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China Wealth Management Industry Market Prospects and Investment Strategy Planning Report, 2013-2017
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Table of Contents
Content Summary
Chapter 1: Overview of China Wealth Management Industry
1.1 Definition of Wealth Management Industry
1.1.1 Connotation of Wealth Management
1.1.2 Difference between Wealth Management and Asset Management
1.1.3 Major Operational Institutions for Wealth Management
1.1.4 Specific Flow of Wealth Management
1.1.5 Business Models for Wealth Management
1.2 Development Stages of Wealth Management Industry
1.2.1 A Product-oriented Stage
1.2.2 A Sales-oriented Stage
1.2.3 A Customer-oriented Stage
1.3 Business System in Wealth Management Industry
1.3.1 Core Products (Services) of Wealth Management
1.3.2 System Platform of Wealth Management
1.3.3 Service Flow and Channels of Wealth Management
1.3.4 Service Team of Wealth Management
1.4 Analysis of Financial Demand Features of Wealth Management Customers
1.4.1 Gradual Formation of New Financial Demand
1.4.2 Diversified Trend of Asset Structure
1.4.3 Difference between Financial Management Concepts and Means
1.4.4 Agent Demand of Diversified Investment Portfolio on Financial Advisor
1.4.5 Gradual Recognition of Value-added in Banking Products
1.5 Driven Factors to Develop Wealth Management Industry
1.5.1 Sustainable and Fast Development of Economy
1.5.2 Ascending of Asset Price
1.5.3 Business Transformation Pressure in Financial Organizations
1.5.4 Wealthy People’s Intensive Demand for Wealth
Chapter 2: Analysis of Market Environment of China Wealth Management Industry
2.1 Policies and Regulatory Environment of Wealth Management Industry
2.1.1 Regulatory Policies Related to Commercial Banks
2.1.2 Regulatory Policies Related to Securities Companies
2.1.3 Regulatory Policies Related to Trust Companies
2.1.4 Regulatory Policies Related to Insurance Companies
2.1.5 Regulatory Policies Related to Fund Companies
2.1.6 Regulatory Policies Related to Other Institutions
2.2 Macro-economic Environment of Wealth Management Industry
2.2.1 Analysis of Macro-economic Operation Features
(1) Growth Analysis of Domestic GDP
(2) Growth Analysis of Industrial Economy
(3) Growth Analysis of Agricultural Economy
(4) Growth Analysis of Fixed Asset Investment
(5) Growth Analysis of Total Retail Sales of Consumer Goods
(6) Total Volume of Foreign Trade and the Growth
(7) PMI
(8) Non-Manufacturing Business Activity Index
2.2.2 Impact of Domestic Economic Environment on the Industry
(1) Background of Economic Structure Transformation
(2) Impact of Economic Structure Transformation on the Industry
(3) Financial Institutions’ Opportunities When Facing Economic Structure Transformation
2.2.3 Prospects Forecast for Domestic Macro-economy
2.3 Financial Environment of Wealth Management Industry
2.3.1 Operation Analysis of Domestic Credit Environment
2.3.2 Trend for Domestic Financing Structure Transformation
2.3.3 Reform Prospects for Ratio Marketilization
2.3.4 Impact of PBOC’s Austerity Policies
2.3.5 Prospects of PBOC’s Monetary Policies
2.4 Analysis of Consumption Environment of Wealth Management Industry
2.4.1 Analysis of Global Consumer Trends
2.4.2 Analysis of Domestic Inflation Level
2.4.3 Consumption Direction for Domestic Product Varieties
2.4.4 Analysis of National Income Level
2.4.5 Analysis of Consumer Purchasing Channels
2.5 Market Risk Warnings of Wealth Management Industry
2.5.1 Policy Environment Risks of Wealth Management Industry
2.5.2 Macro-economic Risks of Wealth Management Industry
2.5.3 Financial Environment Risks of Wealth Management Industry
2.6 Policy Suggestions for Wealth Management Industry
2.6.1 Improvement of Relevant Laws and Regulations
2.6.2 Improvement of Financial System Market
2.6.3 Regulations for Foreign Exchange Control and Overseas Investment
2.6.4 Improvement of Financial Infrastructure
2.6.5 Strengthening Financial Supervision
