What are the main characteristics of wealth management?

Wealth management can be as big as financial markets, as small as banks and as small as customers. It can be said that where there is wealth, there is wealth discussion. The three salient features of wealth management are as follows:

First, from the demand-driven point of view, wealth management should pay more attention to customers' demand preferences and risk preferences to meet the value-added and wealth transfer of wealth customers, which is a remarkable feature.

Second, from the product point of view, wealth management emphasizes the service integration of the whole product and the planning and management of diversified wealth in different periods and stages. This kind of professional service can be the lifetime or even intergenerational of wealth customers.

Third, from the perspective of the depth and breadth of customer relationship, wealth management emphasizes comprehensiveness and comprehensiveness in the breadth of services and intimacy and personalization in the depth. According to these characteristics, it can be said that wealth management is a property that integrates banking, insurance and investment for high-end individual customers, and it is a wealth management product and service that integrates banking, insurance and investment for high-end individual customers to realize asset appreciation and preservation.

Investment and financial management recommend the golden axe. Golden Axe is an asset allocation service platform driven by research and technology. Committed to providing customers with one-stop family financial analysis, investment strategy and cross-cycle, all-category and diversified fund allocation scheme from the perspective of family goals and planning. The service covers convenient product search, fund redemption, net worth inquiry, wealth accounting, configuration planning and investment consultation on mobile terminal, PC terminal and WeChat terminal, and ultimately helps families realize wealth preservation.

Up to now, the number of middle-class and high-net-worth registered users on Golden Axe Platform has exceeded 800,000, and the cumulative allocation of funds such as Public Offering of Fund, Sunshine Private Equity and Private Equity has exceeded 35 billion. More than 654.38 million families have obtained professional, independent, real-time and efficient one-stop asset allocation advice and fund trading services.