Research On The High Net Worth Clients’ Financial Services Of The Third Party Wealth Management Institutions In China

Shanghai LeadBank Asset Management Limited Company is one of the earliest and largest private wealth management organizations in China. LeadBank is based on the high net worth clients to provide sustained and steady growth of wealth, in-depth understanding of customer needs, to help plan the wealth of the goal, the development of wealth strategy. In order to better expand the company for the domestic high net worth clients wealth management financial business, the company in the introduction and research and development of financial products to invest a lot of manpower and material resources, and to maintain a more advanced level in the industry. At the same time, although profits wealth in high net worth clients wealth management business has a certain characteristics and advantages, but with the existing large wealth management institutions and commercial banks of the high net worth of private banking business, there are still many improvements and improvements.This paper analyzes the current situation of high net worth population in China from three aspects:the characteristics of investors, the allocation of investment assets and investment risk preferences. Through the research on the development of China’s wealth management and financial market, the problems and opportunities of China’s wealth management and financial market are analyzed. At the same time, this article takes profit wealth Asset Management Limited company as an example, the specific research of our country third party wealth management organization how to better serve for high net worth clients. According to the relevant business data, the analysis of the current situation and characteristics of the high net worth population wealth management business, and put forward the future development trend of profits wealth management business. Around the profits of Wealth Management Limited, how to continue to serve high net worth clients, and put forward specific methods and paths.