投資管理是指對投資者的資金進行有效管理，以獲得最大的投資回報。它包括對投資者的資金進行分配、對投資組合進行調整、對投資組合的收益進行監控和對投資組合的風險進行控制等。投資管理的目的是為投資者提供最大的投資回報，同時降低投資風險。
Investment strategy is a plan of action designed to achieve a desired investment goal. It involves analyzing the market, setting a goal, and deciding which investments to make in order to reach that goal.
高净值客戶 (HNWI) 是指擁有大量資產或高收入的人。這個術語通常在金融服務行業中使用，描述净值至少為100萬美元的人。這些人通常有更複雜的財務需求，可能需要專門的投資建議和金融產品。
A high net worth individual (HNWI) is a person who has a significant amount of assets or a high income. The term is often used in the financial services industry to describe a person who has a net worth of at least $1 million, although the threshold can vary depending on the context. These individuals typically have more complex financial needs and may require specialized investment advice and financial products. Ultra high net worth individuals (UHNWIs) are those with a net worth of $30 million or more. These individuals often have complex financial needs and require specialized investment advice and financial products. They may also have a significant impact on the economy and may be major players in the business and finance world. The term “ultra high net worth” is also used in the context of wealth management and private banking, to refer to individuals with a net worth at or above a certain threshold, which can vary depending on the institution or context.
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