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:

Gastroesophageal (GE) Junction Carcinoma Treatments Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast, 2013 - 2019
By - Transparency Market Research
Gastroesophageal (GE)junction carcinoma is a type of cancer thatdevelops between the esophagus and the tube that connects the stomach with the mouth. This type of cancer begins when carcinogens such as, alkylating agents or chemical particles enter in the esophagus or stomach. Alcohol consumption and tobacco smoking some of the major causes associated with gastroesophageal junction carcinoma.Prime symptoms of gastroesophageal junction carcinoma include weight loss, chest pain, fatigue, indigestion and dysphagia (difficulty to swallow food but comfortable with liquid). The symptoms of this...
Microwave Packaging Market - Global Industry Size, Market Share, Trends, Analysis, And Forecasts, 2012 - 2018
By - Transparency Market Research
The microwave packaging market is expected to witness stupendous growth fueled by consumer demand for foods offering ease of preparation and portability for on-the-go eating. Other important factors driving the microwave packaging market are improvements in packaging structure that allow food to be heated in the package itself and served instantly and innovations that overcome limitations of microwave ovens like browning and crisping.  Freshly prepared food application segment is expected to witness the highest gains depending on its convenience and perception of higher...
Biomarkers Market - Global Industry Size, Market Share, Trends, Analysis And Forecasts 2012 - 2018
By - Transparency Market Research
A biomarker is a gene, molecule or characteristics, by which pathogenic processes, biological processes or pharmacologic response can be evaluated or measured. They are classified on the basis of their application in different medical processes. These biomarkers help effectively in clinical decision making and thus help in diagnosing the health of a patient. In the present scenario, biomarkers are extensively used in the treatment of diseases such as cancer. The worldwide market of biomarkers is increasing tremendously due to its popularity and wide use in different...

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

Western Africa economies hit by Ebola travel ban
Aug 28, 2014  
With over 1,400 people dead due to the fatal Ebola outbreak in African countries, travel services have either banned or limited operations to the western region, severely hitting economies of the area. Budgetary resources are being utilized rapidly and economic growth has dropped by 4% as international projects and trips have been cancelled. Transport companies have cut off the region...
Fonterra Ties Up With Beingmate to Tap into China’s Baby Food Market
Aug 28, 2014  
Fonterra Co-Operative Group Ltd. will partner with Beingmate Group Co, China’s biggest infant formula manufacturer to increase its reach in the Chinese market. The New Zealand-based company makes this move with the intent to grab a bigger market share in China after it suffered many setbacks in the food-safety scandal last year.   This partnership will also help Beingmate...
Warren Buffet Helps Burger King with Tim Horton Deal
Aug 27, 2014  
Renowned investor Warren Buffet plans to finance Burger King Worldwide Inc.’s acquisition of Tim Hortons Inc., the Canadian coffee chain. Berkshire Hathaway Inc., Warren Buffet’s firm will invest through preferred shares, it is speculated. Nearly 25% of the deal’s financing would be handled by Berkshire. The precise aim for Warren Buffet’s participation is yet...
Anti-UAW Workers to Form Another Union at Volkswagen Plant
Aug 27, 2014  
Employees at the Chattanooga plant of Volkswagen AG are trying to form a union of company’s salaried and hourly workers, as a means to counter the United Auto Workers Local 42 union that was established last month.  The new union is expected to force Volkswagen in rethinking and holding another vote to determine which union is favored by hourly employees. UAV had earlier...
Fairchild Axing 15% of its Workforce with Multiple Plant Closures
Aug 27, 2014  
American semiconductor manufacturer Fairchild has said that it will be laying off nearly 15% of its global workforce following the closure of its facilities in Malaysia, Utah, and Korea. The company will cease the production of five-inch silicon from its plant in Bucheon, Korea. It will also scale down its capacity to produce six-inch wafers. The company will bring these closures into effect...