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家族办公室及资管合伙人培养体系

家族办公室及资管合伙人培养体系 •卓信资本的合伙人在亚太地区,尤其是澳洲和新加坡具有的丰富的投资管理经验,加上对各类型家族需求的深刻理解,我们旨在提供真正解决问题家族多方位需求的资产管理服务,实现稳健的海外资产配置(有别于一般私人银行或财富管理机构所惯用的设立“家庭信托”的°One Size Fits All~的、以销售产品为导向的服务模式)。我们坚持以客制化的策路为导向,用最合适的解决方案达成家族设立的策路目标。在不断适应家族需求和市场变化的动态调整中,在可持续性、保空性、财富保护、继任计划和持续 繁荣方面解决多层次问题。 通过我们合伙人和长期合作的可信赖的合作伙伴联合提供服务,从提供资产管理的基础设施,到°融资、投资、管理、退出”等关键环节的有效把控,实现稳健的资产海外 配置和传承。 

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专属 专业的家庭服务

  • 治理与业务继承

  • 下一代教育和成长支持

  • 海外资产配置

  • 安全(物理和网络)

  • 家族办公室咨询服务

  • ​慈善事业

​资管合伙人培养体系

目标是培养有独立思考,理性分析能力,而同时也具备感性思维能力,领导能力,整合资源,愿意贴近市场,懂营销,具备执行力和使命感的合伙人。

​在培训和实际操作中,通过以下方面给与潜在的资管合伙人获得实际操作的机会:

  • 资管行业的基础认知培训;

  • 合规与风控;

  • 投资可行性分析,市场分析&项目尽调;

  • 财务分析及风险分析;

  • 组建投资组合和架构;

  • 税务及法务基础认知;

  • 环球投资市场操作及金融工具运用;

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**IMPORTANT INFORMATION**

This document has been prepared by Traction Capital Pty Ltd (ABN: 98 637 920 140, AFSL: 530442). It has been prepared without taking account of your personal circumstances (including your objectives, financial situation or needs) and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it.  We strongly recommend under all circumstances that you seek your own independent advice, be it financial or otherwise.
While this document is based on the information from sources which are considered reliable, Traction Capital Pty Ltd does not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate.
Traction Capital Pty Ltd makes no representation or warranty of any kind, express, implied or statutory regarding this document or any information contained or referred to in the document. The information in any report prepared by Traction Capital Pty Ltd is provided for information purposes only. It does not constitute any offer, recommendation or solicitation to any person to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices or represent that any such future movements will not exceed those shown in any illustration.
Traction Capital Pty Ltd does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document.

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