个人与家族财富规划

全方位个人与家族财富管理

为新旧财富的建设者和守护者提供200多年经验中磨练出来的投资心得和指导。管理财富是瑞士百达的核心业务——专注守护客户利益,与客户建立信任关系,并帮助客户维护、增长和管控他们的财富。

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洞察见解

全方位个人与家族财富管理

200多年来,我们一直致力于解决个人和家族的财务和规划需求。私人银行的设计和管理旨在维持和保护您的个人和家族财富,其中包括规划您财富的治理模式和负责人员,以及管理您财富的投资方式和投资的基金,无论是可持续发展、另类投资、新兴市场、多元资产、主题投资、固定收益或股票。您的私人财富增长策略必须体现您的抱负和愿望,必须适合您和您的家族,以及您希望他们在治理和继承方面发挥的作用。您还需要一个专门为您服务的易于使用且足够灵活的财富治理平台。

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