Chapter 3: Development Experience of Global Wealth Management Industry
3.1 Development Analysis of Global Economic Environment
3.1.1 Analysis of Global Finance and Economic Development Features
3.1.2 Analysis of Global Governments and Individual Consumption Features
3.1.3 Analysis of Global and Household Savings Features
3.1.4 Analysis of Financial and Economic Development in Major Countries
3.1.5 Analysis of Growth Factors of Global Wealth
(1) Development Factors of Global Stock Market
(2) Development Factors of International Bond Market
(3) Interest Rate Change Factors of Emerging Markets
(4) Change Factors of Commodity Price
(5) Change Factors of Crude Oil Price
(6) Analysis of Hedge Fund Index Change
(7) Investment Factors of Real Estate Market
3.1.6 Global Macro-economic Risk Warnings
3.2 Analysis of Market Research on Global Wealthy People
3.2.1 Development Size of Global Wealth
3.2.2 Global Wealthy People and Wealth Distribution
3.2.3 Demographic Structure Features of Global Wealthy People
3.2.4 Analysis of Psychological Factors of Wealthy People
3.2.5 Features Change Trend of Wealthy People
3.3 Analysis of Investment Preference of Global Wealthy People
3.3.1 Asset Allocation Preference of Global Wealthy People
3.3.2 Investment Varieties Preference of Global Wealthy People
3.3.3 Investment Regions Preference of Global Wealthy People
3.3.4 Analysis of Hobby Investment of Global Wealthy People
3.4 Operation Analysis of Global Wealth Management Institutions
3.4.1 Major Business Modes of Wealth Management Institutions
3.4.2 Analysis of Income and Profits of Wealth Management Institutions
3.4.3 Analysis of Cost and Fees of Wealth Management Institutions
3.4.4 Analysis of Profitability of Wealth Management Institutions
3.4.5 Analysis of Asset Return Rate of Wealth Management Institutions
3.4.6 Analysis of Problems in Wealth Management Institutions
3.4.7 Improvement Experience in Operation of Wealth Management Institutions
3.5 Development Analysis of Wealth Management Industry in Developed Countries
3.5.1 Development Experience of US Wealth Management Industry
(1) Development History of US Wealth Management Industry
(2) Market Capacity of US Wealth Management Market
(3) Market Features of Wealth Management Market
(4) Analysis of Employees in Wealth Management
(5) Service Modes of Wealth Management
(6) Typical Cases in US Wealth Management Industry
3.5.2 Development Experience of Europe Wealth Management Industry
(1) Source and Development of Europe Wealth Management Market
(2) Market Capacity of Europe Wealth Management
(3) Market Features of Europe Wealth Management
(4) Analysis of Employees in Wealth Management
(5) Typical Cases in Europe Wealth Management Industry
3.6 Experience Learning of UBS Successful Wealth Management Mode
3.6.1 Development Profile of UBS
3.6.2 Development Strategies of UBS
3.6.3 Backbone of UBS Value Proposition
3.6.4 Conditions of UBS Wealth Management
3.6.5 UBS Integrated Cooperation Mode
3.6.6 UBS Wealth Management Mode
3.7 Development Experience and Trend of Global Wealth Management Industry
3.7.1 Analysis of Development Opportunities of Global Wealth Management Industry
3.7.2 Development Experience of Leading Wealth Management Countries
3.7.3 New Development Trend for Global Wealth Management Products
3.7.4 Development Prospects and Suggestions for Global Wealth Management Industry
Chapter 4: Analysis of Investment Attractiveness of China Wealth Management Industry
4.1 Analysis of Market Capacity of Wealth Management Industry
4.1.1 Wealth Sources of High-net-worth Individuals
4.1.2 Asset Scale of High-net-worth Individuals
4.1.3 Regional Distribution of High-net-worth Individuals
4.1.4 Behavior Preference of High-net-worth Individuals
4.1.5 Analysis of Group Segmentation Difference among High-net-worth Individuals
4.1.6 Selection of Wealth Management Channels for High-net-worth Individuals
4.1.7 Investment Trend for Personal Wealth of High-net-worth Individuals
4.2 Analysis of Market Supply in Wealth Management Industry
