Wealth Management

Wealth is generally divided into three types: personal wealth, social wealth, and national wealth. Wealth management refers to designing a comprehensive financial plan centered on customers, managing their assets, liabilities, and liquidity through a series of financial services such as cash, credit, insurance, and investment portfolios, in order to meet their financial needs at different stages and help them achieve risk reduction, wealth preservation, appreciation, and inheritance. The scope of wealth management includes cash savings and management, debt management, personal risk management, insurance plans, investment portfolio management, retirement plans, and estate arrangements.