Wealth Management
A comprehensive set of financial planning is designed with the customer in mind. By providing customers with a range of financial services such as cash, credit, insurance and investment portfolios, the assets, liabilities and liquidity of customers are managed to meet their financial needs at different stages of their lives, helping them to achieve the goal of risk reduction and wealth enhancement.
Financial Advisory
Financial advisory refers to intermediary activities characterised by the provision of financial investment planning, training, consultancy and research services, which are incidental to the financial investment industry. The financial advisory industry covers a wide range of contents and provides a variety of services, making it an emerging financial discipline with extremely promising development prospects. Internationally, financial consulting is the core business of many large banks, securities companies, fund companies, accounting companies, law firms and investment banks, especially in financial institutions engaged in securities investment services, the scale and level of consulting and training business has become an important indicator reflecting their competitive ability.
Investment management is a financial service focused on securities and assets, aimed at achieving investment goals while considering the interests of investors. In a broader sense, it also includes management of physical business investments, franchise chains, and innovative projects. Investors can be institutional entities such as insurance companies, retirement funds, and corporations, or individual investors. Investment management includes several elements, such as financial analysis, asset screening, stock screening, plan implementation, and long-term investment monitoring. Investment management has a significant responsibility in the global industry.
Investment Management
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Asset Management
Asset management can be defined as the actual process by which the assets collected by institutional investors are invested in the capital markets. Asset management is the act of a principal giving his or her assets to a trustee who provides financial management services to the principal. It is a financial institution acting as an agent to invest client assets in the financial markets and obtain investment returns for the client. Another form of asset management is to act as a manager of assets to the trustee's estate, investing mainly in industry, including but not limited to productive enterprises. This management is less risky, has lower returns than the capital markets and has lower investment thresholds.
