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随着高净值人群不断增长,市场竞争也在与日俱增,如何管理资产使其保值、增值是当下人们关注的重点,而财富管理的出现则是一剂良药。百度百科也给出了财富管理的定义:财富管理是指以客户为中心,设计出一套全面的财务规划,通过向客户提供现金、信用、保险、投资组合等一系列的金融服务,将客户的资产、负债、流动性进行管理,以满足客户不同阶段的财务需求,帮助客户达到降低风险、实现财富增值的目的。财富管理范围包括现金储蓄及管理、债务管理、个人风险管理、保险计划、
With the continuous growth of high-net-worth individuals, the market competition is also growing day by day. How to manage assets so as to preserve and increase their value is the focus of the present people, and the emergence of wealth management is a good medicine. Baidu Encyclopedia also gives the definition of wealth management: wealth management refers to the customer as the center, to design a comprehensive set of financial planning, by providing customers with a series of financial services such as cash, credit, insurance, investment portfolio, the customer Assets, liabilities and liquidity management to meet the different stages of the client’s financial needs and help customers achieve the purpose of reducing risk and increasing wealth. Wealth management range includes cash savings and management, debt management, personal risk management, insurance plans,