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单词 Wealth management
释义

Wealth management

原声例句
经济学人(汇总)

A third area of focus needs to be on asset and wealth management.

资产管理和财富管理是第三个重点领域。

VOA 常速 2016年9月合集

Through her wealth management blog, she has discovered that a lot of millennials are just like her.

她通过自己的理财博客发现,很多千禧年毕业的学生都有类似的情况。

TED演讲(视频版)双语精选

BCG recently worked with a wealth management firm to figure out what predicts success for incoming financial advisers.

波士顿咨询公司最近与一家财富管理公司合作,研究如何预测未来财务顾问的成功。

经济学人(汇总)

Credit Suisse's loss came as revenue fell in investment banking and wealth management, year on year.

瑞士信贷出现亏损之际,其投行业务和财富管理业务收入同比下降。

经济学人(汇总)

Wealth management could be different. For one, the foreigners do not face a mature market with insurmountable competition.

财富管理可能会有所不同。首先,外资企业面对的并不是一个难以赢得竞争的成熟市场。

福布斯对话

Her career in wealth management at Goldman spent 23 years there.

她在高盛的财富管理职业生涯在那里度过了23年。

福布斯对话

Private wealth management, a regional head and head of sports entertainment solutions, right?

私人财富管理,区域负责人和体育娱乐解决方案负责人,对吧?

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The rating agency sees significant client losses after the acquisition, due to the two companies' client overlap in wealth management and Swiss banking.

该评级机构认为,收购完成后,由于两家公司在财富管理和瑞士银行业的客户重叠,客户将大量流失。

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A source at a Dubai bank said that funds from Russians are not being accepted for wealth management, though they could set up deposit accounts.

据迪拜一家银行的一位消息人士说,银行拒绝把来自俄罗斯的资金用于财富管理,尽管他们可以设立存款账户。

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That behavior caused her to begin a new career as a financial expert. She writes a blog about wealth management.

这种行为使她开始了金融专家的新职业。她写了一篇关于财富管理的博客。

经济学人 Finance and economics

Morgan Stanley, which has ridden its wealth management success to a multiple of more than two, is a worthy target.

摩根士丹利的财富管理成功率已达到两倍以上,是一个值得关注的目标。

《金融时报》 Podcast

Georgia Lee Hussey. I'm the founder and CEO of Modernist Financial, a wealth management firm and at lovely Portland, Oregon.

乔治亚·李·赫西。我是 Modernist Financial 的创始人兼首席执行官,这是一家财富管理公司,位于可爱的俄勒冈州波特兰市。

经济学人(汇总)

The banks and their tens of thousands of branches were key intermediaries during the first era of wealth management and, say experts, may also define the next.

在财富管理的第一个时代,这些银行及其数以万计的支行是关键的中间环节,而且据专家们说,它们可能也会定义下一个时代。

经济学人 Finance and economics

But growth in the money it manages means it will close the gap in wealth management and overtake its rival in asset management.

但其管理资金的增长意味着它将缩小财富管理领域的差距,并在资产管理领域超越竞争对手。

《金融时报》 Podcast

Well, Moira and Sally will be sharing their insider tips on the world of financial advice planning and wealth management in just a moment.

好吧,Moira 和 Sally 稍后将分享他们在财务建议规划和财富管理领域的内幕秘诀。

《金融时报》 Podcast

And in that time he led a very successful drive to cut back the investment bank and to really refocus the business on wealth management.

在那段时间里, 他领导了一场非常成功的运动, 削减了投资银行业务, 并真正将业务重点重新放在财富管理上。

《金融时报》 Podcast

Shareholders are concerned about the Swiss lender's decision to pull back from global investment banking and double down on wealth management, especially in the Middle East.

股东们担心这家瑞士银行决定退出全球投资银行业务并加倍加大财富管理力度,尤其是在中东地区。

福布斯对话

So I pivoted and went into the field of Wall Street and quickly found my way to private wealth management, which is where I've spent my career.

因此,我转向华尔街领域, 并迅速找到了私人财富管理的道路,这是我度过职业生涯的地方。

《金融时报》 Podcast

They thought what they would do is they would start to strip back the investment bank a little bit and refocus some efforts on to wealth management.

他们认为他们会做的是他们会开始剥离投资银行业务, 并将一些精力重新集中在财富管理上。

精选英语短文

" All the other wealth management products I have chosen are reporting losses, while the gold ETF has been quite bullish. My only regret is that I have not invested enough in it, " she said.

“我选择的所有其他理财产品都亏损了,而黄金交易所买卖基金一直都比较坚挺。我只后悔自己没有多投一些。”

中文百科

财富管理

财富管理是金融服务界中财务策划的一项分支服务。它的诞生是为高资产净值的家庭或个体,提供多项针对丰厚资产的服务,主要包括私人银行、资产管理、遗产规划、投资管理及相关法律资源等。财富管理的目标,是为上述对象的财产作长远具持续性及成长性的计划,它不同与一般财务计划之处在于计划开始前,该家庭或个体是否拥有足够财产,以展开财富管理的计划。一般财务策划为大众计划累积财产的过程,或设计开始累积财产的计划,而财富管理则为已有相当财产的家庭或个体,作出多方面的策划。

英语百科

Wealth management 财富管理

Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the USA), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

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更新时间:2025/6/23 1:40:44