{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u9322\u741b","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/chinshun","title":"Private Banking\u5c0d\u6e2f\u5e9c\u65bd\u653f\u4e4b\u555f\u793a - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/482843\">Private Banking\u5c0d\u6e2f\u5e9c\u65bd\u653f\u4e4b\u555f\u793a<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var 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class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2020\/04\/central_night.jpg","thumbnail_width":1024,"thumbnail_height":768,"description":"\u6e2f\u5e9c\u6536\u7a05\uff0c\u7406\u61c9\u5c65\u884c\u5176\u8cac\u4efb\uff0c\u70ba\u5e02\u6c11\u63d0\u4f9bservices\uff0c\u5305\u62ec\u8ca1\u5bcc\u518d\u5206\u914d\uff08wealth reallocation\uff09\u3001\u8a2d\u7acb\u57fa\u5efa\u7b49\u7b49\u3002\u4ee4\u4eba\u907a\u61be\u7684\u662f\uff0c\u6e2f\u5e9c\u5c31\u5371\u6a5f\u8655\u7406\uff08crisis management\uff09\u4e4b\u57fa\u5efa\u56b4\u91cd\u4e0d\u8db3\uff0c\u516c\u5171\u8cc7\u6e90\u5b8c\u5168\u932f\u914d\u3002 \u5eab\u623f\u7a05\u6536\u76c8\u9918\uff0c\u4e43\u5ee3\u5927\u5e02\u6c11\u7684\u8cc7\u7522\uff0c\u6578\u91cf\u4e4b\u5927\uff0c\u597d\u6bd4\u6975\u591a\u9ad8\u6de8\u503c\u8cc7\u7522\u4eba\u58eb\uff08High Net Worth Individual\/HNWI\uff09\u6240\u96c6\u4e4b\u8cc7\u7522\u3002\u6e2f\u5e9c\u5176\u4e2d\u4e00\u500b\u8981\u70ba\u5e02\u6c11\u63d0\u4f9b\u7684\u670d\u52d9\uff0c\u5c31\u662f\u8981\u5c07\u8cc7\u7522\u7528\u4f5c\u6295\u8cc7\uff0cmaximise social return\u3002\u800c\u7ba1\u7406\u9f90\u5927\u6295\u8cc7\u7d44\u5408\u6b63\u6b63\u662f\u79c1\u4eba\u9280\u884c\u5bb6\uff08private banker\uff09\u7684\u8981\u8077\uff0c\u6240\u4ee5\u6e2f\u5e9c\u7684\u6295\u8cc7\u7d44\u5408\u7ba1\u7406\uff0c\u5176\u5be6\u53ef\u4ee5\u53c3\u8003\u73fe\u884c\u79c1\u4eba\u9280\u884c\u696d\u7684\u6846\u67b6\u3002 \u79c1\u4eba\u9280\u884c\u696d\u6709\u4e00\u5957\u77e5\u540d\u7684\u79c1\u4eba\u8ca1\u5bcc\u6295\u8cc7\u7ba1\u7406\u6846\u67b6\uff0c\u5728\u660e\u767d\u5ba2\u6236\u7684\u5404\u7a2e\u9700\u8981\uff08\u4f8b\u5982\u98a8\u96aa\u5fcd\u8010\u529b\u3001\u98a8\u96aa\u627f\u53d7\u80fd\u529b\u7b49\uff09\u5f8c\uff0c\u4fbf\u6703\u70ba\u5ba2\u6236\u5ea6\u8eab\u8a02\u9020\u4e00\u5957\u8ca1\u5bcc\u7ba1\u7406\u8a08\u5283\u3002\u904e\u7a0b\u4e2d\uff0c\u79c1\u4eba\u9280\u884c\u5bb6\u6703\u5b9a\u660e\u6295\u8cc7\u653f\u7b56\u8aaa\u660e\u66f8\uff08Investment Policy Statement\/IPS\uff09\uff0c\u7576\u4e2d\u6700\u91cd\u8981\u7684\u90e8\u4efd\u5c31\u662f\u8cc7\u7522\u914d\u7f6e\uff08asset allocation\uff09\uff0c\u628a\u8981\u7ba1\u7406\u7684\u8ca1\u5bcc\u5206\u4f48\u5728\u4e0d\u540c\u7684\u8cc7\u7522\u4e0a\uff0c\u4f8b\u5982\u4e0d\u540c\u7684\u7d50\u69cb\u6027\u7522\u54c1\uff08structured product\uff09\u3001\u80a1\u3001\u50b5\u3001\u8ca8\u5e63\u5e02\u5834\u5de5\u5177\uff08money market 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