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Research On The Transformation Path And Effect Of Wealth Management Of Securities Firms

Posted on:2023-10-31Degree:MasterType:Thesis
Country:ChinaCandidate:H S JiangFull Text:PDF
GTID:2569306806469364Subject:Finance
Abstract/Summary:PDF Full Text Request
The brokerage business of domestic securities companies is mainly based on commission income,and the homogeneity is serious.The current commission rate continues to remain low,and the brokerage business is facing severe challenges.With the sustained and rapid development of my country’s economy and the rapid growth of total social wealth,residents’ investment and wealth management needs have gradually increased,and the wealth management industry has ushered in a golden window for development.Therefore,the wealth management transformation of the domestic securities industry also started in 2010.In 2010,H Securities Company took the lead in implementing wealth management transformation in the securities industry,formulated and implemented forward-looking major development strategies for the transformation of wealth management empowered by Internet and Fintech,and actively explored dual wealth management platforms “Zhang Le Cai Fu Tong” and “Aorta”.The interoperable “people + platform + product”service model continuously improves the level of platform-based services,strengthens digital operation and management capabilities,and creates a multi-dimensional and intelligent wealth management service system.Focusing on the service model of “people + platform + product”,H Securities Co.,Ltd.has made efforts in three aspects: investment advisory team building,service platform building,and product system building,and has achieved fruitful wealth management transformation results,becoming a leading domestic leader in China.The transformation of wealth management in the securities industry.benchmark.At present,the overall wealth management transformation of domestic securities companies is in the initial stage,and there is still a big gap between the development level of wealth management business in mature markets in the United States.The wealth management transformation of domestic securities companies is still in the early stage of exploration and practice,and there are few successful cases.
Keywords/Search Tags:Securities company, Wealth management, Fund investment advisor, Transformation effect
PDF Full Text Request
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