The Style of the investment of Banking Wealth Management Clients

• Main Authors: Hui-Mei Lin, 林惠美
• Other Authors: 董澍琦
• Format: Others
• Language: zh-TW
• Published: 2007
• Online Access: http://ndltd.ncl.edu.tw/handle/14644005071918717953

碩士 === 國立中興大學 === 高階經理人碩士在職專班 === 95 === From 1987 '' honored guest manage money matters '' concept bring into Asia begin, after the money of Taiwan accuses of the third reading of the law to adopt Citibank, it was whole and eliminate that the financial institution launched a succession of, add the environmental shaping of the depression and aging of population of development in economy after the foam of the network, the era of the meagre profit is opened gradually, and a large amount of of cash card expands the bad debt that business produce, create wealth of commission income manage business lay down right to become Taiwan financial golden pheasant mother of industry! Since bubble of the network of the second season of 2000 investors'' investment psychology has produced some changes, let structural formula bond wait derivative financial goods born because of answering too. From probe into bank wealth manage investment behavior of customer can help bank find out for different investor of attribute suitable products and investor is it is it finish money to offer to comprehend too Produce the importance disposed. This thesis hopes to carry on questionnaire investigation specially to the reason of wealth management of six banks in the middle part, about 400 above customers, then the investment behavior of understanding wealth and managing the customer looks for the influence which invest the goods on the bank, and domestic every bank develops the attempt heart of management of wealth.