Wealth management is different from asset management or investment management in the current financial investment field.
First, from the category, there is a subordinate relationship between the three. Wealth management includes the category of asset management, and asset management includes the category of investment management; On the other hand, the active and passive roles of wealth management institutions are different from those of customers: in wealth management business, management institutions are active, providing financial solutions according to customers' conditions, while in asset management and investment management, management institutions are passive, both of which passively accept investment entrustment from customers after formulating financial solutions.
Second, in the core strategy, wealth management depends on services, and asset management and investment management depend on products.
Third, in terms of service purposes, wealth management takes customers as the center, and asset management and investment management take products as the center.