Dissertation > Excellent graduate degree dissertation topics show

Wealth Management Project of the Middle Class Family in China

Author: PengHui
Tutor: QiMeiDong; SunLiQiang
School: Anhui University
Course: Financial
Keywords: Middle Class Wealth Management Family life cycle model
CLC: F126
Type: Master's thesis
Year: 2014
Downloads: 8
Quote: 0
Read: Download Dissertation


After three decades development of reform and opening up, China has entered the ranks of the middle-income countries, national wealth scale showing a significant growth and optimization. Growing middle class increasingly sophisticated financial concepts, began to shift from simplistic capital gains to comprehensive wealth management, more emphasis on comprehensive coverage of risk management, tax planning, children’s education, retirement, asset protection and wealth inheritance. Therefore, it is necessary to understand the financial position and risk appetite of the Chinese middle-class families to explore the the route of wealth management and strategic project, in order to better meet the middle-class all-round, multi-level wealth management needs.In this paper, wealth management project of the middle class as the main object of study, based on the analysis of consumption and investment characteristics of the middle class, reviews and summarizes the basic theory and method of the middle class wealth management. The paper focus on the wealth management project of the middle class family, and case studies will be used.Firstly, the paper describes the background and significance of the article, and combing the basic research at home and abroad to establish a research framework and research methods. Secondly, the paper clears economic, professional, cultural defines of the middle class, summarizes the consumer attitudes and behavior of the middle class on the basis of relevant data and research, studies the investment characteristics of the middle class from the willingness to invest investment demand, investment category and preference.Thirdly, the paper combines the economic characteristics of the middle class and the basic methods of wealth management planning to explain the meaning,content and principles of middle-class wealth management and to clear the middle class wealth management purposes based on the literature at home and abroad.Based on the family life cycle model, the paper also summarizes the middle class wealth management processes. Finaly, based on the premise of the relevant economic indicators and a family financial information and non-financial information, the paper applies formed middle class wealth management planning strategies to specific cases. This is to further clarify the middle class wealth management project process, also to test plan content articles designed in reality operability.

Related Dissertations

  1. Rhetoric of Middle Class Interest and Reappearance of Grass Root Desire,F713.8
  2. Middle class identity in social standards and self identity,D663
  3. Chinese Basic-Intermediate Listening Teaching and Strategies,H195
  4. Harmonious Society of the government 's policy of the middle class,D663
  5. The Research of Aocial and Cultural Connotation of Ki-duk Kim’s Movies,J905
  6. Middle-Class Influence on Clothing,J523.5
  7. The History of the Fashion of the Female Middle Class in Morden China,J523.5
  8. The Setbacks of Chinese Middle Class Dreams,J905
  9. Embodiment of Hegemonic Ideology,J905
  10. John Field’s Piano Nocturnes a Research Dissertation,J624.1
  11. Bank Personal Financial Services asymmetric information problem and its risk control,F832.2
  12. Research on Teaching of Chinese Character Forms of Junior Middle School in Viet Nam on the Basis of Implicit-Explicit Learning Theory,H195
  13. Possibility of successful collective rights owners,D663
  14. The Cultivation of Middle Class during China’s Social Transition,D663
  15. Strategy Research on Developing Private Banking Business for Civil Commercial Bank,F832.2
  16. Harmonious Society under the Cultivation of the Middle Class,D663
  17. As a middle school social studies teacher spending,G635.1
  18. Middle-class consciousness and aesthetics of daily life,B834
  19. Educational Attainment, Formation and Transitions of the American Middle Class: Theoretical and Empirical Analysis,G571.2
  20. Home Furniture Design Based on the Research of Shanghai Middle-Class Living Pattern and User’s Behavior,TS664.01
  21. <Pianos and Politics in China: Middle-Class Ambitions and the Struggle over Western Music> (by Richard C. Kraus),J60-05

CLC: > Economic > The world economic profiles,economic history,economic geography > China's economy > People's living conditions
© 2012 www.DissertationTopic.Net  Mobile