| dc.description.abstract | Taiwan’s economic and financial markets have experienced dramatic changes in recent years. Before the enactment of the Financial Holding Company Law, the financial industries were not allowed to operate their businesses across different industries. After the removal of legal restrictions, financial holding companies are able to have insurance, banking, securities, investment trust, investment consulting and futures operations to utilize synergies. In order to enhance the management abilities of the financial system, providing universal wealth management services will be an inevitable trend. Amid the fierce competition, how to retain the market share of wealth management and to create more revenues has become the primary goals of bank holding companies.
This research intends to undertake a case analysis of the development of wealth management by a bank. Under the framework of balanced scorecards, the four aspects of finance, customer, internal procedure and growth learning are utilized to explore the prospect, strategy and value of the subject bank.
The research results show that the subject bank has appropriate strategic positioning in accordance with the guidance underpinning the prospect in the development of wealth management. The performance thereof has manifested in the steady increase of the volume of cross-selling. Although the subject bank was a late entrant in wealth management business, it has outperformed other banks in recent years. Its future development will continually concentrate on innovative processes and create intelligence assets as focal points for developing wealth management so as to maintain its competitive advantages. | en_US |