以人为本同根同梦 | YRWBTGTM

Banking & Commercial Connections

  1. Investment Banking
  2. Asset Management
  3. Private Banking
  4. Trading & Execution
  5. Research & Analysis
  6. Corporate Advisory Services
  7. Financial Planning
  8. Compliance & Risk Management

1.

Investment Banking

Referral Services: Refer clients to professional investment banks to assist with mergers, capital market financing, and corporate restructuring.

2.

Asset Management

High-Net-Worth Client Referrals: Refer high-net-worth individuals and institutions to professional asset management firms for tailored investment solutions.

3.

Private Banking

Exclusive Wealth Management Referrals: Assist clients in connecting with private banks that offer customized financial planning and investment advice.

4.

Trading & Execution

Trading Services Referrals: Refer clients to professional trading platforms to assist them in executing trades in stocks, bonds, and derivatives.

5.

Research & Analysis

Market Research Referrals: Refer clients to professional research institutions that provide economic and industry analysis.

6.

Corporate Advisory Services

Advisory Referrals: Assist clients in connecting with professional consulting firms that provide advice on corporate strategy and risk management.

7.

Financial Planning

Financial Planning Referrals: Refer clients to professional financial planners to help them develop long-term financial goals.

8.

Compliance & Risk Management

Compliance Referrals: Refer clients to professional compliance consultants to ensure adherence to laws and regulations.

Disclaimer:

Our company only provides referral services and does not hold a financial license; therefore, we cannot operate financial businesses directly. All client financial needs will be referred to licensed institutions to ensure professionalism and compliance.