Wealth management in China: the rocky but promising road ahead
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| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Bern ; Stuttgart ; Wien
Haupt
2007
|
| Edition: | 1. Aufl. |
| Series: | Publikation der Swiss Finance Institute
323 : 20. Lehrgang 2006 - 2007 |
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Item Description: | Zugl.: Zürich, Swiss Finance Inst., Diplomarbeit, 2006/2007 |
| Physical Description: | 62 S. graph. Darst. 210 mm x 148 mm |
| ISBN: | 9783258073361 3258073368 |
Staff View
MARC
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Record in the Search Index
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| adam_text | Contents
1 Introduction...............................................................................................9
1.1 Setting the scene................................................................................9
1.2 Aims of the thesis..............................................................................9
1.3 Outline of the thesis.........................................................................10
2 China s economic environment and its financial landscape................13
2.1 China s general economic environment...........................................13
2.2 The Chinese financial system and its interlinkages.........................14
2.3 The Chinese banking system and its reforms...................................16
2.4 Looking forward: What does the opening of Chinese banking
sector mean?....................................................................................20
3 Wealth management in China...............................................................24
3.1 Market opportunities........................................................................25
3.1.1 Market size, growth rate and characteristics......................25
3.1.2 Existing wealth management offerings..............................28
3.1.3 Position of local and foreign banks....................................30
3.2 Barriers and threats..........................................................................32
3.2.1 Regulatory and legal constraints........................................32
3.2.2 The financial system...........................................................35
3.2.3 Chinese specialties.............................................................36
3.3 Key success factors in wealth management also for China?.........38
3.3.1 Client focus and segmentation............................................40
3.3.2 Product innovation.............................................................45
3.3.3 Human capital.....................................................................50
3.3.4 Cost management...............................................................51
3.3.5 Lessons learned from the industry......................................52
3.4 Conclusions......................................................................................53
4 Summary..................................................................................................57
5
5 List of literature......................................................................................59
List of figures
Figure 1: Structure of the thesis......................................................................11
Figure 2: Overview of the Chinese financial system.......................................15
Figure 3: Overview of banking institutions in China......................................18
Figure 4: Development of investable assets (2001 to 2009)...........................26
Figure 5: Wealth distribution in China (2004)................................................27
Figure 6: Strengths and weaknesses of local and foreign banks.....................30
Figure 7: High entry barriers for foreign banks...............................................33
Figure 8: Key success factors for wealth management in China.....................40
Figure 9: Three elements to segmentation.......................................................42
Figure 10: Map of China showing the cities with the wealthiest population ...44
Figure 11: Investable assets and number of wealthy households (2004).........45
Figure 12: Asset holdings of the wealthy Chinese households (2004)............46
List of tables
Table 1: Macroeconomics..............................................................................13
Table 2: Top 10 foreign banks ranked by number of branches in June 2006
(sub branches in brackets)...............................................................20
|
| adam_txt |
Contents
1 Introduction.9
1.1 Setting the scene.9
1.2 Aims of the thesis.9
1.3 Outline of the thesis.10
2 China's economic environment and its financial landscape.13
