全球主要财富地区私人财富增长趋势与要素解读
Interpretation of the trends and elements of private wealth growth in major fortune areas
打造投融资一体化的独立业务模式，全方位发力主动管理
Building an independent business model of investment and financing integration and change management mode from passive management to active management
中小银行开展私人银行业务如何打造差异化竞争优势
How small and medium-sized banks carry out private banking business to create differentiated competitive advantage
基于大数据的互联网理财客群画像与长尾用户服务
Image of internet banking guest group and long tail user service based on big data
大资管时代下财富管理业务变革与高净值客户开发经营策略
The reform of wealth management business and the development strategy of high net-worth customers in the era of large-fund regulation
加强组织内部业务协同，把握客户生命周期全节点
Strengthen internal business collaboration and grasp the whole life cycle of customers
CRS背景下的全球资产配置和税务规划
Global asset allocation and tax planning in the context of CRS
家族资产配置横纵分析及身份规划实现路径
Cross-longitudinal analysis of family asset allocation and realization path of identity planning
全球及中国另类投资发展趋势
Global and China alternative investment trends
如何创造国际保险与高端医疗服务对接的“中国特色新模式”
How to create the "new mode of Chinese characteristics" of international insurance and high-end medical service docking
打破刚需兑付，资管部门如何保护投资者利益
How the management department protects investors ' interests when the just-needed payment was broken
关于数字资产的逻辑及其商业应用
Logic about digital assets and their commercial applications
科技驱动，重塑财富管理价值链
Technology driven to reshape wealth management value chain
搭建财富领域开放平台，实现合作伙伴共赢共生
Build an open platform in the field of wealth to achieve a common win and symbiosis of partners
打造人机结合智能投顾，提供全天候客户服务
Create a human-machine intelligent investment to provide 24/7 customer service
注重核心能力建设，推进私行业务海外布局
Focus on core capacity building and promote the overseas layout of private business |
