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??(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(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??(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)??！ 【??(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(jì)??(ji)劃??(hua)、銀?(yin)行??(xing)理??(li)財(cái)??(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?(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(xiǎn)??(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(cái)??(cai)產(chǎn)??(chan)獨(dú)?(du)立??(li)于?(yu)客??(ke)戶??(hu)的??(de)其??(qi)他??(ta)財(cái)??(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(hù)??(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)”??。??
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