{"id":11419,"date":"2023-03-01T20:39:00","date_gmt":"2023-03-01T12:39:00","guid":{"rendered":"https:\/\/www.franchise.com.hk\/wealth-dynamix-%e4%bb%bb%e5%91%bd%e6%96%b0%e4%bb%bb%e9%a6%96%e5%b8%ad%e7%ad%96%e7%95%a5%e7%b8%bd%e7%9b%a3\/11419"},"modified":"2023-03-01T20:39:00","modified_gmt":"2023-03-01T12:39:00","slug":"wealth-dynamix-%e4%bb%bb%e5%91%bd%e6%96%b0%e4%bb%bb%e9%a6%96%e5%b8%ad%e7%ad%96%e7%95%a5%e7%b8%bd%e7%9b%a3","status":"publish","type":"post","link":"https:\/\/www.franchise.com.hk\/en\/wealth-dynamix-%e4%bb%bb%e5%91%bd%e6%96%b0%e4%bb%bb%e9%a6%96%e5%b8%ad%e7%ad%96%e7%95%a5%e7%b8%bd%e7%9b%a3\/11419","title":{"rendered":"Wealth Dynamix \u4efb\u547d\u65b0\u4efb\u9996\u5e2d\u7b56\u7565\u7e3d\u76e3"},"content":{"rendered":"

Wealth Dynamix \u4efb\u547d\u65b0\u4efb\u9996\u5e2d\u7b56\u7565\u7e3d\u76e3\u4ee5\u652f\u6301\u516c\u53f8\u5728\u8ca1\u5bcc\u79d1\u6280\u9818\u57df\u6210\u70ba\u9818\u5148\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u63d0\u4f9b\u5546\u3002<\/p>\n

\u502b\u6566<\/span>2023\u5e743\u67082\u65e5<\/span> \/\u7f8e\u901a\u793e\/ — Wealth\u00a0Dynamix<\/a>\u00a0\u662f\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u5e73\u53f0\u7684\u9818\u5148\u4f9b\u61c9\u5546\u3002\u9019\u4e9b\u5e73\u53f0\u6db5\u84cb\u4e86\u5ba2\u6236\u751f\u547d\u9031\u671f\u7684\u6240\u6709\u968e\u6bb5\uff0c\u5f9e\u63a5\u89f8\u6f5b\u5728\u5ba2\u6236\uff0c\u5230\u5f15\u5c0e\u968e\u6bb5\uff0c\u4e26\u900f\u904e\u5305\u62ec\u6240\u6709\u5ba2\u6236\u8cc7\u6599\u3001\u6d3b\u52d5\u548c\u884c\u52d5\u7684 360 \u5ea6\u6574\u5408\u8996\u5716\u4f86\u9032\u884c\u7ba1\u7406\u3002\u5e73\u53f0\u8a2d\u8a08\u65e8\u5728\u63d0\u9ad8\u71df\u904b\u6548\u7387\u548c\u589e\u52a0\u6536\u76ca\uff0c\u540c\u6642\u8c50\u5bcc\u5ba2\u6236\u9ad4\u9a57\uff0c\u4e26\u986f\u8457\u63d0\u9ad8\u9867\u5ba2\u6d1e\u898b\u548c\u76e1\u8077\u8abf\u67e5\u7684\u6c34\u6e96\u3002<\/p>\n

<\/a>
Robert Roome, Chief Strategy Officer at Wealth Dynamix<\/span> <\/div>\n

Robert Roome<\/span>\u00a0\u64c1\u6709 20 \u5e74\u5728\u8ca1\u5bcc\u7ba1\u7406 (WM) \u548c\u79c1\u4eba\u9280\u884c\u696d\u754c\u3001\u79d1\u6280\u754c\u3001\u8ca1\u5bcc\u7ba1\u7406\u548c\u7ba1\u7406\u9867\u554f\u516c\u53f8\u7684\u7d93\u9a57\u3002\u4ed6\u66fe\u5728 Wealth Dynamix \u5de5\u4f5c\u904e\uff0c\u4e26\u66fe\u4efb\u8077\u65bc Barclays \u548c RBS \u7b49\u516c\u53f8\uff0c\u5176\u6700\u8fd1\u4e00\u4efd\u5de5\u4f5c\u662f\u5728\u7ba1\u7406\u9867\u554f\u516c\u53f8 Sionic \u8ca0\u8cac\u7684\u8ca1\u5bcc\u7ba1\u7406\u548c\u79c1\u4eba\u9280\u884c\u696d\u52d9\u3002\u6191\u85c9\u8c50\u5bcc\u7684\u8cc7\u6b77\uff0c\u4ed6\u5be6\u70ba\u652f\u6301\u696d\u52d9\u3001\u6280\u8853\u548c\u4eba\u54e1\u8868\u73fe\u52a0\u901f\u767c\u5c55\u7684\u4e0d\u4e8c\u4eba\u9078\u3002<\/p>\n

