What are the main components of wealth management

The main contents of wealth management are cash savings and management, debt management, personal risk management, insurance plans, investment portfolio management, retirement plans and estate arrangements.

From the object of service, wealth management business is not only limited to the wealth management of individuals, but also includes asset management of enterprises and institutions, the object of service is wider; and the general sense of wealth management business is in the wealth management business in the development of the earlier stage, as a class of financial products launched by China's commercial banks, mainly refers to the packaging of the bank's personal financial management business products, the object of service is mostly for private individuals.

Wealth management needs can be contacted You pulse. After years of practice and exploration, U-Pulse has summarized a set of successful models to support the development of family offices in China, and formed a high-end circle network: U-Pulse - Family Office Alliance. Up to now, we have served more than 50 family offices and provided investment advice and solutions of more than 10 billion RMB, and we have become the industry leader in the field of family office services in China!