||The researchers are currently engaged in wealth management professionals for over twenty years of practice areas, and for providing financial services wealth management asset allocation process, the experience of people in the pursuit of economic self-interest maximization process, often because the investors themselves for risk point of view and the cognitive, emotional or thought patterns, often become the reason he specifically interact with one of the key variables; contrary Holding institutions wealth management, wealth management because of their professionalism, motivation and company performance requirements of multiple variations, which will affect both the wealth management and customer interaction, or even affect the financial holding institution's operational performance. Operating financial holding companies are facing competition and changing regulatory requirements, this paper's major research-oriented background.|
In this study, thesis research purposes are as follows:
1 for the financial holding company status and wealth management and financial holding corporate social responsibility with the maxmun balance
2. Clarify the related adaptive to help wealth managers, except in self-motivation considerations for customers in the best interests of objective wealth planning,
To achieve the true meaning of Wealth Management , the qualitative research papers in an open-ended questions, for wealth management executives, wealth management financial planning experts, wealth management customers, visit the open-ended questionnaire.
Research findings of this paper are as follows:
1. ECFA circle of the era, Taiwan's wealth management expertise and practical experience in human resources.
The main objective of the Bank seek power. This part of the commissioner on the
future of Taiwan's financial planning and career development.
2. Financial holding company or the bank's private wealth management side
representative is a major opportunity.bank or financial holding company for the
wealth management side, the design should consider the KPI and bank profit
Clarify the objectives and performance factors driving re-factor.
3 Faced with such public information so open and fast, many investors may continue
to disrupt the signal wealth managers investment decisions, so individuals and
companies how to operate the asset allocation, wealth management to provide objective
Planning, this is the focus of future wealth management and financial holding companies, financial planning experts should be aware of the efforts.
Follow-up study suggests the following
1 The traditional financial products and simple, systematic, wealth management has
been unable to meet the increasingly diversified and international
Internationalization of the wealth management market, how to more accurately identify the creation of wealth management clients - financial holding company or bank- Financial Commissioner and other common collection point and win the main factors, should this study follow-up recommendations.
2. Financial holding companies, the mainland's financial services future, how will
Taiwan's current commissioner of the existing financial management practices by
Experience and tacit knowledge for integrated knowledge management, and design
combined with career planning, financial commissioner, then a total of
The land bank to enter the mainland China and the integration of financial resources for financial arbitrage and planning.
3. Proposed noise signal for investment in confusion, how Wealth Management exclusive customer base for the message does not symmetry of the investment decisions of game theory into research.
4 .We recommended for the wealth management, financial holding companies, drivers of business performance and profit center design, long-term short-term.
Re-assess the factors to be measured, has been in response to the current demand for wealth management clients plan features and long-established company
sustainable long road to wealth management.