Robert \u5728\u9019\u500b\u65b0\u589e\u8077\u4f4d\u4e0a\uff0c\u5c07\u8ca0\u8cac\u5354\u52a9\u63d0\u5347 Wealth Dynamix \u7684\u589e\u9577\uff0c\u4e26\u5f37\u5316\u516c\u53f8\u5728\u696d\u754c\u4f5c\u70ba\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u9818\u5148\u4f9b\u61c9\u5546\u7684\u5730\u4f4d\u00a0\u4ed6\u5c07\u6703\u5411 Wealth Dynamix \u884c\u653f\u7e3d\u88c1 Gary Linieres \u532f\u5831\u5de5\u4f5c\uff0c\u4e26\u5c07\u53c3\u8207\u516c\u53f8\u884c\u653f\u59d4\u54e1\u6703\u7684\u5de5\u4f5c\u3002<\/p>\n

\u5c0d\u65bc\u6b64\u6b21\u4efb\u547d\uff0cGary\u00a0\u8868\u793a\uff1a\u300c\u6211\u5f88\u9ad8\u8208 Robert \u80fd\u52a0\u5165 Wealth Dynamix\uff0c\u7279\u5225\u662f\u5728\u516c\u53f8\u6b77\u53f2\u6027\u7684\u9019\u500b\u6642\u523b\uff0c\u6211\u5011\u5728\u4e0a\u500b\u6708\u559c\u8fce Indosuez Wealth Management \u6210\u70ba\u5927\u80a1\u6771\uff0c\u4ed6\u5011\u7684\u652f\u6301\u5c07\u4ee4\u6211\u5011\u52a0\u901f\u767c\u5c55\uff0c\u540c\u6642\u4fdd\u6301\u516c\u53f8\u7684\u7368\u7acb\u548c\u9748\u6d3b\u6027\u3002\u00a0\u8a72\u96c6\u5718\u7684\u5be6\u529b\u8b93\u6211\u5011\u53ef\u4ee5\u70ba\u73fe\u6709\u548c\u672a\u4f86\u7684\u5ba2\u6236\u63d0\u4f9b\u66f4\u512a\u8cea\u7684\u670d\u52d9\uff0c\u4fc3\u9032\u7522\u54c1\u767c\u5c55\uff0c\u6700\u7d42\u5728\u6b50\u76df\u548c\u4e9e\u592a\u7b49\u91cd\u8981\u5730\u5340\u70ba\u6211\u5011\u63d0\u4f9b\u66f4\u5927\u7684\u589e\u9577\u6a5f\u6703\u3002<\/p>\n

\u300c\u6211\u5011\u5c08\u6ce8\u65bc\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\uff0c\u4f7f\u6211\u5011\u6210\u70ba\u60f3\u8981\u91cd\u632f\u6210\u672c\u8207\u6536\u5165\u6bd4\u4e26\u6539\u5584\u5ba2\u6236\u9ad4\u9a57\u7684\u516c\u53f8\u7684\u9996\u9078\uff0c\u4e26\u8b93\u6211\u5011\u5728\u8ca1\u5bcc\u7ba1\u7406\u884c\u696d\u7684\u672a\u4f86\u626e\u6f14\u95dc\u9375\u89d2\u8272\u3002\u300d<\/p>\n

Robert\u00a0\u8868\u793a\uff1a\u300c\u5728\u9019\u500b\u5145\u6eff\u6311\u6230\u548c\u8b8a\u9769\u7684\u6642\u4ee3\u52a0\u5165\u00a0Wealth Dynamix \u4ee4\u4eba\u5341\u5206\u8208\u596e\u7684\uff0c\u5ba2\u6236\u7684\u671f\u671b\u6025\u901f\u8f49\u8b8a\u3001\u76e3\u7ba1\u683c\u5c40\u4e0d\u65b7\u8b8a\u5316\uff0c\u52a0\u4e0a\u79d1\u6280\u9032\u6b65\uff0c\u8ca1\u5bcc\u884c\u696d\u6b63\u9762\u81e8\u8457\u771f\u6b63\u7684\u8f49\u6298\u9ede\u3002\u300d<\/p>\n

\u95dc\u65bc\u00a0Wealth Dynamix<\/p>\n

Wealth Dynamix \u5728\u5168\u7403\u904b\u71df\u696d\u52d9\uff0c\u81f4\u529b\u70ba\u8ca1\u5bcc\u7ba1\u7406\u8005\u63d0\u4f9b\u5168\u9762\u6574\u5408\u7684\u6578\u78bc\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\uff0c\u5f9e\u800c\u6d88\u9664\u6574\u500b\u751f\u547d\u9031\u671f\u4e2d\u7684\u5206\u6b67\u548c\u4f4e\u6548\u7387\u60c5\u6cc1\uff0c\u5c07\u6cd5\u898f\u5d4c\u5165\u751f\u547d\u9031\u671f\uff0c\u4e26\u63d0\u4f9b\u5b8c\u6574\u7684\u6df7\u5408\u5f0f\u5ba2\u6236\u670d\u52d9\u9ad4\u9a57\u3002<\/p>\n

