pitchbook_template 英文版招标书范本

1、Your Wealth Plan,Presented to: Insert Client Name Presented by: Insert Adviser Name Date: Insert Date,2,Table of Contents,Introduction to Our FirmX Our TeamX Our Wealth Management ProcessX Our QualificationsX Your Personalized Wealth PlanX Next StepsX,3,Our Firm,At FIRM NAME, we understand the uniqu

2、e challenges that come with managing wealth. For more than XX years, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each clients situation and goals. We bring proven expertise to bear on every a

3、spect of a clients wealthfrom accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.,PHOTO OF TEAM HERE,4,Our Team of Experts,John Smith, CF

4、ASenior Financial Adviser John has been with FIRM NAME for more than XX years, helping our clients realize their financial goals. Nam lectus turpis, vulputate ac, bibendum vel, vulputate at, justo. Vivamus posuere luctus nunc. Sed sit amet ligula. Donec sagittis. Cras scelerisque tempor est. Nulla f

5、acilisi. Aliquam semper, lectus eu venenatis auctor, leo ipsum condimentum est, mattis dapibus nulla arcu porta ante. Sally Jones, CFAAssociate Financial Adviser Sally has been with FIRM NAME for more than XX years, helping our clients realize their financial goals. Nam lectus turpis, vulputate ac,

6、bibendum vel, vulputate at, justo. Vivamus posuere luctus nunc. Sed sit amet ligula. Donec sagittis. Cras scelerisque tempor est. Nulla facilisi. Aliquam semper, lectus eu venenatis auctor, leo ipsum condimentum est, mattis dapibus nulla arcu porta ante.,Adviser Headshot,Adviser Headshot,5,Our Wealt

7、h Management Process,As our client, you will benefit from a collaborative relationship that addressesand anticipatesyour needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situati

8、on dictate.,6,Our Difference,Recognizing that no two clients are alike, we take the time to listenand to understandyour particular circumstances, goals, and aspirations. This understanding serves as the basis from which we develop an integrated plan that addresses every facet of your wealth. Our com

9、prehensive approach is designed to create a plan that achieves your near- and long-term goals. When crafting an integrated wealth management plan, we draw on our expertise in the following areas:,Financial planning Retirement income planning Estate planning Tax planning,Business succession Intergene

10、rational wealth transfer Philanthropy,7,Institutional Thinking for Individual Investors,We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client asset

11、s is rooted in the following core strengths: Deep understanding. Before we invest any money for a client, we first determine the clients goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and

12、 diversification. Disciplined portfolio construction. Based on the specifics of each clients situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset classacross sectors, industries, and countries. Rigoro

13、us oversight. When implementing a clients investment strategy, we use a stringent process to screen top money managers, selecting one who meets the objectives established for that client. Once the appropriate manager has been chosen, we provide ongoing oversight and make changes as appropriate.,8,Fa

14、ctors to Consider When Selecting aFinancial Adviser,The financial adviser you choose not only will have access to intimate detailed information regarding your personal finances, but also will be the individual entrusted to manage your financial future. Make sure your adviser has: Strong ethics. The

15、integrity of your adviser is of the utmost importance. It is essential that you can be confident that your interests will always come first. A global perspective. In an ever-changing global economy, your adviser needs to have the resources and expertise to identify investment opportunities both dome

16、stically and abroad. Knowledge and experience. Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management. Industry recognition. While there are a number of repu

17、table credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst (CFA) designation.,9,How Is a CFA Charterholder Different?,The CFA charter is awarded to a very select group of investment advisers who have: Mastered a rigorous curriculum tha

18、t requires hundreds of hours of study over at least three years and have passed three increasingly difficult levels of examination. Demonstrated their mastery and expertise in applying this knowledge across a broad range of investment-related subjects. Investors recognize the CFA designation as the definitive standard fo