Advanced Wealth Markets in China and Wealth Management Options for High-Net-Worth Individuals

Wei Jialu (2021) Advanced Wealth Markets in China and Wealth Management Options for High-Net-Worth Individuals. Pénzügyi és Számviteli Kar.

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Absztrakt (kivonat)

Abstract：With the advancement of China's interest rate market and the emergence of innovative financial industries such as Internet finance, the era of banks "Earning spread" is gradually coming to an end. This means that banks must accelerate the pace of transformation and upgrading and find new profit growth points as soon as possible. According to international experience, 20% of high-end customers can bring 80% of the bank's profit. Private banking customers can carry more than ten times more profit than traditional public customers, so it becomes crucial to develop a wealth management business for high-net-worth people. This topic research aims to analyze the wealth management of Chinese HNWIs, starting from the background and structural characteristics of the HNWIs, the development of HNWIs in China, and the basic investment preferences and future investment preferences trends of HNWIs in China using relevant data collected from multiple perspectives. From both internal and external perspectives, analyze the factors that influence the wealth management of HNWIs and study the deep-seated factors that influence the investment preferences of HNWIs in China. Based on the overview of the development of private banking in China, the current impact of personal banking products and insufficient service supply in China is explored. In turn, it provides recommendations for wealth management choices for HNWIs and provides references for the development of related banking businesses in China.

Intézmény

Budapesti Gazdasági Egyetem

Kar

Pénzügyi és Számviteli Kar

Tanszék

Pénzügy Tanszék

Tudományterület/tudományág

NEM RÉSZLETEZETT

Szak

Pénzügy és Számvitel

Mű típusa:	diplomadolgozat (NEM RÉSZLETEZETT)
Kulcsszavak:	asset allocation, High-net-worth individuals, investment, private banking, Wealth management
SWORD Depositor:	Archive User
Felhasználói azonosító szám (ID):	Archive User
Rekord készítés dátuma:	2022. Okt. 03. 08:50
Utolsó módosítás:	2022. Okt. 03. 08:50

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