'전체 글'에 해당되는 글 257건

  1. 국제금융자문가란? 2013.03.29

국제금융자문가란?국제금융자문가란?

Posted at 2013. 3. 29. 11:20 | Posted in 행복한 부자들/about 머니코치

International Financial Adviser(or Independent Financial Adviser)



Investment Advisory Mandates

We manage your assets according to your individual portfolio and personal circumstance.


Proactive Investment advice

Access to market specialist(direct or indirect)

Tailor-made investment strategies

Active risk & portfolio monitoring

Privileged access to market information



Investment Services

We support you with ongoing investment advice and monitoring


Real Estate(Asia, USA, Canada)

Open product architecture

Investment ideas and recommendations

Access to JB research and investment strategy

Trading platform for all asset classes



Wealth & Tax Planning

Value-added services


Global network of expert know-how in:

Wealth structuring

Tax advisory include relocation

Succession and financial planning

Fiduciary service and structures



Credit

Value-added services


Insurance Financing 

Special credit structuring via global private banks



Global Custody

Value-added services


Centralised safekeeping and administration of securities

Worldwide settlement of transactions 

Uniform reporting of individual or consolidated portfolios







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