ResearchMoz

Emerging Opportunities in the Chinese Wealth Management Industry: Market Size, Strategies, Products and Competitive Landscape

BRICdata
Published Date » 2012-06-18
No. Of Pages » 75
     
 
  Synopsis  
   
 
 
  The report provides detailed market analysis, information and insights, including:  
   
 
 
 
 In-depth analysis of wealth management strategies adopted by banking and financial institutions in China 
 How companies in China are adopting marketing strategies to succeed in the wealth management industry  
 Key trends and drivers supporting the growth of the wealth management industry in China 
 Challenges faced by companies in the Chinese wealth management industry 
 Company-wise analysis of marketing strategies and product offerings in the wealth management industry 
 
 
     
  Summary  
  
 
     
 Chinas GDP recorded strong annual growth of 9.5% in 2011, growth that is expected to continue over the forecast period. This...
Table Of Content

1 Executive Summary

2 Chinese Wealth Management Market Environment
2.1 Macroeconomic Fundamentals
2.1.1 GDP at constant prices
2.1.2 Inflation rate
2.1.3 Annual disposable income
2.1.4 Shanghai Stock Exchange market capitalization
2.1.5 Interest rate
2.2 Regulatory Framework
2.2.1 Banking regulations
2.2.2 Wealth management and related norms
2.2.3 Regulatory framework on hedge funds

3 Market Size and Growth Potential of Chinese Wealth Management
3.1 Market Size of Chinese Wealth Management by HNWIs
3.1.1 High-net-worth-individuals (HNWIs)
3.1.2 Ultra-high-net-worth-individuals (UHNWIs)
3.1.3 The core high-net-worth individuals (core HNWIs)
3.2 HNWI Investments by Asset Class
3.2.1 Investment trends in liquid assets equity, fixed income and cash deposits
3.2.2 Investment trends in cash and deposits
3.2.3 Trends in alternative assets
3.2.4 Investments in real estate
3.2.5 Investment trends in equity
3.2.6 Trends in art, wine and automobiles

4 Wealth Management Services in China
4.1 Portfolio Management and Portfolio Rebalancing
4.1.1 Bank of China wealth management
4.1.2 China Merchant Bank (CMB) Sunflower financial management planning service
4.1.3 Standard Chartered Banks investment services
4.2 Trusts and Estate Planning and Management
4.2.1 China Banking Corporations estate planning services
4.2.2 Weir & Associates trust and planning company
4.3 Private Banking and Financing
4.3.1 ICBC Private Banking Services
4.3.2 China Merchant Banks Sunflower VIP service
4.3.3 CitiGold private banking
4.4 Investment Management and Advisory
4.4.1 ICBC Perfect Match wealth management product
4.4.2 Bank of Chinas Zhongyinjifu wealth management investment plan

5 Trends and Growth Drivers
5.1 HNWIs Shifting Investments from Residential Real Estate as Regulations Cool the Market
5.2 Tax Optimization Products Are Not Currently in High Demand
5.3 Increasing Number of HNWIs in China Presents Significant Business Opportunities
5.4 Real GDP Growth Rate
5.5 Chinese Wealth Management Customers are Shifting to Professional Institutions
5.6 Money Lenders are Shifting Their Focus to Wealth Management Products
5.7 Increasing Number of Wealth Management Institutions in the Chinese Market
5.8 Emergence of Offshore Wealth Management in China
5.9 Chinese HNWIs Are Using Multiple Wealth Management Institutions

6 Marketing and Growth Strategies of Chinese Wealth Management Service Providers
6.1 Providing Personalized Investment Services
6.2 Online Wealth Management Services
6.3 Mobile Application for Wealth Management Services
6.3.1 Bank of Chinas mobile investment management application
6.3.2 Bank of Beijing iPhone application for marketing
6.3.3 ICBC exclusive mobile banking wealth management products
6.4 Product Diversification
6.5 Partnering with Assets Management Companies
6.6 Utilizing Social Media to Interact With Customers
6.6.1 Chinese banks are using social media platforms to build strong relationships with their customers

7 Strategies to Succeed in the Chinese Wealth Management Industry
7.1 Effective Customer Segmentation
7.2 Building an Effective Distribution Strategy
7.3 Brand Building
7.4 Identifying Customer Needs to Increase Share of Wallet
7.5 Building Core Competencies
7.6 360 Degree View of Investment

8 Challenges
8.1 Underdeveloped Wealth Management Products
8.2 Lack of Expert Professionals in Wealth Management
8.3 Complicated and Cumbersome Tax System
8.4 Complex Regulatory Structure
8.5 Move Away From Self Management
8.6 Demand for Intergenerational Wealth Transfer and Younger Clientele
8.7 Philanthropy

9 Competitive Landscape
9.1 Industry Structure
9.2 Wealth Managers and Private Banks
9.2.1 Public sector banks
9.2.2 Wealth managers
9.2.3 Private-sector banks
9.2.4 Foreign banks and MNCs
9.2.5 Joint ventures

