A Securities Company Wealth Management Business Development Strategy Study

As investors comprehensive financial needs awakening, generalized wealth management to comprehensive financial services as the core of the mainstream of the development direction of the securities industry and the financial industry.In the brokerage commission price battle going on the market environment, A securities brokerage business a few years ago to seek traditional channel service to wealth management transformation, introduced Zhiyuan financial wealth management plan for the customer, in2011October, A company integrating R&D, investment, information management, financial, futures, international business and other departments strength and resources to set up wealth management center, providing comprehensive financial products exclusive, exclusive for high net worth clients and help customers a full range of design, realize the value of the assets.Based on the collected data and the data of A securities, securities of A wealth management operations are discussed. In this paper puts forward the question, carries on the analysis to the overseas wealth management business development strategy, has been on the A stock wealth management operations of the enlightenment, then,--the Guangfa Securities were analyzed for the first wealth management business in china. Then, this paper carries on the PSET analysis, Potter five forces model analysis, SWOT of A securities wealth management operations, a comprehensive analysis of the macro environment, A securities is currently conducting wealth management business is facing the industry environment, the internal and external conditions, and put forward in A securities wealth management business of the SWOT portfolio strategy. In the above analysis, this paper put forward the market positioning for the development of A stock wealth management business, and according to the six aspects of service platform, customer segmentation, products, services, personnel, channel cooperation put forward specific development strategies, at last, this paper puts forward measures for ensuring the development of wealth management business.