The main difference between these institutions lies in the accumulation of professional resources and institutional attributes. At present, most domestic banks and securities companies are state-owned enterprises, and insurance companies are more private enterprises, which are quite different in operating procedures and systems. In addition, different institutions have their own areas of expertise, for example, securities companies are good at public offering funds and asset management plans in the secondary market, insurance companies are good at large life insurance and dividend insurance, and private banks are good at account management of high-net-worth customers.
For more information, please consult professional organizations. Since its establishment, Youmai has been committed to supporting the growth and development of China family office and independent wealth office, providing a series of professional services such as investment risk management consulting, global investment opportunity screening, personalized asset management solutions, family office creation and operation support.