10 Company Profiles
10.1 Bank of China
10.1.1 Company overview
10.1.2 Business segmentation
10.2 Agricultural Bank of China Limited
10.2.1 Company overview
10.2.2 Business segmentation
10.3 China Construction Bank Corporation
10.3.1 Company overview
10.3.2 Business segmentation
10.4 China Merchants Bank Company Limited
10.4.1 Company overview
10.4.2 Business segmentation
10.5 Ping An Insurance (Group) Company of China Ltd
10.5.1 Company overview
10.5.2 Business segmentation
10.6 Non-Banking Investment Management Companies in China
10.6.1 China Asset Management (ChinaAMC)
10.6.2 Credit Suisse China
10.6.3 China CITIC Bank

11 Appendix
11.1 About BRICdata
11.1.1 Definitions
11.1.2 Areas of expertise
11.2 Methodology
11.3 Disclaimer

List of Tables


Table 1: Chinese GDP at Constant Prices (US$ Billion), 20072016 (Base Year 19992000)
Table 2: Chinese Inflation Rate (%), 20072016
Table 3: Chinese Annual Disposable Income (US$ Billion), 20072016
Table 4: Chineses Shanghai Stock Exchange Market Capitalization (US$ Trillion), 20072011
Table 5: China Central Bank Interest Rate Fluctuations (%), September 2009 July 2011
Table 6: Chinese HNWIs Volume by Wealth Bands, 20072011
Table 7: Chinese HNWIs Volume by Wealth Bands, 20072011
Table 8: Chinese HNWIs Volume by Wealth Bands, 20122016
Table 9: Chinese HNWIs Volume by Wealth Bands, 20122016
Table 10: Chinese HNWIs Value by Wealth Band (US$ Billion), 20072011
Table 11: Chinese HNWIs Value by Wealth Band (US$ Billion), 20122016
Table 12: Chinese UHNWIs Volume by Type of UHNWI, 20072011
Table 13: Chinese UHNWIs Volume by Type of UHNWI, 20122016
Table 14: Chinese UHNWIs Value by Type of UHNWI (US$ Billion), 20072011
Table 15: Chinese UHNWIs Value by Type of UHNWI (US$ Billion), 20122016
Table 16: Chinese Core HNWIs Volume by Type of Core HNWI, 20072011
Table 17: Chinese Core HNWIs Volume by Type of Core HNWI, 20122016
Table 18: Chinese Core HNWIs Value by Type of Core HNWI (US$ Billion), 20072011
Table 19: Chinese Core HNWIs Value by Type of Core HNWI (US$ Billion), 20122016
Table 20: Chinese HNWI Liquid Asset Composition (%), 20072016
Table 21: Chinese HNWI Trends of Investments in Alternative Assets (US$ Billion), 20072011
Table 22: Chinese HNWI Trends of Investments in Alternative Assets (US$ Billion), 20072011
Table 23: Chinese HNWI Alternative Asset Composition (%), 20072016
Table 24: Chinese Real GDP Growth Rate (%), 20072016
Table 25: ChinaAMC: Main Services
Table 26: Credit Suisse China: Main Services
Table 27: CITIC Bank Corporation Limited: Main Services
Table 28: Definitions

List of Figures


Figure 1: Chinese GDP at Constant Prices (US$ Billion), 20072016 (Base Year 19992000)
Figure 2: Chinese Inflation Rate (%), 20072016
Figure 3: Chinese Annual Disposable Income (US$ Billion), 20072016
Figure 4: Chineses Shanghai Stock Exchange Market Capitalization (US$ Trillion), 20072011
Figure 5: China Central Bank Interest Rate Fluctuations (%), September 2009 July 2011
Figure 6: Chinese Wealth Management Industry Customers HNWI Composition
Figure 7: Chinese HNWIs Value by Wealth Band (US$ Billion), 20072011
Figure 8: Chinese HNWIs Value by Wealth Band (US$ Billion), 20122016
Figure 9: Chinese HNWIs Regional Distribution (% Share), 2011
Figure 10: Chinese HNWIs Regional Distribution Key Regions, 2011
Figure 11: Chinese UHNWIs Volume by Type of UHNWI, 20072011
Figure 12: Chinese UHNWIs Volume by Type of UHNWI, 20122016
Figure 13: Chinese UHNWIs Value by Type of UHNWI (US$ Billion), 20072011
Figure 14: Chinese UHNWIs Value by Type of UHNWI (US$ Billion), 20122016
Figure 15: Chinese UHNWIs Regional Distribution (% Share), 2011
Figure 16: Chinese Core HNWIs Volume by Type of Core HNWI, 20072011
Figure 17: Chinese Core HNWIs Volume by Type of Core HNWI, 20122016
Figure 18: Chinese Core HNWIs Value by Type of Core HNWI (US$ Billion), 20072011
Figure 19: Chinese Core HNWIs Value by Type of Core HNWI (US$ Billion), 20122016
Figure 20: Asset Class Composition (% Share), 20072016
Figure 21: Chinese HNWI Liquid Asset Composition (US$ Billion), 20072016
Figure 22: HNWIs Investment in Cash and Deposits (US$ Billion), 20072016
Figure 23: Chinese HNWI Trends of Investments in Alternative Assets (in US$ Billion), 2007-2011
Figure 24:Chinese HNWI Trends of Investments in Alternative Assets (in US$ Billion), 20122016
Figure 25: Chinese HNWI Investment in Real Estate (US$ Billion), 20072016
Figure 26: Chinese HNWI Investment in Equities (US$ Billion), 20072016
Figure 27: Mercedes-Benz and Porsche* Cars Unit Sales in Chinese Market
Figure 28: Wealth Management Services In China
Figure 29: Chinese Wealth Management Trends and Growth Drivers
Figure 30: HNWI Growth Factor Correlation, 2007-11
Figure 31: PICC Social Media Platform on Weibo.com
Figure 32: Strategies to Succeed in the Chinese Wealth Management Industry
Figure 33: A Unified View of Customer Investment
Figure 34: Challenges in Chinese Wealth Management
Figure 35: Chinese Wealth Management Industry Structure
Figure 36: Major Companies in Chinese Wealth Management Industry