4.2.1 Analysis of Wealth Management Supply for Commercial Banks
4.2.2 Analysis of Wealth Management Supply for Insurance Companies
4.2.3 Analysis of Wealth Management Supply for Trust Companies
4.2.4 Analysis of Wealth Management Supply for Fund and Securities Companies
4.2.5 Analysis of Wealth Management Supply for the Third Party Wealth Management Institutions
4.3 Analysis of Market Development of Wealth Management
4.3.1 Analysis of Market Scale of Wealth Management
4.3.2 Analysis of Market Structure of Wealth Management
4.3.3 Analysis of Profitability of Wealth Management
(1) Income Sources of Wealth Management Business
(2) Cost Analysis of Wealth Management Business
4.3.4 Competitive Advantages Comparison of Wealth Management Institutions
4.3.5 Competitive Landscape of Wealth Management Institutions
4.4 Analysis of Investment Objects of Wealth Management Industry
4.4.1 Investment Structure of Major Projects in Investment Market
4.4.2 Major Investment Objectives of Wealth Management Industry
(1) Analysis of Trust Products Investment Status
(2) Analysis of Real Estate Investment Status
(3) Analysis of Stock and Fund Investment Status
(4) Analysis of Stock Equity Investment Status
(5) Analysis of Interest Investment Status
4.4.3 Development Analysis of Overseas Investment Market
(1) Analysis of Overseas Investment Size
(2) Analysis of Overseas Investment Purpose
(3) Analysis of Overseas Investment Target
(4) Trend for Overseas Investment Plan
4.5 Analysis of Wealth Management Products and Services
4.5.1 Wealth Conservation Service
(1) Insurance Service
(2) Tax Planning
(3) Household Wealth Management
4.5.2 Wealth Accumulation Service
(1) Private Securities Fund
(2) TOT Product
(3) Private Equity Fund
(4) Wine Investment
(5) Art Investment
4.5.3 Wealth Inheritance Service
(1) Education of Successors
(2) Philanthropy
4.6 Risk Factors of Wealth Management Industry
4.6.1 Risk of Supervision and Compliance
4.6.2 Market Risks in Wealth Management Market
4.6.3 Operational Risks in Wealth Management Market
4.6.4 Moral Risks in Wealth Management Market
4.6.5 Reputation Risks in Wealth Management Market
4.6.6 Other Risks in Wealth Management Market
Chapter 5: Investment Planning of Wealth Management Business for China’s Commercial Banks
5.1 Analysis of Development Trends for Current Commercial Banks
5.1.1 Current Development Dilemmas for Commercial Banks
5.1.2 Operational Transformation Directions for Commercial Banks
5.1.3 Selection of Business Modes for Commercial Banks
5.2 Development Overview of Private Banking of Commercial Banks
5.2.1 Establishment Profile of Private Banks
5.2.2 Market Features of Private Banks
5.2.3 Customer Features of Private Banks
5.2.4 Research on Customers of Private Banks
5.3 Analysis of Private Banking of Commercial Banks
5.3.1 Development Size of Private Banking
5.3.2 Network Layout and Expansion Trend of Private Banks
5.3.3 Analysis of Operational Modes of Private Banks
5.3.4 Development Analysis of Product System in Private Banks
5.3.5 Analysis of Brand Competition in Private Banks
5.3.6 Regional Development Features of Private Banks
5.3.7 Key Factors to Develop Private Banks
5.3.8 Development Trend Forecast for Private Banks in the Future
5.4 Wealth Management Business Profile in Private Banks
5.4.1 Classification of Wealth Management in Commercial Banks
5.4.2 Difference between Wealth Management and General Financial Management Business
5.4.3 Construction Progress of Wealth Management Departments in Commercial Banks
5.4.4 SWOT Analysis of Wealth Management Conducted by Commercial Banks
5.5 Prospects Comparison between Wealth Management-oriented Banks and Current Banks
5.5.1 Connotation of Wealth Management-oriented Banks
5.5.2 Shortcomings of Profit Modes in Current Banks
5.5.3 Performance of International and Domestic Environment on Bank Transformation
5.5.4 Restrain Conditions of General Banks Transforming into Wealth Management-oriented Banks
5.5.5 Analysis of Practical Road for Wealth Management-oriented Banks
