三九養(yǎng)生堂記者 鄧肯·蓋伊 報(bào)道
精彩| 陳??(chen)兵?(bing)也??(ye)指?(zhi)出??(chu)??，家??(jia)庭??(ting)服??(fu)務(wù)??(wu)信??(xin)托??(tuo)利??(li)用??(yong)信??(xin)托??(tuo)制??(zhi)度??(du)法??(fa)定??(ding)、信??(xin)托??(tuo)財(cái)??(cai)產(chǎn)??(chan)獨(dú)??(du)立??(li)、信??(xin)托??(tuo)投??(tou)向??(xiang)靈秘(ling)活?(huo)、功??(gong)能?(neng)多??(duo)樣??(yang)等??(deng)優(yōu)??(you)勢?(shi)??，以?(yi)“財(cái)?(cai)富??(fu)管??(guan)理??(li)信??(xin)托??(tuo)賬??(zhang)戶??(hu)”的??(de)架??(jia)構(gòu)??(gou)??，服??(fu)務(wù)??(wu)于??(yu)廣??(guang)大??(da)客??(ke)戶??(hu)全??(quan)生??(sheng)命??(ming)周??(zhou)期??(qi)的??(de)各??(ge)項(xiàng)??(xiang)需??(xu)求??(qiu)??。??客??(ke)戶??(hu)在??(zai)成??(cheng)立??(li)家??(jia)庭??(ting)服??(fu)務(wù)??(wu)信??(xin)托??(tuo)后??(hou)??，可??(ke)以??(yi)獲??(huo)得??(de)“投??(tou)資??(zi)”和??(he)“服??(fu)務(wù)??(wu)”的??(de)雙??(shuang)重??(zhong)體??(ti)驗(yàn)??(yan)???！ ∩??(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)??。
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