Private Wealth Management Case Study

In recent years,with the improvement of China's economic development level,the income level of residents has been increasing day by day,the number of people investing assets has been increasing,the residents' financial awareness has been strengthened and the demand for wealth management has been improved.This has led to the rapid development of China's wealth management market.Leapt to the world's second largest wealth management market.This paper,based on the family perspective,uses the combination of theory and practice to study the problem of family wealth management planning in the form of case analysis.It aims to provide the methods and ideas for the financial planning and wealth management of our family.This paper first elaborates the relevant theoretical principle of wealth management.On this basis,taking Citibank as an example to analyze the case,according to the customer's asset status,risk tolerance and wealth management objectives,Citibank's products and services are Relying on the customer family to develop a wealth management plan to help the customer to achieve its wealth management objectives.Through this case study,it shows the method and content of wealth management,and it has certain reference,demonstration and guidance for the wealth management of many Chinese families.Although China's wealth management market is developing rapidly,but China's wealth management market is still in the primary stage of development,there are still many problems and shortcomings,which is China's wealth management market development direction.This paper expounds the present situation of the current wealth management market in our country,as well as the problems and shortcomings in the development,and puts forward some countermeasures and suggestions to promote the development of our wealth management market in view of these problems.