2.1 China's general economic environment.13
2.2 The Chinese financial system and its interlinkages.14
2.3 The Chinese banking system and its reforms.16
2.4 Looking forward: What does the opening of Chinese banking
sector mean?.20
3 Wealth management in China.24
3.1 Market opportunities.25
3.1.1 Market size, growth rate and characteristics.25
3.1.2 Existing wealth management offerings.28
3.1.3 Position of local and foreign banks.30
3.2 Barriers and threats.32
3.2.1 Regulatory and legal constraints.32
3.2.2 The financial system.35
3.2.3 Chinese specialties.36
3.3 Key success factors in wealth management also for China?.38
3.3.1 Client focus and segmentation.40
3.3.2 Product innovation.45
3.3.3 Human capital.50
3.3.4 Cost management.51
3.3.5 Lessons learned from the industry.52
3.4 Conclusions.53
4 Summary.57
5
5 List of literature.59
List of figures
Figure 1: Structure of the thesis.11
Figure 2: Overview of the Chinese financial system.15
Figure 3: Overview of banking institutions in China.18
Figure 4: Development of investable assets (2001 to 2009).26
Figure 5: Wealth distribution in China (2004).27
Figure 6: Strengths and weaknesses of local and foreign banks.30
Figure 7: High entry barriers for foreign banks.33
Figure 8: Key success factors for wealth management in China.40
Figure 9: Three elements to segmentation.42
Figure 10: Map of China showing the cities with the wealthiest population .44
Figure 11: Investable assets and number of wealthy households (2004).45
Figure 12: Asset holdings of the wealthy Chinese households (2004).46
List of tables
Table 1: Macroeconomics.13
Table 2: Top 10 foreign banks ranked by number of branches in June 2006
(sub branches in brackets).20 |
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| discipline | Wirtschaftswissenschaften |
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| genre_facet | Hochschulschrift |
| geographic | China - Private Banking China (DE-588)4009937-4 gnd |
| geographic_facet | China - Private Banking China |
| id | DE-604.BV023033282 |
| illustrated | Illustrated |
| index_date | 2024-07-02T19:17:51Z |
| indexdate | 2024-07-09T21:09:27Z |
| institution | BVB |
| isbn | 9783258073361 3258073368 |
| language | English |
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| physical | 62 S. graph. Darst. 210 mm x 148 mm |
| publishDate | 2007 |
| publishDateSearch | 2007 |
| publishDateSort | 2007 |
| publisher | Haupt |
| record_format | marc |
| series2 | Publikation der Swiss Finance Institute |
| spelling | Wunderli-Ye, Haibo Verfasser aut Wealth management in China the rocky but promising road ahead Haibo Wunderli-Ye 1. Aufl. Bern ; Stuttgart ; Wien Haupt 2007 62 S. graph. Darst. 210 mm x 148 mm txt rdacontent n rdamedia nc rdacarrier Publikation der Swiss Finance Institute 323 : 20. Lehrgang 2006 - 2007 Zugl.: Zürich, Swiss Finance Inst., Diplomarbeit, 2006/2007 Privatkundengeschäft / Vermögensverwaltung / China Private Banking (DE-588)4833663-4 gnd rswk-swf China - Private Banking China (DE-588)4009937-4 gnd rswk-swf (DE-588)4113937-9 Hochschulschrift gnd-content China (DE-588)4009937-4 g Private Banking (DE-588)4833663-4 s DE-604 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=016237096&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Wunderli-Ye, Haibo Wealth management in China the rocky but promising road ahead Privatkundengeschäft / Vermögensverwaltung / China Private Banking (DE-588)4833663-4 gnd |
| subject_GND | (DE-588)4833663-4 (DE-588)4009937-4 (DE-588)4113937-9 |
| title | Wealth management in China the rocky but promising road ahead |
| title_auth | Wealth management in China the rocky but promising road ahead |
| title_exact_search | Wealth management in China the rocky but promising road ahead |
| title_exact_search_txtP | Wealth management in China the rocky but promising road ahead |
| title_full | Wealth management in China the rocky but promising road ahead Haibo Wunderli-Ye |
| title_fullStr | Wealth management in China the rocky but promising road ahead Haibo Wunderli-Ye |
| title_full_unstemmed | Wealth management in China the rocky but promising road ahead Haibo Wunderli-Ye |
| title_short | Wealth management in China |
| title_sort | wealth management in china the rocky but promising road ahead |
| title_sub | the rocky but promising road ahead |
| topic | Privatkundengeschäft / Vermögensverwaltung / China Private Banking (DE-588)4833663-4 gnd |
| topic_facet | Privatkundengeschäft / Vermögensverwaltung / China Private Banking China - Private Banking China Hochschulschrift |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=016237096&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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