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如意赢行

专注为高净值个人客户和机构客户提供财富管理和投融资服务。

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Description

深圳市如意赢行投资管理有限公司(以下简称“如意赢行”)是一家由同创伟业及高管团队发
起成立的混合所有制的财富管理机构,专注为高净值个人客户和机构客户提供财富管理和投融
资服务,公司于2019年9月注册成立,目前设广州、深圳两家专业分公司,业务主要布局粤港
澳大湾区、长三角、京津冀等核心城市群。
公司理念:以客户为中心,以客户的盈利为目的建立产品和资产配置的考核体系
公司管理:重构经营制度、保证服务品质

聚焦优质资产,自有资金股东资金跟投。固收类以开发商50强,
一二线城市住宅商品房;证券和PE私募类以规模适中、老牌基
金经理、多机构资金认购等作为引进标准。
合伙人机制强化责任心,经营制度以客户利益为先,将客户、投
顾、公司、理财经理利益高度绑定。
利用私募制度优势,引入各类优质金融产品。产品类型包括集合
信托,公募基金,私募证券,私募PE,私募地产股权基金,交
易所定融,保险及养老社区入住,境内境外家族信托,海外私募。
建立客户存续资产诊断体系,如资产配置的合理程度、估值水平、
流动性管理测算,投顾团队定期给予专业建议。
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如意赢行 FAQ

  • Is 如意赢行 free?

    Yes, 如意赢行 is completely free and it doesn't have any in-app purchases or subscriptions.

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  • How much does 如意赢行 cost?

    如意赢行 is free.

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App Info

Category
Utilities
Languages
Chinese
Recent release
1.0.23 (3 years ago )
Released on
Jan 15, 2021 (3 years ago )
Last Updated
5 months ago
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