xx信托瑞士项目讲义:私人银行与财富管理.pptx
- 163个人认证 |
- 2021-04-03 发布|
- 1.71 MB|
- 47页
Private Banking and Wealth Management;WHAT IS WEALTH MANAGEMENT?
什么是财富管理?;WHY SHOULD BANKS CARE ABOUT
WEALTH MANAGEMENT?
银行为什么要关注财富管理?;Global Growth in Total Financial Assets
全球金融资产总额的增长;Success Depends on the ability to reach NextGen
财富的延续取决于能否顺利地传递给下一代;Global pyramid of wealth全球财富金字塔 - 2014;Countries with UHNWI population growth of 5% or more in 2014 2014年超高净值人群增长超5%的国家;WEALTH MANAGEMENT
财富管理;Wealth Management财富管理:
financial services provided to wealthy clients, mainly individuals and their families , typically with $100,000+ investable assets
为投资资产数额在10万美元以上的富裕客户(主要是个人及其家庭)提供的金融服务
Private banking私人银行:
an important, more exclusive, subset of wealth management, typically with $1 million + of investable assets.
财富管理的一个重要部分,专门指为投资资产数额在100万美元以上的客户提供的金融服务
Private banking traditionally consist