| dc.description.abstract | Wealth accumulation in recent years along with the people, in addition to interest-rate environment, people looking for steady or higher income diversification and investment needs. FSC opened on September 28, 98 securities firms to handle wealth management business on trust, were engaged in wealth management business by securities industry towards a big step. 103 on August 28, the HKMA will, ′ it added securities firms handling the client specified operating range or method of collection management application service.
This research of primary purpose that is hope through rigorous of research method, from Taiwan securities industry of competition advantage analysis and not future wealth management development trend angle, future analysis and discussion Taiwan securities industry ＂wealth management＂ market of development opportunity, and to electronic questionnaire way, investors in do investment financial strategy Shi by consider factors, to visibility, and commodity of type, and electronic of capacity, and marketing capacity, and sales personnel of quality and management, and logistics personnel service quality, consider factors, From details analysis cross development out 30 problem investment people questionnaire option; electronic questionnaire recycling total 135 copies, these precious effective of questionnaire, including investors of background, and investment pipeline, and investment of amount and investment of purpose and so on, then on securities industry company scale size, and brand image, and on business wealth management of market business mode, and scale, and strategy, aspects for widely of information collected, be antibody finishing, and analysis, looking for out securities industry wealth management development of competition advantage, Of a securities industry so as to provide specific wealth management strategies and recommendations for both the securities industry and the future who wants to add reference. | en_US |