The meaning of asset management business: Asset management business refers to the behavior that financial investment companies such as securities, futures and funds, as asset managers, operate their clients' assets according to the ways, conditions, requirements and restrictions stipulated in the asset management contract, and provide investment management services for securities and other financial products to their clients.
Wealth management refers to designing a comprehensive financial plan with customers as the center, and managing customers' assets, liabilities and liquidity by providing customers with a series of financial services such as cash, credit, insurance and portfolio, so as to meet customers' financial needs at different stages and help customers achieve the purpose of reducing risks and increasing wealth. The scope of wealth management includes: cash savings and management, debt management, personal risk management, insurance plan, portfolio management, retirement plan and inheritance arrangement.
You can contact Shanghai Youmai if you need financial management. Youmai was founded on 20 14, and it is a business brand affiliated to Shanghai He Yu Information Technology Co., Ltd. ... Shanghai He Yu Information Technology Co., Ltd. is a foreign-invested enterprise registered by the competent department of commerce of China. Youmai is a professional wealth management service organization, insisting on the buyer's position in China market. Its main shareholders are world-renowned asset management companies, famous investors and senior industry experts.