国际财富管理的模式及经验借鉴

Research on the Models and Experience of International Wealth Management

财富管理这一行业起源于欧洲,发展在美国及各个新兴市场,还形成了瑞士、新加坡等国际财富管理中心,然而财富管理业务在我国却刚刚起步,处在快速发展的初级阶段。在此背景下,文章归纳与精要概述了国际财富管理模式及发展历程,并借此讨论了我国财富管理的现状及与国际财富管理主流模式的差异,据此初步构建具有中国特色财富管理模式的发展模式。

The wealth management industry originated from Europe and developed pretty well in America and the emerging markets, forming the International Wealth Management Center in some countries such asSwitzerland and Singapore. However,the wealth management business in China is still in the initial stage of rapid development. In this situation, the article concludes and overviews the models of internationalwealth management and its development. The present situation of wealth management in China and the differences with the mainstream of international wealth management model is discussed to build a wealth management model with Chinese characteristics.