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    題名: 中國大陸金融市場之財富管理經營策略臺灣地區 : 以SP銀行為例
    其他題名: Analysis of wealth management strategy for financial market in China : a case study of sp bank
    作者: 鄭聰敏;Cheng, Tsung-min
    貢獻者: 淡江大學國際貿易學系國際企業學碩士在職專班
    林江峰;Lin, Chiang-fang
    關鍵詞: 大陸金融市場;台資銀行;財富管理;經營策略;競爭策略;Financial market in China;Bank;wealth management;Business Strategy;Competition Strategy
    日期: 2009
    上傳時間: 2010-01-11 01:43:49 (UTC+8)
    摘要: 目前台灣的金融機構已超過450家,有明顯過度競爭的現象,再加上企業對外投資不斷成長,企業金融的業務日益委縮。根據金管會的統計,2007年台灣金融業產值占GDP比重已超過10%,為10.4%,如進一步發展金融業,對台灣經濟的發展有相當的影響。
    隨著中國大陸的經濟快速發展,使得中國人民的所得大幅提高,更帶動了整個亞洲經濟的起飛,也造就了更多亞洲「新富階級」的產生。向來只提供高資產族群服務的私人銀行亦積極的到亞洲來佈局,提高市場佔有率,顯示出亞洲的高資產族群已形成經濟規模。在過去,由於亞洲的中產階級希望能早日達到高資產族群的生活水準,並以有限的資源創造倍數的財富,導致了財富管理業務的誕生,但是當資產達到相當規模之後,他們的需求轉變為資產的保值與轉移。以管理費基礎模式而言,如何滿足高資產客戶的資產管理與效能是財富管理業務主要的重點。故本研究運用SWOT分析在大陸發展財富管理業務的利基何在。
    本論文共分五章,第一章主要為序論。第二章為文獻探討。第三章為中國大陸整體投資環境之分析。第四章為個案分析。第五章為結論與建議,藉由整合前面章節的重點,找出台灣銀行業本身的利基點所在,並選出台灣銀行業者在大陸發展財務管理業務的最佳策略。
    At present, the number of financial institutions in Taiwan has surpassed 450, which are in excessive competition. In addition the foreign investment enterprises unceasingly grow, and corporate finance services shrink day by day. According to the statistics of the Financial Supervisory Commission, the Taiwan financial industry GDP proportion output value to surpass 10% in 2007.
    With the rapid development of China’s economy, Chinese people’s incomes have became higher, and China’s economy has driven the whole of Asia economy to take off. There are many people called '' the new rich class '' in Asia recently. Hence, the private banks only providing service for high assets groups have entered Asia’s market positively and enhanced the occupation rate of the market to show that high assets group of Asia have already been economic scale. In the past, because the middle class of Asia wished to reach the living standard of the high assets group, they must use limited resources to create a multitude of wealth. Because of these reasons, wealth management was appeared. When their wealth reached to a larger scale, their needs of wealth became value preserving and asset transforming. As far as administration expense is concerned, how to use wealth management to meet high asset customers’ demands in asset management is the key point of this thesis. This thesis uses the SWOT analysis to analyze where the niche of wealth in China is.
    This thesis is divided into five chapters. Chapter one is the Preface. Chapter two is the Literature Review. Chapter three is the Analysis of the whole of China’s investment environment. Chapter four is the Case study. Chapter five contains Conclusions and Suggestions. By Integrating the above Chapters, we can find where the niche of Taiwanese bank is and choose the best entry strategy of wealth management in China for Taiwanese banks.
    顯示於類別:[國際企業學系暨研究所] 學位論文

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