CBNRI, a non-profit independent think tank research organization of First Financial Research, in collaboration with Jinlu Financial Advisor has established a new wealth management research center in Shanghai.
Dean of CBNRI Yang Yanqing told Eastday.com that the new centre will facilitate the development of China’s wealth management market to provide service for the real economy based on research and data analysis.
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CBNRI Wealth Management Research Center will launch its first project called White Paper on Family Comprehensive Financial Management in two parts, the publication reported.
The first part on Four Big Rigid Demands of Family Wealth Management will be released in November 2015, while the other part on Three Major High-end Demands of Family Wealth Management will be launched in May 2016.
The white paper will help Chinese urban citizens learn about advanced wealth planning concept and the importance of comprehensive financial planning to manage their family wealth.
Jinlu Financial Advisor president Zhang Bowei said that the center will launch more co-operative projects in the future.
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