請用此 Handle URI 來引用此文件:
http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/18638
標題: | 香港台資銀行發展私人銀行業務之策略分析 A Strategic Analysis of Private Banking Business for Taiwanese Banks in Hong Kong |
作者: | I-Feng Hong 洪逸芬 |
指導教授: | 李存修 |
關鍵字: | 台資銀行,香港,私人銀行, Taiwanese banks,Hong Kong,Private Banks, |
出版年 : | 2014 |
學位: | 碩士 |
摘要: | 本論文主要著重於台資銀行於香港中所扮演的角色以及現今經濟及市場環境快速變化之中,如2008年金融風暴,2011年歐債危機…等,全球財富在經過這些挑戰之後仍繼續快速增長,並以不同樣貌不同區域展現私人銀行業務的發展前景,而台資銀行在發展私人銀行業務過程中是否能掌握關鍵的成功因素,包含中國及亞太市場的崛起,外資銀行的巨大挑戰,各地稅制的釐清,公司內部產品及人員的定位,以及客戶財富管理觀念的改變等等。
論文主要架構以國內外相關私人銀行參考文獻及研究報告來說明目前市場上在發展私人銀行上規模制度及進展,其次,以私人銀行在香港發展的制度及未來發展的概念比較,包含市場及政策狀況,金融深化程度,法規監管層面,客戶產品及相關需求-彈性及保密性,再來以本身所接觸十年以上業務狀況配合同業經理人多年經驗來探討私人銀行發展上所會面臨到的關鍵因素,外部環境—主管機關規範,中國以及外資台資銀行的競爭,稅制的改變…等等;內部環境—公司人員及產品定位,行銷通路,資訊平台,產品設計…等等,以客觀評估各項條件來作SWOT分析,試圖找出關鍵成功因素進行競爭力大幅改善提升。 最後,以前述各項關鍵成功因素,並分成短中長期發展出各項專案,並以歐美長期私人銀行的範本為輔,持續朝向更完善及更有效益私人銀行邁進,完整且無間的配合且達到客戶需求!! This paper mainly focuses on Taiwan-funded banks played the role of Hong Kong as well as in the current economic and market conditions rapidly changing, such as the 2008 financial crisis, in 2011 the European debt crisis ... etc. After the global wealth of these challenges continue to rapidly growth, and in different regions show different faces of the private banking business prospects, and the development of Taiwan-funded banks in the private banking business is able to grasp the critical success factors, including the great challenges of the rise of China and the Asia-Pacific market, foreign banks, clarify the positioning around the taxation of goods and people within the company, as well as changes in the concept of wealth management clients and so on. Thesis framework for domestic and foreign private bank references and studies to illustrate the scale of the current system and the progress in the development of the private banking market, and secondly, to the development of the private banking system in Hong Kong and the future development of the concept of comparison, including market and policy conditions, the degree of financial deepening, regulations regulatory level, customer demand for products and related - flexibility and confidentiality, the key to explore the development of private banks will face to come in contact with more than ten years in their own state of affairs manager with many years of industry experience factors, the external environment - the competent authority norms, foreign competition in China and Taiwan-funded banks, tax changes ... etc.; internal environment - company executives and product positioning, marketing channels, information platform, product design ... etc., to objectively evaluate each condition to make SWOT analysis, trying to identify the key success factors of competitiveness improved significantly enhanced. Finally, the critical success factors mentioned above, and is divided into short-and long-term development of the project and to model the long-term U.S. and European private banks, supplemented by continued towards better and more effective private bank forward, and with a complete and seamless meet customer demand!! |
URI: | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/18638 |
全文授權: | 未授權 |
顯示於系所單位: | 財務金融組 |
文件中的檔案:
檔案 | 大小 | 格式 | |
---|---|---|---|
ntu-103-1.pdf 目前未授權公開取用 | 1.34 MB | Adobe PDF |
系統中的文件,除了特別指名其著作權條款之外,均受到著作權保護,並且保留所有的權利。