Wealth management refers to designing a comprehensive financial plan with customers as the center, managing customers' assets, liabilities and liquidity by providing customers with a series of financial services such as cash, credit, insurance and portfolio, meeting customers' financial needs at different stages, and helping customers achieve the purpose of reducing risks, preserving wealth, increasing value and inheriting.
The characteristic of wealth management is that with the continuous growth of high-net-worth people, market competition is also increasing. How to manage assets to maintain and increase their value is the focus of attention at present, and the emergence of financial management is a good medicine. Privacy provides people with one-to-one one-stop financial services, covering a package of comprehensive financial and value-added service solutions for individuals, families and enterprises; High-end can help people find high-risk and high-yield investment products that suit them, and ensure that assets can bring predictable growth.
Elegant financial management can let us know the risks faced by investment and avoid them in time. Easy through financial management, our assets can operate more easily, and choosing a good financial management team can solve all the troubles. In addition to securities companies, there are also third-party wealth management companies that can engage in wealth management business. In a sense, the expansion and positioning of third-party wealth management companies in the asset management market is somewhat similar to today's private equity funds.