The Case Study of Wealth Management
碩士 === 崑山科技大學 === 企業管理研究所 === 102 === This study uses interview to understand the client’s family status, physical health status, insurance status, individual deposits and the present value of housing. First, we prepare case’s balance sheet and comprehensive income statement. Second, we accord the m...
Main Authors: | Chien-Tzu Liu, 劉千資 |
---|---|
Other Authors: | Ou-Yang Hou |
Format: | Others |
Language: | zh-TW |
Published: |
2014
|
Online Access: | http://ndltd.ncl.edu.tw/handle/95442291807180469565 |
Similar Items
-
Case Study on Operations of Wealth Management Business in Banking Industry
by: Chien-Chi Huang, et al.
Published: (2019) -
A Case Study of Wealth Management Business Strategy
by: Liu Chun Chi, et al.
Published: (2007) -
A Study on Deciding Personal Wealth Management :Evidence from the Wealth Management Customers of Banks in Taiwan
by: Mei-Chih Liu, et al.
Published: (2010) -
The Study of Customer Loyalty in the Wealth Management
by: Tzu Min Hsu, et al.
Published: (2011) -
The Study On Banks'' Relationship Marketing-The Case of VIP Wealth Management
by: Chien Mei-Ling, et al.
Published: (2004)