青岛财富管理中心的特色化发展与经验辨识

Research on the Characteristic Development of Qingdao Wealth Management Center and Relevant Experience

研究青岛市财富管理中心的特色化发展路径有其紧迫性和重要性。三年来青岛财富管理中心建设取得一定成效,但仍面临国内外其他城市的激烈竞争、特色化发展不足等问题。青岛市财富管理中心发展的重点领域在于:市场和产品建设,外向型、普惠型、养老型"三大本土优势",全新监管框架建设。围绕重点领域,采取机构聚集、模式创新、人才建设等措施有力推动财富管理中心建设。

It is urgent to study the characteristic development path of Qingdao Wealth Management Center. In the past three years, some success has been achieved in the construction of Qingdao Wealth Management Center, but it still faces such problems as fierce competition from other cities and lack of characteristic development. The development of Qingdao Wealth Management Center is focused on these areas： market and product construction, foreign-oriented wealth management, inclusive wealth management, old-age wealth management and a new regulatory framework construction. As for the key areas, we should take measures to promote the construction of the wealth management center through concentration of institutions, mode innovation and human resource building.