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大新銀行:VIP銀行業務帶動零售投資資產總值按年升逾四成
阿思達克 11-27 15:30
大新銀行(02356.HK)指,截至今年10月底VIP客戶的投資資產總值按年升幅達到44%,而參與投資活動(除股票外)的VIP客戶人數亦按年上升近4成。 大新銀行執行董事兼集團財富管理處主管陳維堅表示,近年在全球市場的波動下,不少客戶的投資取態趨向更審慎及穩健,但他們對財富管理需求有增無減,這在高資產值的客戶群尤為顯著。該行亦投放大量資源,不斷優化數碼銀行平台及分行設施,冀能全方位協助客戶管理財富。 大新VIP銀行服務專業團隊會根據客戶的理財需要和目標,制定或調整適合客戶的專屬理財方案。客戶經理亦會不時審視客戶理財組合的表現,因應投資環境的變化及客戶理財目標而作出調整組合的建議。
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