Upcoming Reports:

Specialty Films Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2012 - 2018
By - Transparency Market Research
Specialty films are known to have high tensile strength and act as a protective shield owing to which it is utilized in various sectors. Growing importance of bio-based polymers, economic growth of BRIC countries are some of the factors that have been driving the market for specialty films. The specialty films market is primarily focused on materials such as polyesters, nylons, polyolefin-based films such as Ethylene vinyl alcohol (EVOH) and polyvinylidene chloride (PVdC), polycarbonates, fluoropolymers and polyamides. Fluoropolymers, polyolefin-based films and nylons are the major...
Polyvinyl Butyral (PVB) Films & Sheets Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast 2014 - 2020
By - Transparency Market Research
Polyvinyl butyral (PVB) films & sheets are coatings which are made from specialty resin PVB. The resins are majorly used as raw materials for glass sheets, which is manufactured by few companies who are also involved the polyvinyl butyral sheets and films. PVB is prepared from polyvinyl alcohol by reaction with butyraldehyde with major applications in automobile windshields. Sheets and films made from PVB have a number of properties such as transparency, impact resistance, high tensile strength, and elasticity that make it appropriate for manufacturing safety glass. Through its ester,...
HVDC Technology Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast, 2013 - 2019
By - Transparency Market Research
The majority of the world’s transmission systems and electrical grids have been made using alternating current. However in recent times, direct current (DC) lines are gaining significant market share in the overall integrated power grids of the world. Primarily being used are High Voltage Direct Current (HVDC) lines to transmit power over long distances. Due to the inherent nature of direct current, HVDC systems allow regional power grids to be connected asynchronously which eliminate many outage causing grid stability issues. HVDC power transmission systems use direct current for...

Research Assistance

We will be happy to help you find what you need.
Please call us or write us:

866-997-4948 (Us-Canada Toll Free)
Tel: +1-518-618-1030
Email: sales@researchmoz.us
Select License type:

Share this report

Related News

Low Gas Prices Hurt Utahs Energy Industry
Dec 18, 2014  
Due to excessive petroleum on the global market, gas prices are heavily tumbling in several places of the world. This aspect could prove effective and great for consumers in most parts of the world, but it is not so for the Utah. The petroleum industry in Utah has a tough time with the state budget.  In Utah, the average gas prices have declined to around $2.64 a gallon. This has...
The 3 Dining Trend to Look Out For in 2015
Dec 17, 2014  
Dining is a vibrant, dynamic subject. You can never set down a list of definitive rules for it, and since it depends on our own fickle taste, it is always subject to drastic changes and welcoming to new trends. Here’s a list of dining trends that are on the cusp of becoming mainstream and will surely make that step up in the coming year. 1. Increasing Acceptance of Technology:...
Bolivian Air Force Receives the Super Puma Helicopters
Dec 16, 2014  
It was declared by the Airbus Helicopters that the Bolivian Air Force was the recipient of second of the six Airbus AS332 C1e Super Puma helicopters. The Super Pumas are generally used for several internal security missions and counter narcotics. The rest of the four helicopters will start operating from the year 2016. In late 2013, the light medium helicopters were purchased by the FAB for...
Leaked Emails Prove to be Challenging for Sony
Dec 15, 2014  
It has been revealed via leaked emails that there exists a cultural gulf between Sony Pictures Entertainment, the Hollywood subsidiary on the one hand and Japan’s Sony Corp on the other. This poses a major challenge to the CEO Kazuo Hirai to bring about positive changes in the loss making company under the One Sony slogan.  Over the past six years, this has been the fifth...
British Construction Firms to Hire More by 2015
Dec 10, 2014  
As per the latest survey carried out by Manpower, increasing workload in Britain’s construction industry is calling for rise in employment opportunities. It is expected that in the coming year, various construction firms will be on a hiring spree. Paucity of trained and skilled workers in U.K. based building firms has led to greater focus on hiring of Portuguese bricklayers at a wage...