5.6 Analysis of Horizontal Competition in Wealth Management Business of Commercial Banks
5.6.1 Competitiveness Comparison between Chinese-funded and Foreign-funded Wealth Management Business
5.6.2 Analysis of Competitive Formats of Chinese-funded Banks’ Wealth Management Business
5.6.3 Development Strategies for Wealth Management Business of Universal Banks
(1) Customer Strategy
(2) Profit Mode
(3) Sales Mode
(4) Product Management
(5) Operation Management
(6) Technology Support
(7) Risk Management
5.7 Cost Management and the Trend of Commercial Bank’s Wealth Management
5.7.1 Operation Trend of Management Cost of Commercial Bank’s Wealth Management
5.7.2 Development Trend for Profit Modes of Commercial Bank’s Wealth Management
5.7.3 Suggestions for Commercial Banks Setting Up Wealth Management Business
Chapter 6: Investment Planning of Wealth Management Business in Chinese Non-commercial Banks
6.1 Analysis of Wealth Management Business in Trust Institutions
6.1.1 Development Overview of Trust Institutions
(1) Current Development Trend for Trust Institutions
(2) Analysis of Business Chain of Trust Institutions
(3) Transformation Directions for Business in Trust Institutions
(4) Analysis of Competitive Landscape of Wealth Management Business in Trust Institutions
6.1.2 Analysis of Competitiveness of Wealth Management Business in Trust Institutions
(1) Background of Trust Institutions Conducting Wealth Management Business
(2) Meaning of Trust Institutions Conducting Wealth Management Business
1) Impact on Strategic Transformation of Trust Institutions
2) Impact on Profit Modes of Trust Institutions
3) Impact on Risk Management of Trust Institutions
(3) Analysis of Asset Management Scale of Trust Institutions
(4) Analysis of Human Resources of Trust Institutions
(5) Advantages and Disadvantages of Trust Institutions Conducting Wealth Management Business
6.1.3 Wealth Management Business Layout Progress of Trust Institutions
6.1.4 Analysis of Wealth Management Products Circulation of Trust Institutions
6.1.5 Development Trend Forecast for Wealth Management Business of Trust Institutions
6.2 Analysis of Wealth Management Business in Insurance Companies
6.2.1 Development Overview of Insurance Companies
(1) Current Development Trend for Insurance Companies
(2) Analysis of Business Chain of Insurance Companies
(3) Premium Marketing Channels Innovation of Insurance Companies
(4) Operation Analysis of Wealth Management Business of Insurance Companies
(5) Analysis of Competitive Landscape of Wealth Management Business in Insurance Companies
6.2.2 Analysis of Competitiveness of Wealth Management Business in Insurance Companies
(1) Analysis of Asset Management Scale of Insurance Companies
(2) People’s Demand for Wealth Management of Insurance Companies
(3) Role of Insurance Companies Played in Wealth Management Business
(4) Analysis of Human Resources of Insurance Companies
(5) SWOT Analysis of Wealth Management Conducted by Insurance Companies
6.2.3 Development Forecast Trend for Wealth Management Business of Insurance Companies
6.3 Analysis of Wealth Management Business in Securities Companies
6.3.1 Development Overview of Securities Companies
(1) Current Development Trend for Securities Companies
(2) Analysis of Business Chain of Securities Companies
(3) Transformation Directions for Business in Securities Companies
(4) Operation Analysis of Wealth Management Business of Securities Companies
(5) Analysis of Competitive Landscape of Wealth Management Business in Securities Companies
6.3.2 Analysis of Competitiveness of Wealth Management Business in Securities Companies
(1) Analysis of Asset Management Scale of Securities Companies
(2) Role of Securities Companies Played in Wealth Management Business
(3) Analysis of Human Resources of Securities Companies
(4) SWOT Analysis of Wealth Management Conducted by Securities Companies
6.3.3 Wealth Management Business Layout Progress of Securities Companies
