wealth planning

Barclays Capital is planning to team up with sovereign wealth funds to buy natural resources assets including mines, oil fields and power plants.

巴克莱资本（barclays capital）正计划与主权财富基金进行合作，收购包括矿山、油田和电厂在内的资源资产。

Another area is wealth preservation and inter-generational planning.

另一个领域是财富保值和跨代规划。

This triggers a period of ineligibility on the theory that the property could have been used to pay for the individual's care, says Katherine Dean, managing director of wealth planning at Wells Fargo Private Bank in San Francisco.

旧金山富国银行私人银行（Wells Fargo Private Bank）的财富规划总经理凯瑟琳·迪安（Katherine Dean）说，这会导致一段时间内申请人不符合申请资格，理论依据是这份房产本来是可以用来支付个人医保的。

Analyze potential client's wealth planning needs and design tailored portfolio.

分析潜伏客户的投资理财需求并提供综公道财方案和建议.