NO.PZ202109080500000301
问题如下：
In their search for a wealth management firm, the attribute that the Benettons are most likely to find in a private wealth manager is:选项：
A.Attribute 1. B.Attribute 2. C.Attribute 3.解释：
SolutionC is correct. In order to construct client portfolios, a private wealth manager requires a thorough understanding of asset class risks and returns, correlation among asset classes, and knowledge of investment vehicles, managers, products, and implementation strategies.
A is incorrect. In most cases, wealth managers must have a broad understanding of capital markets and asset classes, but it is unlikely that they will be investment specialists.
B is incorrect. Wealth managers are typically not experts in specialized financial planning fields, such as insurance, taxation, and estate planning. However, wealth managers who have a working knowledge in these fields can add value for clients and more effectively interact with other professionals who serve the clients.
客户B夫妻不是要准备退休么？所以选择的经理为什么不是做财务管理的呀？
