Views: 0 Author: Site Editor Publish Time: 10-12-2023 Origin: Site
In 2011, China Everbright Bank launched its private banking business, adhering to the service concept of "professional, private, honorable and safe" and aiming to be a "partner of enterprises and families", it provides comprehensive, personalized and private wealth management services for high-end customers with assets of more than 6 million yuan. By the end of June 2016, Everbright Bank has set up private banking institutions in 27 core cities, basically covering the major economic regions of the country. In 2016, China Everbright Bank Private Banking launched a new "family office" service, which aims to provide a comprehensive platform for ultra-high net worth clients with a "package" of services. In terms of products, including cash management tools for high net worth customers and their enterprises, domestic and foreign investment and financing solutions, family trusts, high-end insurance, etc.; In terms of services, for the financial, tax and legal problems faced by the families of high net worth customers and their enterprises, we choose authoritative cooperation agencies to provide customers with on-site exchanges and guidance, customized tax consultation, and personalized resources such as providing solutions and legal advice.