摘要
第三方机构是独立于金融机构之外,客观评审、调研、评价各种金融产品,并挑选与客户需求相匹配的产品、提供理财规划的机构。通过对第三方财富管理机构的由来、我国第三方财富管理机构的商业模式研究及国内现存第三方财富管理机构的比较研究,得出当前我国第三方财富管理机构的发展现状,战略定位,业务的差异性,从而提出我国第三方财富管理机构发展的新方向与新机遇。
The third party is an independent financial institutions,which provides an objective assessment,research, evaluation of various financial products and pick the products that match customer needs, and provide financial plans. Based on the comparative study of the existing third-party wealth management institutions,the paper concludes the current development status of China＇ s third-party wealth management institutions, strategic positioning,business differences,which proposes the new direction of development of China＇s third-party wealth management institutions and new opportunities.
出处
《科技与管理》
2012年第4期1-3,11,共4页
Science-Technology and Management
基金
上海市教育委员会科研创新项目(12ZS135)
关键词
财富管理
第三方
金融
wealth management
third party
finance
