Summary: | 碩士 === 國立交通大學 === 管理學院財務金融學程 === 100 === Through this paper, a comprehensive review of the existing literature had been conducted and summarized the origin of wealth management industry development, in addition, describing the core profile of industry offering wealth management services by using the content, concepts, features of wealth management business combining with the service scope of wealth management products providers.
Meanwhile, this paper also surveyed the current status of wealth distribution in the world's major regions and Taiwan area ,and tried to reveal the necessity and potential business opportunities of wealth management business.
Furthermore, this study conducted in-depth interviews with Taiwan's banking industry to discuss their wealth management businesses, and leaving a sincere and incisive comment about current situations relating to the competition and profits of wealth management business via Porter's Five Force Analysis.
Finally, this paper performed a practical analysis according to the key elements of success possessed by the global private banks as well as important issues raised among customers, industry and government.
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