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依托控股六大产业集团(世界500强)的强大实力,2017年11月在上海北外滩扬帆起航。公司汇集了外资银行、券商、基金、信托及大型财富管理公司的金融行业精英,并且打造了一支专业水准高、从业经验丰富的理财师团队。
2018年,还将在长三角、珠三角、环渤海、福建及中西部地区
布局23家分公司,着眼于百亿财富管理服务规模。
致力于打造综合财富管理平台,旨在为高净值人士和机构客户提供全方位的理财规划与财富管理顾问服务,帮助客户实现稳健、安全的财富增长。

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