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Wealth Management

Overview

China’s growing wealth management market is attracting more and more financial institutions to design and provide competitive services and products.
The tailor-made assets allocation strategy, attractive investment products and prestigious services are key elements in wealth management in China.
All of these require support from market study, product design, risk management etc.

Solution

• Wealth management strategy

Including market study, product and service design, wealth management team design and optimization design

• Investment strategy

Providing investment product design, assets pricing model and portfolio risk-benefit analysis

• Risk management

Establish and optimize risk management system to better meet clients' risk preference

Expertise

• CAFR wealth management team has experts from both academia and corporate.

• The expert team has strong command of world leading wealth management theory and cutting-edge real world practice