Caption | Charles Schwab, Hong Kong, Ltd. today launched its first Hong Kong Rising Affluent Financial Well-being Index. Michael Fong, Managing Director at Charles Schwab Hong Kong, mentioned that only 19% of Hong Kong rising affluent thinking their portfolio is diversified and financial advisers should help them with a comprehensive understanding of diversification. |
Source | Charles Schwab Hong Kong |
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Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals 香港新晉富裕階層需透過適時的理財計劃達成目標 |