浅析中国财富管理机构竞争格局及未来展望  

Analysis on the Competition Pattern and Prospect of China’s Wealth Management Institutions

作　　者：肖潇 XIAO Xiao(Shanghai Aijian Trust Co.,Ltd.Shanghai 200000)

机构地区：[1]上海爱建信托有限责任公司,上海200000

出　　处：《中国商论》2022年第5期90-92,共3页China Journal of Commerce

摘　　要：近年来,我国财富管理市场随着国民经济的发展日益繁荣。本文基于国内财富管理行业发展现状,对行业内银行、券商与基金、第三方财富管理机构、互联网平台、信托公司、保险机构等各金融机构展业特点进行了总结,分析了国内财富管理市场中各领先机构成功的关键因素,并结合我国社会经济发展趋势,对财富管理行业未来发展进行了展望。In recent years,China’s wealth management market has become increasingly prosperous with the development of the national economy.Based on the current development status of the domestic wealth management industry,this research summarizes the development characteristics of various financial institutions such as banks,security companies and funds,the third-party wealth management institutions,Internet platforms,trust companies,and insurance institutions in the industry,and the key factors for the success of leading institutions.And combined with the social and economic development trends in China,the future development of the wealth management industry is prospected.

关 键 词：财富管理 投顾 产品升级 客户分层 数字化转型 生态圈 

分 类 号：F832[经济管理—金融学]