Wealth Dynamix \u5728 2022 \u5e74\u7372\u5f97\u8c50\u78a9\u6210\u679c\uff0c\u516c\u53f8\u6536\u5165\u548c\u54e1\u5de5\u4eba\u6578\u589e\u9577\u4e86 50%\uff0c\u4e26\u8207 Mirabaud \u548c Banco Sabadell\uff08\u9081\u963f\u5bc6\u5206\u884c\uff09\u5206\u5225\u7c3d\u7f72\u4e86\u65b0\u5408\u540c\u548c\u7e8c\u7d04\uff0c\u800c\u4e14\u00a0\u516c\u53f8\u73fe\u6642\u70ba\u4e16\u754c\u4e0a\u56db\u9593\u6700\u4f73\u7684\u8d85\u9ad8\u6de8\u503c\u5ba2\u6236\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u652f\u63f4\u670d\u52d9\uff0c\u6839\u64da\u00a0Spears<\/a>\u00a0\u7684\u5831\u544a\uff0c\u8a72\u56db\u9593\u516c\u53f8\u70ba\uff1aRothschild & Co\u3001Mirabaud\u3001Rathbones \u548c Cazenove Capital\uff0c\u5b83\u5011\u5747\u5c6c\u65bc Wealth Dynamix \u7684\u5ba2\u6236\u3002<\/p>\n

Wealth Dynamix \u5c08\u6ce8\u65bc\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\uff0c\u4f7f\u516c\u53f8\u6210\u70ba\u5e0c\u671b\u5be6\u73fe\u6d41\u7a0b\u6548\u7387\u3001\u8c50\u5bcc\u5ba2\u6236\u670d\u52d9\u548c\u78ba\u4fdd\u9075\u5b88\u5408\u898f\u7684\u516c\u53f8\u4e4b\u9996\u9078\u3002\u81ea 2012 \u5e74\u63a8\u51fa\u4ee5\u4f86\uff0c\u516c\u53f8\u5df2\u8d0f\u5f97 40 \u591a\u500b\u5168\u7403\u734e\u9805\uff0c\u6700\u8fd1\u69ae\u7372 WealthBriefing \u7684 2023 \u5e74\u6700\u4f73 CRM \u7cfb\u7d71\uff08\u745e\u58eb\uff09\u548c\u6700\u4f73 CLM \u7cfb\u7d71\uff08\u7f8e\u6d32\uff09\u734e\u9805\u4ee5\u53ca Wealth & Finance Fund \u734e\u7684\u6700\u4f73 CLM \u89e3\u6c7a\u65b9\u6848\uff0c\u4e26\u5728 2022 \u5e74\u7684 WealthBriefing Asia \u734e\u4e2d\u69ae\u7372\u300c\u6700\u4f73 CLM\uff08\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\uff09\u89e3\u6c7a\u65b9\u6848\u300d\u548c\u300c\u6700\u4f73\u6578\u78bc\u65b9\u6848\u300d\u3002<\/p>\n

Wealth Dynamix \u975e\u5e38\u81ea\u8c6a\u5730\u77e5\u9053\uff0c\u6c92\u6709\u5176\u4ed6\u4f9b\u61c9\u5546\u80fd\u63d0\u4f9b\u53ef\u8986\u84cb\u6574\u500b\u5ba2\u6236\u65c5\u7a0b\u7684\u7d71\u4e00\u5e73\u53f0\uff0c\u4e26\u85c9\u6b64\u5728\u5ba2\u6236\u751f\u547d\u9031\u671f\u4e2d\u6307\u63ee\u65c5\u7a0b\u3002<\/p>\n

Wealth Dynamix \u662f Indosuez Wealth Management \u96c6\u5718\u7684\u4e00\u90e8\u5206\uff0c\u8a72\u96c6\u5718\u65bc 2023 \u5e74 1 \u6708\u6536\u8cfc\u4e86\u00a0Wealth Dynamix \u7684\u591a\u6578\u80a1\u6b0a\u3002<\/p>\n

\u5982\u6b32\u4e86\u89e3\u66f4\u591a\u8cc7\u8a0a\uff0c\u8acb\u806f\u7d61\uff1a<\/p>\n

Joanne Donoghue<\/span><\/p>\n

\u9996\u5e2d\u5e02\u5834\u4e3b\u4efb<\/p>\n

Joanne.Donoghue@Wealth-Dynamix.com<\/a><\/p>\n

\u00a0<\/p>\n

\u00a0<\/p>","protected":false},"excerpt":{"rendered":"

