What is included in the establishment of a wealth management center?

According to the statistical analysis of the "2013-2017 China Wealth Management Industry Market Prospect and Investment Strategic Planning Analysis Report", the wealth management content is mainly concentrated in the following aspects:

1. Account management services.

2. Transactional services. Including RMB wealth management business and foreign exchange wealth management business.

3. Wealth management advisory services.

4. Various preferential measures.

5. Enterprise asset management business.

What are the core functions of a wealth management system (ABCD).

a.Raise the demand bAsset Allocation COne-click order dPost-investment tracking

If there is no systematic planning for family wealth management, it is easy to cause the loss of wealth. Wealth management refers to the customer-centric, design a comprehensive set of financial planning, by providing customers with a series of financial services such as cash, credit, insurance, investment portfolio, etc., to manage customers' assets, debts, and liquidity, so as to meet the financial needs of customers at different stages.

Help customers achieve the purpose of reducing risks, achieving wealth preservation, appreciation and inheritance. If you need this kind of business, you can contact Shanghai Youmai. The core management team of Youmai has been deeply involved in China's wealth market for many years, with tacit cooperation and remarkable achievements.

Since its establishment, Umai has been committed to screening global investment opportunities and providing personalized asset management solutions for Chinese family offices.

Family office establishment and operation support. Wealth management encompasses a wide range of areas, including cash savings and management, debt management, personal risk management, insurance planning, portfolio management, retirement planning and estate planning.

Wealth is generally divided into three types: personal wealth, social wealth, and national wealth. Wealth management is about being customer-centric.

Design a comprehensive set of financial planning, through the provision of a series of financial services such as cash, credit, insurance, investment portfolio, etc., to manage customers' assets, liabilities and liquidity, to meet the financial needs of customers at different stages, to help customers achieve the purpose of reducing risks, achieving wealth preservation, appreciation and inheritance.

First, account management services. Using the bank's convenient short-term financing conditions and advanced clearing system, we provide customers with services such as deposit and withdrawal, investment, loan, settlement, and intelligent transfer. This is the most basic and simple part of a wealth management service.

For the bank's wealth management customers, these services are essentially free of service fees.

Secondly, transactional services. This is the main wealth management business used by the bank to attract customers, and it is also the strength of the bank's wealth management business. Including RMB wealth management business and foreign exchange wealth management business.

Wealth management supervision itself also requires a special set of system norms, such as regulatory agencies, methods and methods, laws and regulations, practitioners, domestic and foreign cooperation, etc. After years of practice and exploration, Youmai has summed up a set of successful models to support the development of family offices in China, and has formed a high-end circle network: Youmai Family Office Alliance.