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    Please use this identifier to cite or link to this item: http://ir.lib.ncu.edu.tw/handle/987654321/63902

    Title: 臺灣財富管理業務競爭優勢個案分析-以中國信託銀行與台灣花旗銀行為例
    Authors: 李傳醮;Lee,Chuan-chiao
    Contributors: 管理學院高階主管企管碩士班
    Keywords: 私人銀行;競爭優勢;財富管理;Competitive Advantage;Private Banking;Wealth Management
    Date: 2010-01-11
    Issue Date: 2014-05-08 15:36:14 (UTC+8)
    Publisher: 國立中央大學
    Abstract: 財富管理業務,源自十七世紀之英國,彼時稱為私人銀行業務,而後大興於二次世界大戰的中立國瑞士,發展出一套服務高資產客戶的銀行經營模式。
    ;Wealth management services were originated from the UK at the 17th Century, and it was called as "private banking " at that time. It was greatly prospered after the World War II at the neutral country- Switzerland, where developed a bank business model to provide a set of services for high net worth individuals.
    Due to the global wealth accumulation in recently years, and banking industry wished to expand business to provide services for newly risen wealth customers, in order to satisfied their wealth management, investigation and tax organization, "wealth management services" become a common term and derived many related financial service products.
    Since 1991, Taiwan government open for establishing new banks, the competition of banking industry became very high. Cutting price to gain business among banks resulting the margin for administering traditional deposits and lending is getting narrower and reduce profits. Therefore, charging service fee's wealth management services quickly became local banks' best favorite business, which could increase profit and improve financial structural of the bank.
    For the purpose of understanding wealth management service's strength and its operating strategies, this study used Chinatrust commercial bank and Citi Bank as samples for cases analysis. The former one has the biggest Taiwan market share rate in terms of wealth management business, and the later one is the pioneer and leader of this service.
    Through this study, we would like to understand their competitive advantages of wealth management business strategy, we hope this document may provide a reference guide to peers for those who in the banking industry.
    This study's important findings are:
    (1) The past (AUM) business model would change to become customers needs oriented service style.
    (2) Wealth management services have to focus on customer tailor-made , professionalism and differentiation.
    (3) Keeping relationships with customers, migration of old customers and acquisition of new customers, are main strategies for operating wealth management services currently
    Appears in Collections:[高階主管企管(EMBA)碩士班] 博碩士論文

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