Wealth Dynamix \u4efb\u547d\u65b0\u4efb\u9996\u5e2d\u7b56\u7565\u7e3d\u76e3\u4ee5\u652f\u6301\u516c\u53f8\u5728\u8ca1\u5bcc\u79d1\u6280\u9818\u57df\u6210\u70ba\u9818\u5148\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u63d0\u4f9b\u5546\u3002 \u502b\u65662023\u5e743\u67082\u65e5 \/\u7f8e\u901a\u793e\/ — Wealth\u00a0Dynamix\u00a0\u662f\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u5e73\u53f0\u7684\u9818\u5148\u4f9b\u61c9\u5546\u3002\u9019\u4e9b\u5e73\u53f0\u6db5\u84cb\u4e86\u5ba2\u6236\u751f\u547d\u9031\u671f\u7684\u6240\u6709\u968e\u6bb5\uff0c\u5f9e\u63a5\u89f8\u6f5b\u5728\u5ba2\u6236\uff0c\u5230\u5f15\u5c0e\u968e\u6bb5\uff0c\u4e26\u900f\u904e\u5305\u62ec\u6240\u6709\u5ba2\u6236\u8cc7\u6599\u3001\u6d3b\u52d5\u548c\u884c\u52d5\u7684 360 \u5ea6\u6574\u5408\u8996\u5716\u4f86\u9032\u884c\u7ba1\u7406\u3002\u5e73\u53f0\u8a2d\u8a08\u65e8\u5728\u63d0\u9ad8\u71df\u904b\u6548\u7387\u548c\u589e\u52a0\u6536\u76ca\uff0c\u540c\u6642\u8c50\u5bcc\u5ba2\u6236\u9ad4\u9a57\uff0c\u4e26\u986f\u8457\u63d0\u9ad8\u9867\u5ba2\u6d1e\u898b\u548c\u76e1\u8077\u8abf\u67e5\u7684\u6c34\u6e96\u3002 Robert Roome, Chief Strategy Officer at Wealth Dynamix Robert Roome\u00a0\u64c1\u6709 20 \u5e74\u5728\u8ca1\u5bcc\u7ba1\u7406 (WM) \u548c\u79c1\u4eba\u9280\u884c\u696d\u754c\u3001\u79d1\u6280\u754c\u3001\u8ca1\u5bcc\u7ba1\u7406\u548c\u7ba1\u7406\u9867\u554f\u516c\u53f8\u7684\u7d93\u9a57\u3002\u4ed6\u66fe\u5728 Wealth Dynamix \u5de5\u4f5c\u904e\uff0c\u4e26\u66fe\u4efb\u8077\u65bc Barclays \u548c RBS \u7b49\u516c\u53f8\uff0c\u5176\u6700\u8fd1\u4e00\u4efd\u5de5\u4f5c\u662f\u5728\u7ba1\u7406\u9867\u554f\u516c\u53f8 Sionic \u8ca0\u8cac\u7684\u8ca1\u5bcc\u7ba1\u7406\u548c\u79c1\u4eba\u9280\u884c\u696d\u52d9\u3002\u6191\u85c9\u8c50\u5bcc\u7684\u8cc7\u6b77\uff0c\u4ed6\u5be6\u70ba\u652f\u6301\u696d\u52d9\u3001\u6280\u8853\u548c\u4eba\u54e1\u8868\u73fe\u52a0\u901f\u767c\u5c55\u7684\u4e0d\u4e8c\u4eba\u9078\u3002 Robert \u5728\u9019\u500b\u65b0\u589e\u8077\u4f4d\u4e0a\uff0c\u5c07\u8ca0\u8cac\u5354\u52a9\u63d0\u5347 Wealth Dynamix \u7684\u589e\u9577\uff0c\u4e26\u5f37\u5316\u516c\u53f8\u5728\u696d\u754c\u4f5c\u70ba\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u9818\u5148\u4f9b\u61c9\u5546\u7684\u5730\u4f4d\u00a0\u4ed6\u5c07\u6703\u5411 Wealth Dynamix \u884c\u653f\u7e3d\u88c1 Gary Linieres \u532f\u5831\u5de5\u4f5c\uff0c\u4e26\u5c07\u53c3\u8207\u516c\u53f8\u884c\u653f\u59d4\u54e1\u6703\u7684\u5de5\u4f5c\u3002 \u5c0d\u65bc\u6b64\u6b21\u4efb\u547d\uff0cGary\u00a0\u8868\u793a\uff1a\u300c\u6211\u5f88\u9ad8\u8208 Robert \u80fd\u52a0\u5165 Wealth Dynamix\uff0c\u7279\u5225\u662f\u5728\u516c\u53f8\u6b77\u53f2\u6027\u7684\u9019\u500b\u6642\u523b\uff0c\u6211\u5011\u5728\u4e0a\u500b\u6708\u559c\u8fce Indosuez Wealth Management \u6210\u70ba\u5927\u80a1\u6771\uff0c\u4ed6\u5011\u7684\u652f\u6301\u5c07\u4ee4\u6211\u5011\u52a0\u901f\u767c\u5c55\uff0c\u540c\u6642\u4fdd\u6301\u516c\u53f8\u7684\u7368\u7acb\u548c\u9748\u6d3b\u6027\u3002\u00a0\u8a72\u96c6\u5718\u7684\u5be6\u529b\u8b93\u6211\u5011\u53ef\u4ee5\u70ba\u73fe\u6709\u548c\u672a\u4f86\u7684\u5ba2\u6236\u63d0\u4f9b\u66f4\u512a\u8cea\u7684\u670d\u52d9\uff0c\u4fc3\u9032\u7522\u54c1\u767c\u5c55\uff0c\u6700\u7d42\u5728\u6b50\u76df\u548c\u4e9e\u592a\u7b49\u91cd\u8981\u5730\u5340\u70ba\u6211\u5011\u63d0\u4f9b\u66f4\u5927\u7684\u589e\u9577\u6a5f\u6703\u3002 \u300c\u6211\u5011\u5c08\u6ce8\u65bc\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\uff0c\u4f7f\u6211\u5011\u6210\u70ba\u60f3\u8981\u91cd\u632f\u6210\u672c\u8207\u6536\u5165\u6bd4\u4e26\u6539\u5584\u5ba2\u6236\u9ad4\u9a57\u7684\u516c\u53f8\u7684\u9996\u9078\uff0c\u4e26\u8b93\u6211\u5011\u5728\u8ca1\u5bcc\u7ba1\u7406\u884c\u696d\u7684\u672a\u4f86\u626e\u6f14\u95dc\u9375\u89d2\u8272\u3002\u300d Robert\u00a0\u8868\u793a\uff1a\u300c\u5728\u9019\u500b\u5145\u6eff\u6311\u6230\u548c\u8b8a\u9769\u7684\u6642\u4ee3\u52a0\u5165\u00a0Wealth Dynamix \u4ee4\u4eba\u5341\u5206\u8208\u596e\u7684\uff0c\u5ba2\u6236\u7684\u671f\u671b\u6025\u901f\u8f49\u8b8a\u3001\u76e3\u7ba1\u683c\u5c40\u4e0d\u65b7\u8b8a\u5316\uff0c\u52a0\u4e0a\u79d1\u6280\u9032\u6b65\uff0c\u8ca1\u5bcc\u884c\u696d\u6b63\u9762\u81e8\u8457\u771f\u6b63\u7684\u8f49\u6298\u9ede\u3002\u300d \u95dc\u65bc\u00a0Wealth Dynamix Wealth Dynamix \u5728\u5168\u7403\u904b\u71df\u696d\u52d9\uff0c\u81f4\u529b\u70ba\u8ca1\u5bcc\u7ba1\u7406\u8005\u63d0\u4f9b\u5168\u9762\u6574\u5408\u7684\u6578\u78bc\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\uff0c\u5f9e\u800c\u6d88\u9664\u6574\u500b\u751f\u547d\u9031\u671f\u4e2d\u7684\u5206\u6b67\u548c\u4f4e\u6548\u7387\u60c5\u6cc1\uff0c\u5c07\u6cd5\u898f\u5d4c\u5165\u751f\u547d\u9031\u671f\uff0c\u4e26\u63d0\u4f9b\u5b8c\u6574\u7684\u6df7\u5408\u5f0f\u5ba2\u6236\u670d\u52d9\u9ad4\u9a57\u3002 Wealth Dynamix \u5728 2022 \u5e74\u7372\u5f97\u8c50\u78a9\u6210\u679c\uff0c\u516c\u53f8\u6536\u5165\u548c\u54e1\u5de5\u4eba\u6578\u589e\u9577\u4e86 50%\uff0c\u4e26\u8207 Mirabaud \u548c Banco Sabadell\uff08\u9081\u963f\u5bc6\u5206\u884c\uff09\u5206\u5225\u7c3d\u7f72\u4e86\u65b0\u5408\u540c\u548c\u7e8c\u7d04\uff0c\u800c\u4e14\u00a0\u516c\u53f8\u73fe\u6642\u70ba\u4e16\u754c\u4e0a\u56db\u9593\u6700\u4f73\u7684\u8d85\u9ad8\u6de8\u503c\u5ba2\u6236\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u652f\u63f4\u670d\u52d9\uff0c\u6839\u64da\u00a0Spears\u00a0\u7684\u5831\u544a\uff0c\u8a72\u56db\u9593\u516c\u53f8\u70ba\uff1aRothschild & Co\u3001Mirabaud\u3001Rathbones \u548c Cazenove Capital\uff0c\u5b83\u5011\u5747\u5c6c\u65bc Wealth Dynamix \u7684\u5ba2\u6236\u3002 Wealth Dynamix \u5c08\u6ce8\u65bc\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\uff0c\u4f7f\u516c\u53f8\u6210\u70ba\u5e0c\u671b\u5be6\u73fe\u6d41\u7a0b\u6548\u7387\u3001\u8c50\u5bcc\u5ba2\u6236\u670d\u52d9\u548c\u78ba\u4fdd\u9075\u5b88\u5408\u898f\u7684\u516c\u53f8\u4e4b\u9996\u9078\u3002\u81ea 2012 \u5e74\u63a8\u51fa\u4ee5\u4f86\uff0c\u516c\u53f8\u5df2\u8d0f\u5f97 40 \u591a\u500b\u5168\u7403\u734e\u9805\uff0c\u6700\u8fd1\u69ae\u7372 WealthBriefing \u7684 2023 \u5e74\u6700\u4f73 CRM \u7cfb\u7d71\uff08\u745e\u58eb\uff09\u548c\u6700\u4f73 CLM \u7cfb\u7d71\uff08\u7f8e\u6d32\uff09\u734e\u9805\u4ee5\u53ca Wealth & Finance Fund \u734e\u7684\u6700\u4f73 CLM \u89e3\u6c7a\u65b9\u6848\uff0c\u4e26\u5728 2022 \u5e74\u7684 WealthBriefing Asia \u734e\u4e2d\u69ae\u7372\u300c\u6700\u4f73 