• 以WIT平台偕同專業投資機構,協助客戶進行全球五大資產配置暨投資組合管理

  • 評估客戶風險屬性和財務目標

  • 針對風險屬性和財務目標,提出最適當的資產配置和投資組合

  • 投資組合整體績效追蹤、警示和調整

Wealth Creation

  • Help client in global assets allocation and investment portfolio set-up, supported by professional investment houses and our smart WIT platform.

  • Find Out Client’s Financial Objective and Risk Preference

  • Propose the Most Optimal Assets Allocation and Investment Portfolio

  • Track Overall Investment Performance by Monitoring Major Market Indicators Alert and Fine Turning Investment Portfolio

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