(san)者??(zhe)之?(zhi)外??(wai)會(huì)??(hui)有??(you)一??(yi)個(gè)??(ge)信??(xin)托??(tuo)賬??(zhang)戶??(hu)的??(de)崛??(jue)起??(qi)???！跋?(xiang)當(dāng)??(dang)一??(yi)部??(bu)分??(fen)錢(qián)??(qian)會(huì)??(hui)先?(xian)到??(dao)信??(xin)托??(tuo)??，再??(zai)去??(qu)購(gòu)??(gou)買(mǎi)??(mai)各??(ge)種??(zhong)資??(zi)管??(guan)產(chǎn)??(chan)品??(pin)??。這??(zhe)樣??(yang)一??(yi)個(gè)??(ge)結(jié)??(jie)構(gòu)??(gou)的??(de)變??(bian)化??(hua)會(huì)??(hui)引??(yin)來(lái)??(lai)中?(zhong)國(guó)??(guo)財(cái)??(cai)富??(fu)管??(guan)理??(li)行??(xing)業(yè)??(ye)整??(zheng)個(gè)??(ge)大??(da)的??(de)變??(bian)化??(hua)??，我?(wo)們??(men)稱(chēng)??(cheng)作??(zuo)家??(jia)庭??(ting)資??(zi)產(chǎn)?(chan)的??(de)信??(xin)托??(tuo)化??(hua)???！?/p>
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