6.4 Analysis of Wealth Management Business in Fund Companies
6.4.1 Development Overview of Fund Companies
(1) Current Development Trend for Fund Companies
(2) Analysis of Business Chain of Securities Companies
(3) Analysis of Competitive Landscape of Wealth Management Business in Fund Companies
6.4.2 Analysis of Competitiveness of Wealth Management Business in Fund Companies
(1) Analysis of Asset Management Scale of Fund Companies
(2) Analysis of Human Resources of Fund Companies
(3) SWOT Analysis of Wealth Management Conducted by Fund Companies
6.4.3 Wealth Management Business Layout Progress of Fund Companies
6.5 Analysis of Wealth Management Business in the Third Party Wealth Management Institutions
6.5.1 Development Overview of the Third Party Wealth Management Institutions
(1) Current Development Trend for the Third Party Wealth Management Institutions
(2) Analysis of Profit Modes of the Third Party Wealth Management Institutions
(3) Analysis of Competitive Landscape of the Third Party Wealth Management Institutions
(4) Analysis of Development Risks of Wealth Management Business in the Third Party Wealth Management Institutions
(5) Selection of Development Roads for the Third Party Wealth Management Institutions
6.5.2 Analysis of Competitiveness of Wealth Management Business in the Third Party Wealth Management Institutions
(1) Analysis of Asset Management Scale of the Third Party Wealth Management Institutions
(2) Analysis of Human Resources of the Third Party Wealth Management Institutions
(3) SWOT Analysis of Wealth Management Conducted by the Third Party Wealth Management Institutions
6.5.3 Wealth Management Business Layout Progress of the Third Party Wealth Management Institutions
6.5.4 Analysis of Commercial Modes of the Third Party Wealth Management Institutions
(1) The Third Party Wealth Management Mode of Insurance
(2) The Third Party Wealth Management Mode of Fund
(3) The Comprehensive Third Party Wealth Management Mode
(4) The Third Party Wealth Management Mode of Product Evaluation
6.5.5 Suggestions for Wealth Management Business in the Third Party Wealth Management Institutions
Chapter 7: Analysis of Development Potential of China Key Regional Wealth Management Industry
7.1 Gathered Areas for Traditional High-net-worth Individuals
7.1.1 Investment Feasibility of Shanghai Wealth Management Business
(1) Development Overview of Shanghai Economic and Financial Environment
(2) Size and Features of Shanghai Wealthy People
(3) Competition Analysis of Shanghai Wealth Management Institutions
(4) Investment Risks in Shanghai Wealth Management Business
(5) Investment Prospects for Shanghai Wealth Management Business
7.1.2 Investment Feasibility of Beijing Wealth Management Business
(1) Development Overview of Beijing Economic and Financial Environment
(2) Size and Features of Beijing Wealthy People
(3) Competition Analysis of Beijing Wealth Management Institutions
(4) Investment Risks in Beijing Wealth Management Business
(5) Investment Prospects for Beijing Wealth Management Business
7.1.3 Investment Feasibility of Jiangsu Wealth Management Business
(1) Development Overview of Jiangsu Economic and Financial Environment
(2) Size and Features of Jiangsu Wealthy People
(3) Competition Analysis of Jiangsu Wealth Management Institutions
(4) Investment Risks in Jiangsu Wealth Management Business
(5) Investment Prospects for Jiangsu Wealth Management Business
7.1.4 Investment Feasibility of Guangdong Wealth Management Business
(1) Development Overview of Guangdong Economic and Financial Environment
(2) Size and Features of Guangdong Wealthy People
(3) Competition Analysis of Guangdong Wealth Management Institutions
(4) Investment Risks in Guangdong Wealth Management Business
(5) Investment Prospects for Guangdong Wealth Management Business
7.1.5 Investment Feasibility of Zhejiang Wealth Management Business
(1) Development Overview of Zhejiang Economic and Financial Environment
(2) Size and Features of Zhejiang Wealthy People
