Research and teaching : actuarial science, risk management, personal financial planning, asset / liability management, pension etc. 主要教学和研究领域:精算学、风险管理、个人财务策划、资产负债管理、养老金。
As well as personal financial planning, tax havens provide services to companies, hedge funds, investment trusts and unit trusts. 除个人金融规划以外,避税天堂还为企业、对冲基金、投资信托基金和单位信托基金提供服务。
Have you had time for personal financial planning? 你对慈善事业怎么看?
We provide professional personal financial planning and investment consultation in the Greater China region on both onshore and offshore basis. 以专业之个人理财规划(PFP)及投资顾问两类型服务方式,提供中、港及台的境内与境外金融谘询顾问。
The paper focuses on the development of China personal financial planning, and analyses its future foreground. 本文对中国个人理财业的发展历程进行回顾和总结,并对其未来发展潜力作了前瞻性分析。