Study On The Development Strategy Of Hangzhou Jujing Wealth Management Limited

Private wealth management industry is the new industry China economic and financial development,has a history of hundreds of years of development has been in Europe and other developed countries,there are more than ten years in the process of development of Chinese,by the end of 2016 Chinese high net worth individuals can the overall scale of investment assets reached 165 trillion yuan.China's private wealth market grew five times in ten years,continuing to release considerable growth potential and huge market value.The effect of The Belt and Road,entrepreneurship and innovation continue to further boost,regional development,regional distribution of population of high net worth is more balanced.Along with the economic development of ten years,the population of high net worth wealth more yuan,succession and innovation to promote the further differentiation of population structure,their investment behavior is also showing the characteristics of more mature attitude,a broader vision,more long-term considerations ".The wealth goal of the high net worth crowd is more mature,the awareness of asset allocation is enhanced,and the cognition and reflection of the wealth inheritance needs are more thorough.First of all,wealth goals evolved from early "creating more wealth" into "wealth protection" and "heritage of wealth" as the primary consideration.Second,the asset allocation is more rational and more open,and the dialectical understanding of risk makes the high net worth crowd no longer limited to traditional investment varieties,and begin to pay more attention to and try alternative investment products.Thirdly,considering the risk of diversification and the opportunity to capture the investment market,the proportion of people with overseas allocation has been increasing,and the proportion of offshore assets allocation per capita has been stable in recent years.Finally,the heritage of wealth has become a hot spot,high net worth people generally recognized the needs of the heritage of material wealth,and gradually recognized the spirit of wealth inheritance and the need for enterprise heritage design.In the future,Chinese private wealth market growth momentum,the market capitalization of the birth of the new money,new wealth will continue into the new industry,the proportion of entrepreneurs and Jinling crowd will continue to rise;the population of high net worth wealth inheritance will further enhance the consciousness,part of the family began to consider the overall planning of family governance;the high net worth population of digital means the more familiar and gradually accepted,financial technology will also depth into the private banking and wealth management services.Wealth management institutions should identify their own position,clear goals and its products,service demand of clients,the core competence construction clearly differentiated competition pattern and the corresponding,avoid blind pursuit of large and full coverage strategy.Only take advantage of the opportunity,starting from the core needs of customers,and actively create competitive mode and core competence,comprehensive financial services platform to strengthen the inside and outside linkage,wealth management institutions in order to win the long-term customer trust,talent shows itself in the fierce competition in the market.How to seize the huge market opportunities,overcome the threat of competition,and achieve rapid development,the main problem is the current Hangzhou Jujing wealth management limited.This paper takes Hangzhou Jujing Wealth Management Limited as the main research object,using strategic management theory and analysis tools,make a systematic study on the development situation,the whale wealth development strategy in the company of the status quo and existing problems and solutions.At the same time,combined with the development trend of future China wealth management market,constructing the development direction of Hangzhou Jujing wealth strategy,introduces the contents and methods of the research background and significance of the topic,as well as the literature and basic theory related to the development of wealth;secondly whales were introduced,the main reasons and summarizes and analyses the problems faced in the development of enterprises furthermore,the;based on whale wealth of external environment and internal environment analysis,the key elements of developing strategic environment recognition,the selection strategy for whale wealth portfolio through SWOT analysis tools;and then develop the strategic goal of Hangzhou Jujing Wealth Management Limited and the selection of development strategy,and the implementation way of development the strategy and implementation of security research;finally,in the conclusion of this paper is to explain,And the whale wealth development strategy outlook.