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Providing comprehensive wealth management plans that is tailor to different clients’ needs is far beyond the capabilities of any single professional consultant. We assemble a team of specialists from different fields ranging from legal, insurance, investment, real estate, commercial and tax to provide integrated services for clients to make the right decisions.
外部资产管理
(EAM)
诺纬资产管理根据客人的合适性及风险取向,
为客人提供量身定制化的资产管理方案。
客户
EAM委托书
银行账户
私人银行
EAM协议
诺纬资产
诺纬凭借家族办公室(Family Office)平台优势,作为资产管理人,
和私人银行合作,为高净值人群及企业提专属及独立的投资意见。
制订投资策略,配合银行提供的金融工具和服务,
有效落实客户的投资部署。
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