JULIA
2024-12-07 22:21老師從哪里知道使用私募工具幫助客戶滿足需求，就是要refer給investment banking呢？
所屬：CFA Level III > Private Wealth Pathway 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Vincent助教
2024-12-11 14:03
該回答已被題主采納
你好
題干最后一句Thompan suggests private placements and offers to connect Stein with a banker. 這里的banker應(yīng)該是投資銀行。
然后前面課中我們說這個(gè)服務(wù)應(yīng)該是投資銀行提供的, 在The role of other advisers and consultants那里
Investment Opportunities: may identify investments that align with a client’s financial objectives. This could range from private placements (on the buy side) to specialized investment funds that offer attractive growth or income potential.
0
0
0
0