CLM\uff08\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\uff09\u89e3\u6c7a\u65b9\u6848\u300d\u548c\u300c\u6700\u4f73\u6578\u78bc\u65b9\u6848\u300d\u3002 Wealth Dynamix \u975e\u5e38\u81ea\u8c6a\u5730\u77e5\u9053\uff0c\u6c92\u6709\u5176\u4ed6\u4f9b\u61c9\u5546\u80fd\u63d0\u4f9b\u53ef\u8986\u84cb\u6574\u500b\u5ba2\u6236\u65c5\u7a0b\u7684\u7d71\u4e00\u5e73\u53f0\uff0c\u4e26\u85c9\u6b64\u5728\u5ba2\u6236\u751f\u547d\u9031\u671f\u4e2d\u6307\u63ee\u65c5\u7a0b\u3002 Wealth Dynamix \u662f Indosuez Wealth Management \u96c6\u5718\u7684\u4e00\u90e8\u5206\uff0c\u8a72\u96c6\u5718\u65bc 2023 \u5e74 1 \u6708\u6536\u8cfc\u4e86\u00a0Wealth Dynamix \u7684\u591a\u6578\u80a1\u6b0a\u3002 \u5982\u6b32\u4e86\u89e3\u66f4\u591a\u8cc7\u8a0a\uff0c\u8acb\u806f\u7d61\uff1a Joanne Donoghue \u9996\u5e2d\u5e02\u5834\u4e3b\u4efb Joanne.Donoghue@Wealth-Dynamix.com \u00a0 \u00a0<\/p>\n","protected":false},"author":0,"featured_media":11420,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_generate-full-width-content":"","spay_email":"","footnotes":""},"categories":[1],"tags":[],"yoast_head":"\nWealth Dynamix \u4efb\u547d\u65b0\u4efb\u9996\u5e2d\u7b56\u7565\u7e3d\u76e3 - \u9999\u6e2f\u7279\u8a31\u7d93\u71df<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.franchise.com.hk\/en\/wealth-dynamix-%e4%bb%bb%e5%91%bd%e6%96%b0%e4%bb%bb%e9%a6%96%e5%b8%ad%e7%ad%96%e7%95%a5%e7%b8%bd%e7%9b%a3\/11419\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Dynamix \u4efb\u547d\u65b0\u4efb\u9996\u5e2d\u7b56\u7565\u7e3d\u76e3 - \u9999\u6e2f\u7279\u8a31\u7d93\u71df\" \/>\n<meta property=\"og:description\" content=\"Wealth Dynamix \u4efb\u547d\u65b0\u4efb\u9996\u5e2d\u7b56\u7565\u7e3d\u76e3\u4ee5\u652f\u6301\u516c\u53f8\u5728\u8ca1\u5bcc\u79d1\u6280\u9818\u57df\u6210\u70ba\u9818\u5148\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u63d0\u4f9b\u5546\u3002 \u502b\u65662023\u5e743\u67082\u65e5 \/\u7f8e\u901a\u793e\/ — Wealth\u00a0Dynamix\u00a0\u662f\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u5e73\u53f0\u7684\u9818\u5148\u4f9b\u61c9\u5546\u3002\u9019\u4e9b\u5e73\u53f0\u6db5\u84cb\u4e86\u5ba2\u6236\u751f\u547d\u9031\u671f\u7684\u6240\u6709\u968e\u6bb5\uff0c\u5f9e\u63a5\u89f8\u6f5b\u5728\u5ba2\u6236\uff0c\u5230\u5f15\u5c0e\u968e\u6bb5\uff0c\u4e26\u900f\u904e\u5305\u62ec\u6240\u6709\u5ba2\u6236\u8cc7\u6599\u3001\u6d3b\u52d5\u548c\u884c\u52d5\u7684 360 \u5ea6\u6574\u5408\u8996\u5716\u4f86\u9032\u884c\u7ba1\u7406\u3002\u5e73\u53f0\u8a2d\u8a08\u65e8\u5728\u63d0\u9ad8\u71df\u904b\u6548\u7387\u548c\u589e\u52a0\u6536\u76ca\uff0c\u540c\u6642\u8c50\u5bcc\u5ba2\u6236\u9ad4\u9a57\uff0c\u4e26\u986f\u8457\u63d0\u9ad8\u9867\u5ba2\u6d1e\u898b\u548c\u76e1\u8077\u8abf\u67e5\u7684\u6c34\u6e96\u3002 Robert Roome, Chief Strategy Officer at Wealth Dynamix Robert Roome\u00a0\u64c1\u6709 20 \u5e74\u5728\u8ca1\u5bcc\u7ba1\u7406 (WM) \u548c\u79c1\u4eba\u9280\u884c\u696d\u754c\u3001\u79d1\u6280\u754c\u3001\u8ca1\u5bcc\u7ba1\u7406\u548c\u7ba1\u7406\u9867\u554f\u516c\u53f8\u7684\u7d93\u9a57\u3002\u4ed6\u66fe\u5728 Wealth Dynamix \u5de5\u4f5c\u904e\uff0c\u4e26\u66fe\u4efb\u8077\u65bc Barclays \u548c RBS \u7b49\u516c\u53f8\uff0c\u5176\u6700\u8fd1\u4e00\u4efd\u5de5\u4f5c\u662f\u5728\u7ba1\u7406\u9867\u554f\u516c\u53f8 Sionic \u8ca0\u8cac\u7684\u8ca1\u5bcc\u7ba1\u7406\u548c\u79c1\u4eba\u9280\u884c\u696d\u52d9\u3002\u6191\u85c9\u8c50\u5bcc\u7684\u8cc7\u6b77\uff0c\u4ed6\u5be6\u70ba\u652f\u6301\u696d\u52d9\u3001\u6280\u8853\u548c\u4eba\u54e1\u8868\u73fe\u52a0\u901f\u767c\u5c55\u7684\u4e0d\u4e8c\u4eba\u9078\u3002 Robert \u5728\u9019\u500b\u65b0\u589e\u8077\u4f4d\u4e0a\uff0c\u5c07\u8ca0\u8cac\u5354\u52a9\u63d0\u5347 Wealth Dynamix \u7684\u589e\u9577\uff0c\u4e26\u5f37\u5316\u516c\u53f8\u5728\u696d\u754c\u4f5c\u70ba\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u9818\u5148\u4f9b\u61c9\u5546\u7684\u5730\u4f4d\u00a0\u4ed6\u5c07\u6703\u5411 Wealth Dynamix \u884c\u653f\u7e3d\u88c1 Gary Linieres \u532f\u5831\u5de5\u4f5c\uff0c\u4e26\u5c07\u53c3\u8207\u516c\u53f8\u884c\u653f\u59d4\u54e1\u6703\u7684\u5de5\u4f5c\u3002 \u5c0d\u65bc\u6b64\u6b21\u4efb\u547d\uff0cGary\u00a0\u8868\u793a\uff1a\u300c\u6211\u5f88\u9ad8\u8208 Robert \u80fd\u52a0\u5165 Wealth Dynamix\uff0c\u7279\u5225\u662f\u5728\u516c\u53f8\u6b77\u53f2\u6027\u7684\u9019\u500b\u6642\u523b\uff0c\u6211\u5011\u5728\u4e0a\u500b\u6708\u559c\u8fce Indosuez Wealth Management \u6210\u70ba\u5927\u80a1\u6771\uff0c\u4ed6\u5011\u7684\u652f\u6301\u5c07\u4ee4\u6211\u5011\u52a0\u901f\u767c\u5c55\uff0c\u540c\u6642\u4fdd\u6301\u516c\u53f8\u7684\u7368\u7acb\u548c\u9748\u6d3b\u6027\u3002\u00a0\u8a72\u96c6\u5718\u7684\u5be6\u529b\u8b93\u6211\u5011\u53ef\u4ee5\u70ba\u73fe\u6709\u548c\u672a\u4f86\u7684\u5ba2\u6236\u63d0\u4f9b\u66f4\u512a\u8cea\u7684\u670d\u52d9\uff0c\u4fc3\u9032\u7522\u54c1\u767c\u5c55\uff0c\u6700\u7d42\u5728\u6b50\u76df\u548c\u4e9e\u592a\u7b49\u91cd\u8981\u5730\u5340\u70ba\u6211\u5011\u63d0\u4f9b\u66f4\u5927\u7684\u589e\u9577\u6a5f\u6703\u3002 \u300c\u6211\u5011\u5c08\u6ce8\u65bc\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\uff0c\u4f7f\u6211\u5011\u6210\u70ba\u60f3\u8981\u91cd\u632f\u6210\u672c\u8207\u6536\u5165\u6bd4\u4e26\u6539\u5584\u5ba2\u6236\u9ad4\u9a57\u7684\u516c\u53f8\u7684\u9996\u9078\uff0c\u4e26\u8b93\u6211\u5011\u5728\u8ca1\u5bcc\u7ba1\u7406\u884c\u696d\u7684\u672a\u4f86\u626e\u6f14\u95dc\u9375\u89d2\u8272\u3002\u300d Robert\u00a0\u8868\u793a\uff1a\u300c\u5728\u9019\u500b\u5145\u6eff\u6311\u6230\u548c\u8b8a\u9769\u7684\u6642\u4ee3\u52a0\u5165\u00a0Wealth Dynamix \u4ee4\u4eba\u5341\u5206\u8208\u596e\u7684\uff0c\u5ba2\u6236\u7684\u671f\u671b\u6025\u901f\u8f49\u8b8a\u3001\u76e3\u7ba1\u683c\u5c40\u4e0d\u65b7\u8b8a\u5316\uff0c\u52a0\u4e0a\u79d1\u6280\u9032\u6b65\uff0c\u8ca1\u5bcc\u884c\u696d\u6b63\u9762\u81e8\u8457\u771f\u6b63\u7684\u8f49\u6298\u9ede\u3002\u300d \u95dc\u65bc\u00a0Wealth Dynamix Wealth Dynamix \u5728\u5168\u7403\u904b\u71df\u696d\u52d9\uff0c\u81f4\u529b\u70ba\u8ca1\u5bcc\u7ba1\u7406\u8005\u63d0\u4f9b\u5168\u9762\u6574\u5408\u7684\u6578\u78bc\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\uff0c\u5f9e\u800c\u6d88\u9664\u6574\u500b\u751f\u547d\u9031\u671f\u4e2d\u7684\u5206\u6b67\u548c\u4f4e\u6548\u7387\u60c5\u6cc1\uff0c\u5c07\u6cd5\u898f\u5d4c\u5165\u751f\u547d\u9031\u671f\uff0c\u4e26\u63d0\u4f9b\u5b8c\u6574\u7684\u6df7\u5408\u5f0f\u5ba2\u6236\u670d\u52d9\u9ad4\u9a57\u3002 