Wealth management companies design comprehensive financial management plans with customers as the center, manage customers' assets, liabilities and liquidity by providing customers with a series of financial services such as cash, credit, insurance and portfolio, meet customers' financial management needs at different stages, and help customers achieve the purpose of reducing risks, preserving wealth, increasing value and inheriting.
The scope of wealth management includes
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Cash savings and management, debt management, personal risk management, insurance plan, portfolio management, retirement plan and inheritance arrangement.