(3) Competition Analysis of Zhejiang Wealth Management Institutions
(4) Investment Risks in Zhejiang Wealth Management Business
(5) Investment Prospects for Zhejiang Wealth Management Business
7.1.6 Investment Feasibility of Fujian Wealth Management Business
(1) Development Overview of Fujian Economic and Financial Environment
(2) Size and Features of Fujian Wealthy People
(3) Competition Analysis of Fujian Wealth Management Institutions
(4) Investment Risks in Fujian Wealth Management Business
(5) Investment Prospects for Fujian Wealth Management Business
7.1.7 Investment Feasibility of Shandong Wealth Management Business
(1) Development Overview of Shandong Economic and Financial Environment
(2) Size and Features of Shandong Wealthy People
(3) Competition Analysis of Shandong Wealth Management Institutions
(4) Investment Risks in Shandong Wealth Management Business
(5) Investment Prospects for Shandong Wealth Management Business
7.2 Fast Growth Areas for High-net-worth Individuals
7.2.1 Investment Feasibility of Tianjin Wealth Management Business
(1) Development Overview of Tianjin Economic and Financial Environment
(2) Size and Features of Tianjin Wealthy People
(3) Competition Analysis of Tianjin Wealth Management Institutions
(4) Investment Risks in Tianjin Wealth Management Business
(5) Investment Prospects for Tianjin Wealth Management Business
7.2.2 Investment Feasibility of Hunan Wealth Management Business
(1) Development Overview of Hunan Economic and Financial Environment
(2) Size and Features of Hunan Wealthy People
(3) Competition Analysis of Hunan Wealth Management Institutions
(4) Investment Risks in Hunan Wealth Management Business
(5) Investment Prospects for Hunan Wealth Management Business
7.2.3 Investment Feasibility of Hubei Wealth Management Business
(1) Development Overview of Hubei Economic and Financial Environment
(2) Size and Features of Hubei Wealthy People
(3) Competition Analysis of Hubei Wealth Management Institutions
(4) Investment Risks in Hubei Wealth Management Business
(5) Investment Prospects for Hubei Wealth Management Business
7.2.4 Investment Feasibility of Sichuan Wealth Management Business
(1) Development Overview of Sichuan Economic and Financial Environment
(2) Size and Features of Sichuan Wealthy People
(3) Competition Analysis of Sichuan Wealth Management Institutions
(4) Investment Risks in Sichuan Wealth Management Business
(5) Investment Prospects for Sichuan Wealth Management Business
7.2.5 Investment Feasibility of Liaoning Wealth Management Business
(1) Development Overview of Liaoning Economic and Financial Environment
(2) Size and Features of Liaoning Wealthy People
(3) Competition Analysis of Liaoning Wealth Management Institutions
(4) Investment Risks in Liaoning Wealth Management Business
(5) Investment Prospects for Liaoning Wealth Management Business
The most distinctive characteristics of this report is forward-looking and timeliness. Through analyzing forward-looking characteristic of abundant first-hand market data, we deeply and objectively dissect China current wealth management industry’s development influencing factors, competitive landscape and characteristics of market demand. Furthermore, based on future development tracks and years’ practice experience of wealth management industry, we conduct prudent analysis and forecast for wealth management industry’s future development trend.
Wealth management is a new business model coming from domestic financial institutions in recent years. It’s different from traditional “asset management”, which mainly focuses on investing in stock market. The investable fields of “wealth management” are wider. Wealth management includes investment consultancy, life wealth management planning, and value retaining and increment of asset, with customer-focused. Nowadays, it has become the third main operating business, together with credit business and investment banking business. Furthermore, it’s anticipated to be the most important growth field.
