| dc.contributor.advisor | 邱奕嘉 | zh_TW |
| dc.contributor.advisor | Chiu, Yi-Chia | en_US |
| dc.contributor.author (Authors) | 呂佳諭 | zh_TW |
| dc.contributor.author (Authors) | Lu, Chia-Yu | en_US |
| dc.creator (作者) | 呂佳諭 | zh_TW |
| dc.creator (作者) | Lu, Chia-Yu | en_US |
| dc.date (日期) | 2018 | en_US |
| dc.date.accessioned | 23-Jan-2019 13:41:52 (UTC+8) | - |
| dc.date.available | 23-Jan-2019 13:41:52 (UTC+8) | - |
| dc.date.issued (上傳時間) | 23-Jan-2019 13:41:52 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0105932137 | en_US |
| dc.identifier.uri (URI) | http://nccur.lib.nccu.edu.tw/handle/140.119/122117 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 經營管理碩士學程(EMBA) | zh_TW |
| dc.description (描述) | 105932137 | zh_TW |
| dc.description.abstract (摘要) | 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。 | zh_TW |
| dc.description.abstract (摘要) | 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. | en_US |
| dc.description.tableofcontents | 第一章 緒論 1第一節 研究動機 1第二節 研究目的 2第二節 研究流程 3第二章 產業介紹 4第一節 財富管理產業介紹 4第二節 財富管理與私人銀行 7第三節 亞太區私人銀行的現況與挑戰 9第三章 外部資產管理（EAM） 12第一節 外部資產管理（EAM）內涵與歷史背景 12第二節 外部資產管理（EAM）運作模式 17一．外部資產管理（EAM）市場發展因素 17二．亞太區外部資產管理（EAM）分析 19三．外部資產管理（EAM）機構介紹 21第三節 EAM模式與私人銀行之差異與優勢 23第四章 結論與建議 27第一節 結論 27第二節 建議 30參考文獻 36 | zh_TW |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0105932137 | en_US |
| dc.subject (關鍵詞) | 外部資產管理模式 | zh_TW |
| dc.subject (關鍵詞) | 私人銀行 | zh_TW |
| dc.subject (關鍵詞) | 財富管理 | zh_TW |
| dc.subject (關鍵詞) | External asset management (EAM) | en_US |
| dc.subject (關鍵詞) | Private bank | en_US |
| dc.subject (關鍵詞) | Wealth management | en_US |
| dc.title (題名) | 外部資產管理運作模式探討 | zh_TW |
| dc.title (題名) | A Case Study on the Operation Models of EAM | en_US |
| dc.type (資料類型) | thesis | en_US |
| dc.relation.reference (參考文獻) | 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.shtml2. 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.html3. 高端財富管理趨勢 私人銀行原文網址：https://news.cnyes.com/news/id/41579634. 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 ADVANTAGE2. CREDIT SWISS, (2017), Swiss External Asset Managers Industry Report Management Summary3. SYNPULSE, (2017), External Asset Managers in Singapore and Hong Kong – addressing custodian banks’ challenges on EAM service offering4. UBS, (2017), EXTERNAL ASSET MANAGERS IN ASIANEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR5. SHIKA MOOKERJEE, (2017), Private bank fees more negotiable than ever | zh_TW |
| dc.identifier.doi (DOI) | 10.6814/THE.NCCU.EMBA.016.2019.F08 | en_US |