Wealth Dynamix \u5728 2022 \u5e74\u7372\u5f97\u8c50\u78a9\u6210\u679c\uff0c\u516c\u53f8\u6536\u5165\u548c\u54e1\u5de5\u4eba\u6578\u589e\u9577\u4e86 50%\uff0c\u4e26\u8207 Mirabaud \u548c Banco 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\u591a\u500b\u5168\u7403\u734e\u9805\uff0c\u6700\u8fd1\u69ae\u7372 WealthBriefing \u7684 2023 \u5e74\u6700\u4f73 CRM \u7cfb\u7d71\uff08\u745e\u58eb\uff09\u548c\u6700\u4f73 CLM \u7cfb\u7d71\uff08\u7f8e\u6d32\uff09\u734e\u9805\u4ee5\u53ca Wealth & Finance Fund \u734e\u7684\u6700\u4f73 CLM \u89e3\u6c7a\u65b9\u6848\uff0c\u4e26\u5728 2022 \u5e74\u7684 WealthBriefing Asia \u734e\u4e2d\u69ae\u7372\u300c\u6700\u4f73 CLM\uff08\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\uff09\u89e3\u6c7a\u65b9\u6848\u300d\u548c\u300c\u6700\u4f73\u6578\u78bc\u65b9\u6848\u300d\u3002 Wealth Dynamix \u975e\u5e38\u81ea\u8c6a\u5730\u77e5\u9053\uff0c\u6c92\u6709\u5176\u4ed6\u4f9b\u61c9\u5546\u80fd\u63d0\u4f9b\u53ef\u8986\u84cb\u6574\u500b\u5ba2\u6236\u65c5\u7a0b\u7684\u7d71\u4e00\u5e73\u53f0\uff0c\u4e26\u85c9\u6b64\u5728\u5ba2\u6236\u751f\u547d\u9031\u671f\u4e2d\u6307\u63ee\u65c5\u7a0b\u3002 Wealth Dynamix \u662f Indosuez Wealth Management \u96c6\u5718\u7684\u4e00\u90e8\u5206\uff0c\u8a72\u96c6\u5718\u65bc 2023 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Wealth\u00a0Dynamix\u00a0\u662f\u79c1\u4eba\u9280\u884c\u548c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u5e73\u53f0\u7684\u9818\u5148\u4f9b\u61c9\u5546\u3002\u9019\u4e9b\u5e73\u53f0\u6db5\u84cb\u4e86\u5ba2\u6236\u751f\u547d\u9031\u671f\u7684\u6240\u6709\u968e\u6bb5\uff0c\u5f9e\u63a5\u89f8\u6f5b\u5728\u5ba2\u6236\uff0c\u5230\u5f15\u5c0e\u968e\u6bb5\uff0c\u4e26\u900f\u904e\u5305\u62ec\u6240\u6709\u5ba2\u6236\u8cc7\u6599\u3001\u6d3b\u52d5\u548c\u884c\u52d5\u7684 360 \u5ea6\u6574\u5408\u8996\u5716\u4f86\u9032\u884c\u7ba1\u7406\u3002\u5e73\u53f0\u8a2d\u8a08\u65e8\u5728\u63d0\u9ad8\u71df\u904b\u6548\u7387\u548c\u589e\u52a0\u6536\u76ca\uff0c\u540c\u6642\u8c50\u5bcc\u5ba2\u6236\u9ad4\u9a57\uff0c\u4e26\u986f\u8457\u63d0\u9ad8\u9867\u5ba2\u6d1e\u898b\u548c\u76e1\u8077\u8abf\u67e5\u7684\u6c34\u6e96\u3002 Robert Roome, Chief Strategy Officer at Wealth Dynamix Robert Roome\u00a0\u64c1\u6709 20 \u5e74\u5728\u8ca1\u5bcc\u7ba1\u7406 (WM) 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\u7684\u589e\u9577\uff0c\u4e26\u5f37\u5316\u516c\u53f8\u5728\u696d\u754c\u4f5c\u70ba\u5ba2\u6236\u751f\u547d\u9031\u671f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\u9818\u5148\u4f9b\u61c9\u5546\u7684\u5730\u4f4d\u00a0\u4ed6\u5c07\u6703\u5411 Wealth Dynamix \u884c\u653f\u7e3d\u88c1 Gary Linieres \u532f\u5831\u5de5\u4f5c\uff0c\u4e26\u5c07\u53c3\u8207\u516c\u53f8\u884c\u653f\u59d4\u54e1\u6703\u7684\u5de5\u4f5c\u3002 \u5c0d\u65bc\u6b64\u6b21\u4efb\u547d\uff0cGary\u00a0\u8868\u793a\uff1a\u300c\u6211\u5f88\u9ad8\u8208 Robert \u80fd\u52a0\u5165 Wealth Dynamix\uff0c\u7279\u5225\u662f\u5728\u516c\u53f8\u6b77\u53f2\u6027\u7684\u9019\u500b\u6642\u523b\uff0c\u6211\u5011\u5728\u4e0a\u500b\u6708\u559c\u8fce Indosuez Wealth Management 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