At present, there are a large number of middle class people and wealth men in China. Wealth management becomes the focus of business transformation and upgrading for domestic financial institutions. Moreover, in terms of gold and crude oil funds related to global bulk commodity, and the management products related to strong currency, like Australia dollars, to intensified house purchasing tide in overseas, the wealth management demand of affluent people has shown a new trend, which cross the market and is equipped with the characteristic of global asset allocation.
In 2010, China’s personal overall investable asset size reached 62 trillion Yuan, with a year-on-year increase of 19% over the end of 2009. The compound average growth rate (CAGR) of capital market product value from 2008 to 2010 was about 55%, and the CAGR of investable real estate net worth was 40%. Meanwhile, the investment represented by Sunshine Private Fund and Private Equity Fund, as well as other types of investment growth fastest. And their CAGR was 100% from 2008 to 2010, which becomes an investment spot for high-net-worth individuals. In addition, the overseas investment becomes another investment spot for high-net-worth individuals. From 2008 to 2010, the main investment concentrates in Hong Kong.
There are generally two kinds of camps of wealth management institutions in the market, “the Public” and “the Private”. Banks, trust institutions, insurance institutions and securities traders are the typical representatives of “the Public”. In recent years, by means of establishing “wealth management centers”, many institutions strive for expanding wealth management business; while those third party wealth management institutions, represented by Noah Wealth, Stock Star, and Rhine Wealth are the main force of “the Private”. At present, there are more and more “Private” private-owned institutions involving in China’s wealth management market. And the “Public” financial institutions, like banks, trust institutions, insurance institutions and securities traders will definitely meet forcible challenges in the future.
Compared with those mature markets in Europe or Asia continents, China is still in the process of financial reform. With the continuing opening up of China’s financial market, the customer demand for products and services becomes increasingly complex.
According to China’s “Twelfth Five-year” Plan, behind the policies of income structure adjustment, the Plan also shows China’s current investment-driven growth model will be gradually shifted to consumption-driven growth model. Promoted by both structure adjustment and consumption-driven growth model, regarding doubling national income as a starting point, China will surely breed a “popular” social mainstream group. The wealth management is not only suitable for every financial institution’s transformation and upgrading demand, but also meets the requirements of domestic economic structure adjustment. Wealth management industry will be in a golden development period in the following years.
With Forward’s long-term tracking and collecting market data of wealth management industry, the report mainly analyzes the market environment of domestic wealth management; the operational experience of international wealth management industry; the subject competitive situation of international and domestic wealth management industry; the investment panoramic of wealth management; the investment feasibility of wealth management in key regions; as well as the leading corporations’ operational conditions in wealth management industry. Meanwhile, with comprehensive and specific first-hand market data over the past 5 years, Forward helps you to grasp the market and development trends of wealth management industry, so as to win advantages from competition!
The most distinctive characteristics of this report is forward-looking and timeliness. Through analyzing forward-looking characteristic of abundant first-hand market data, we deeply and objectively dissect China current wealth management industry’s development influencing factors, competitive landscape and characteristics of market demand. Furthermore, based on future development tracks and years’ practice experience of wealth management industry, we conduct prudent analysis and forecast for wealth management industry’s future development trend. This report helps all financial institutions, and third party wealth management institutions to precisely grasp current latest developments of the industry. Afterwards, they can make wise operating decisions and define enterprises’ development directions. Moreover, this report is the first and weighty report on analyzing the transformation and upgrading of wealth management industry and analyzing its leading corporations in an all-round and systematical way.
Here, we would like to express our sincere gratitude to CBRC, State Information Center, Bureau of Statistics of China, International Information Research Institute, Chinese Academy of International Trade and Economic Cooperation, Tsinghua University Library, Development Research Center of the State Council and Beijing Essence Forward Research Center, for their great support when we conduct this report!
Notice: All the market data, especially corporations' ranking data in the report, only for business reference. Please do not take the data for enterprise publicity. Thank you! Or Forward shall not take any responsibility for any consequences!
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