개성상인이 하는 일

29, March 2013 9:00 am

'지구촌 금융 이야기', 

개성상인이 하는 일  

By Joseph Suk Park                                                                                                                                                                          

'개성상인'이 전하는 '지구촌 금융 이야기'

International Financial Adviser(or Independent Financial Adviser)

Investment Advisory Mandates

; We manages your assets according to your individual portfolio and personal circumstance.

Proactive Investment advice

Access to market specialist(direct or indirect)

Tailor-made investment strategies

Active risk & portfolio monitoring

Investment Service

; We supports you with ongoing investment advice and monitoring

Open product architecture

Investment ideas and recommendations

Mid-term & Long-term investments solutions

Wealth & Tax Planning

; Value-added services

Global network of expert know-how in:

Wealth structuring

Tax advisory include relocation

Succession and financial planning

Fiduciary service and structures

Credit

; Value-added services

Real Estate(Asia, USA, Canada)

Insurance financing - International life insurance, Lifetime medical coverage 

Special credit structuring via global private banks

Global Custody

; Value-added services

Centralized safekeeping and administration of securities

Worldwide settlement of transactions 

Uniform reporting of individual or consolidated portfolios

Reference; Youtube