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第四十六篇 - 「替你做」投資 vs. 「陪你做」投資 | 瑜新家族辦公室投資周報
專業基金經理人「替客戶做」投資,投資顧問「陪客戶做」投資。兩種角色、兩種責任,各有不同的甜與苦。我們分享這些真實的日常。
Ann Yu
Jan 256 min read


Vol 46 - - Discretionary Investing (“For You”) vs. Advisory Investing (“With You”) | Jadewell Family Office Investment Newsletter
Professional fund managers “invest for clients,” while investment advisors “invest with clients.” Two roles, two sets of responsibilities—each with its own sweetness and its own challenges. Here, we share a glimpse of their everyday realities.
Ann Yu
Jan 256 min read
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