本文以國內某個案銀行為例，進行顧客財富管理調查，藉此瞭解該行顧 客對財富管理的投資資訊來源、投資屬性、風險承受程度及獲利情形。同時， 也得知顧客對該行財富管理服務的滿意度。在品牌形象、服務品質、知覺價 格與顧客滿意度的關係檢定中，本文的檢定結果一致性地發現：H1:品牌形象 與顧客滿意度有顯著的正向關係、H2:服務品質與顧客滿意度有顯著的正向關 係。H3:品牌形象與服務品質有顯著的正向關係。H4:知覺價格對顧客滿意度 有顯著的正向關係。H5:顧客的滿意度對顧客忠誠度有顯著的正向關係。這結 果有助於該行未來在財富管理業務推展及銀行整合性行銷的建構。 This study investigate the customer wealth management and understand the source of investment information, investment attribute and risk tolerance and profit-making based on a case study of X-bank. In addition, we also can understand the customer satisfaction of wealth management service. The results of the hypothesis test between brand image, service quality ,perceived price and customer satisfaction show consistently that H1: There is a positive relationship between brand image and customer satisfaction. H2: There is a positive relationship between service quality and customer satisfaction. H3: There is a positive relationship between brand image and service quality. H4: There is a positive relationship between perceived price and customer satisfaction. H5: There is a positive relationship between customer satisfaction and customer loyalty. In sum, this results will be helpful the case bank for developing wealth management and constructing the integrated marketing strategies.