1, noah wealth: noah wealth is an independent wealth management institution, which was officially listed on the new york Stock Exchange in 2005. In 2007, it also won the brand of one of our independent wealth management institutions in China. By the time 20 17 was established, the company had launched comprehensive financial services, including Noah's Public Welfare Fund, a private bank.
2. Hengtian Wealth: Up to now, Hengtian Wealth has 130 branches and nearly 3,400 professional wealth managers, whose business scope includes wealth management and asset management. As of 2065,438+06, the company has allocated assets for more than 60,000 high-net-worth families, with an asset allocation scale of 2065,438+08 billion yuan.
3. Power grid financing: Since its establishment, the company has been committed to serving domestic high-net-worth individuals and institutional investors, focusing on financial financing products with an investment starting point of/kloc-0.00 million yuan or more. The product line includes asset management products, Sunshine Private Equity Fund and overseas funds.
4. Standard Lihua: Standard Lihua Financial Group is one of the preferred Internet financial recommendation information service providers in China. The company has a number of financial cooperation institutions, such as bank funds, insurance financial derivatives dealers and so on.
5. sea silver wealth: sea silver wealth has been established for nearly ten years, and most of the products it sells are products developed and produced by investment management companies under Hai Yin Jinkong, which also controls product risks from the source.
6. Andrew Wealth: Andrew Wealth is a platform dedicated to providing comprehensive investment and financial information, financial policy interpretation and investment hotspot analysis for middle and high net worth people. Help investors to operate asset allocation more efficiently and ensure the maximization of investment income and steady growth of wealth.
Wealth management companies design comprehensive financial management plans with customers as the center, manage customers' assets, liabilities and liquidity by providing customers with a series of financial services such as cash, credit, insurance and portfolio, meet customers' financial management needs at different stages, and help customers achieve the purpose of reducing risks, preserving wealth, increasing value and inheriting. Wealth management includes cash saving and management, debt management, personal risk management, insurance plan, portfolio management, retirement plan and inheritance arrangement. The essence of wealth management is consulting service. Simply put, it is to be a buyer and housekeeper of financial products for customers.