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Banking Wealth Management and Model

Author: LiuLi
Tutor: ZhangCuiZhen;ZhangXingSheng
School: Foreign Service Institute
Course: World economy
Keywords: Bank Personal Finance Wealth management business Wealth management business model
CLC: F832.2
Type: Master's thesis
Year: 2011
Downloads: 470
Quote: 1
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Abstract


As wealth in the world within the scope of accumulation of , owns personalized, specialization, diversified financial services demand for high - net worth persons to become the of the bank competing to chase the object , wealth management business has become an large banks important business source of income , yes banking institutions enhance service quality , and create commercial interests of the emerging business. Define the wealth management business the connotation of , explore successful mode of business , has important practical significance. Bank Wealth management business -oriented high net worth clients , yes knowledge and technology -intensive business , investment research ability to decide of its core competitiveness, does not occupy bank capital , be able to for the bank bring sustained stable income, through specialized channels and personnel to provide services , and has a high-growth Xing , contains the accounts and cash management , asset management, consulting and services and other three categories principal business. Wealth the accumulation of , emerging markets and grow, financial market development , laws and regulations 's to improve the as well as banking institutions 's innovative and other factors jointly promote the up wealth management business development. This paper selects JP Morgan Chase Bank , the Swiss banking Group, as well HSBC Holdings Group This three the typical offshore banks conduct research , respectively, from organizational structure, working processes, products services, etc. aspects of dissect of their wealth management business 's operating mode. Case analysis shows that successful wealth management business pattern is often including the setting up specialized agencies, the building of specialized services channels, improve the and to rich product line, grow investment research strength of the , enhance brand value and so on common characteristics. Domestic banks can learn from the offshore typical bank's successful model of and experience , will wealth management business as a strategic business nurture , and strengthen investment research building of the contingent , rational distribution service channels, enhance innovation and improve product competitiveness , build and to enhance brand value, consummate domestic laws and regulatory and regulations , and create cooperation of the business atmosphere.

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CLC: > Economic > Fiscal, monetary > Finance, banking > China's financial,banking > Banking system and business
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