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https://nccur.lib.nccu.edu.tw/handle/140.119/122117
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| Title: | 外部資產管理運作模式探討
A Case Study on the Operation Models of EAM |
| Authors: | 呂佳諭
Lu, Chia-Yu |
| Contributors: | 邱奕嘉
Chiu, Yi-Chia
呂佳諭
Lu, Chia-Yu |
| Keywords: | 外部資產管理模式
私人銀行
財富管理
External asset management (EAM)
Private bank
Wealth management |
| Date: | 2018 |
| Issue Date: | 2019-01-23 13:41:52 (UTC+8) |
| Abstract: | 在歷經金融危機的十年後，市場經濟狀況的改善有助於全球財富規模大幅度提升，而亞太地區更成為全球私人財富成長最強勁的區域。然而由於各國對金融業監管日趨嚴格、私人銀行客戶活躍率低落、技術層面、營運與作業和人才管理相關、人口流動等種種挑戰，都讓財富管理行業面對著莫大的營業獲利壓力。
本研究以外部資產管理EAM模式的破壞式創新進行研究探討，分析外部資產管理EAM及私人銀行如何在日益增加的嚴峻挑戰下彼此合作進行整合，以期達到EAM、私人銀行與客戶三方皆贏的賽局。
本文獻於第四章提供外部資產管理EAM模式 之建議，本研究藉由EAM端、私人銀行端與客戶端三個層面的交叉分析，呈現外部資產管理EAM模式的具體優勢，並據此提供建設性意見，以滿足越來越多高端客戶趨向多元化的理財需求，並對瞬息萬變的財富管理市場提出有遠見的營運計劃。
The worldwide economic situation has been improved significantly after 10 years followed by the Financial crisis of 2008-2009, which has also resulted in a greater scale of wealth management market, and Asia Pacific is the major area with the most stronger growth in terms of private fortune in the world. However, the wealth management industry has been facing the huge pressure of gaining revenue due to stricter regulations raised in all countries, lower active private bank clients, frequent people movement and a variety of challenges, such as operations, technologies and talents.
The thesis aims to probe into the disruptive innovation of the operation mode of External Asset Management (EAM) by studying how EAM company integrates with private bank to provide total solutions to meet client’s different needs so that they could achieve the win-win situation together in the whole market.
My suggestions for the operation mode of EAM has been provided in the chapter 4. The cross analysis result among EAM company, private bank and client not only points out the concrete advantages of the operation mode of EAM, but also offers valuable recommendations in which I believe it would meet the high-end client’s various demands of wealth management as well as delivery a visionary business plan to the market in a rapid substantial change. |
| Reference: | 中文文獻
1. EAM：私人银行新模式
原文網址：http://finance.sina.com.cn/money/roll/20150918/171723289423.shtml
2. 他山之石：從新加坡私人銀行見國內行業發展
原文網址：https://kknews.cc/zh-tw/finance/p8pmr4z.html
3. 高端財富管理趨勢 私人銀行
原文網址：https://news.cnyes.com/news/id/4157963
4. 私人銀行應抓住財富管理的「牛鼻子」
原文網址：https://kknews.cc/zh-tw/finance/899ljj4.html
英文文獻
1. BCG(THE BOSTON CONSULTING GROUP), (2018), Global Wealth 2018 SEIZING THE ANALYTICS ADVANTAGE
2. CREDIT SWISS, (2017), Swiss External Asset Managers Industry Report Management Summary
3. SYNPULSE, (2017), External Asset Managers in Singapore and Hong Kong – addressing custodian banks’ challenges on EAM service offering
4. UBS, (2017), EXTERNAL ASSET MANAGERS IN ASIA
NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR
5. SHIKA MOOKERJEE, (2017), Private bank fees more negotiable than ever |
| Description: | 碩士
國立政治大學
經營管理碩士學程(EMBA)
105932137 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0105932137 |
| Data Type: | thesis |
| DOI: | 10.6814/THE.NCCU.EMBA.016.2019.F08 |
| Appears in Collections: | [經營管理碩士學程EMBA] 學位論文
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