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CommonID:DIR_71006504,ID:11425930,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:651109,name:编写团队成员,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:,AbstractEN:,KeyWords:2695,29040,3648,151402,EKeyWords:,SubjectWords:,LiteratureId:11425929,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:11831849,DownCount:0,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:编写团队成员,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:编写团队成员,_RowNo:1

CommonID:DIR_71006505,ID:11425934,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:651110,name:序言 为我国财富管理提供新动力,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

自有正式GDP统计的1960年以来，全球经济增长一直呈下行趋势。看起来，这一趋势在未来还要延续一段时期，这让我们想到习近平总书记最近经常提及的一个概念，那就是全球经济遭遇了百年未有之大变局。在经济学界所接受的诸类周期中，跨度为40～60年的康德拉季耶夫周期对习近平总书记的论断给予了较完美的支持。我国提出新发展理念并将“创新发展”列在首位，是极富洞察力的战略安排

,AbstractEN:Since 1960, with official GDP statistics, global economic growth has been trending downward. It seems that this trend will continue for a period of time in the future, which reminds us of a concept often mentioned by General Secretary Xi Jinping recently, that is, the global economy has undergone unprecedented changes in a century. Among the types of cycles accepted by the economics community, the Kondratyev cycle, which spans 40 to 60 years, gives perfect support to General Secretary Xi Jinping's judgment. China puts forward new development ideas and puts "innovative development" first, which is an extremely insightful strategic arrangement.,KeyWords:2695,34661,20451,EKeyWords:2696,34663,31281,SubjectWords:,LiteratureId:11425933,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:0,DownCount:0,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:为我国财富管理提供新动力,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:为我国财富管理提供新动力,_RowNo:2

CommonID:DIR_71006506,ID:11425939,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651111,name:第一章 理财子公司,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

作为新成立的独立法人机构，银行理财子公司也面临着不少较为现实的问题，比如,合作伙伴的选择、产品的设计思路、业务发展的定位等,针对上述问题,而且还有众多的中小银行面临着出局的可能性。建议银行理财子公司未来一要借助金融业扩大开放的东风,引入外资资管机构；二要主动拥抱金融科技,并将其作为发力重点；三要大力发展净值型理财产品。

,AbstractEN:As a newly established independent legal entity, bank wealth management subsidiaries also face many more realistic problems, such as the choice of partners, product design ideas, and business development positioning. In response to the above issues, there are many small and medium-sized Banks face the possibility of being out. It is suggested that the bank's wealth management subsidiaries will first introduce foreign capital management institutions with the aid of the financial industry's expanded opening; second, take the initiative to embrace fintech and take it as the focus; and third, vigorously develop net wealth management products.,KeyWords:24906,127830,325063,24913,419116,EKeyWords:550544,300806,342265,26749,550546,SubjectWords:,LiteratureId:11425937,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_001,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:81,ShowType:putong,LogoID:0,PdfID:11425941,DownCount:42,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:银行理财子公司研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:银行理财子公司研究,_RowNo:3

CommonID:DIR_71006522,ID:11425944,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651112,name:第二章 银行系私人银行,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

国内财富管理市场始于2005年中国银监会公布的《商业银行个人理财业务管理暂行办法》,2007年各商业银行相继推出私人银行业务。事实上,已过 “金钗之年” 的银行系私人银行业务在参与机构、组织架构、业务模式、服务体系或风控体系等方面取得了一些成绩,但尚未形成专属的特色体系。本报告在简述私人银行发展梗概的基础上详述银行系私人银行的发展特点,最后做简要的发展展望。

,AbstractEN:The domestic wealth management market began in 2005 with the "Interim Measures for the Management of Commercial Banks' Personal Wealth Management Business" promulgated by the China Banking Regulatory Commission. In 2007, commercial banks successively introduced private banking services. In fact, the private banking business of the “Golden Age” has made some achievements in participating institutions, organizational structures, business models, service systems or risk control systems, but it has not yet formed an exclusive characteristic system. On the basis of a brief overview of the development of private banks, this report details the development characteristics of private banks in banking and concludes with a brief outlook for development.,KeyWords:34661,185653,32388,24924,EKeyWords:34663,193369,23547,26757,SubjectWords:,LiteratureId:11425942,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_002,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:51,ShowType:putong,LogoID:0,PdfID:11425946,DownCount:46,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:中国银行系私人银行发展研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:中国银行系私人银行发展研究,_RowNo:4

CommonID:DIR_71006534,ID:11425949,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651113,name:第三章 证券公司,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

目前,国内证券公司相继由传统的经纪业务转向财富管理业务,鉴于此,本文从发展阶段、主要特征、实践案例三个方面阐释国内证券公司从事财富管理业务的基本情况。为了便于国内证券公司探索自有的特色财富管理服务体系,本文对国际、国内证券公司国内财富管理的市场情况和主要案例做了一个梳理。文末则是相关的政策建议。

,AbstractEN:At present, domestic securities companies have successively shifted from traditional brokerage business to wealth management business. In view of this, this article explains the basic situation of domestic securities companies' wealth management business from three aspects: development stage, main features, and practical cases. In order to make it easier for domestic securities companies to explore their own unique wealth management service systems, this article makes a review of the domestic wealth management market situation and major cases of international and domestic securities companies. At the end of the article are related policy recommendations.,KeyWords:5181,24903,34661,550551,EKeyWords:27361,26739,34663,550553,SubjectWords:,LiteratureId:11425947,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_003,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:35,ShowType:putong,LogoID:0,PdfID:11425951,DownCount:36,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内证券公司研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内证券公司研究,_RowNo:5

CommonID:DIR_71006564,ID:11425954,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651114,name:第四章 人寿保险公司,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

2018年,随着资管新规以及近期保险系资管新规配套措施的出台,寿险公司在拓展财富管理业务的同时回归本源,强化其风险管理的本质,如引入风险管理师制度等。本文在简述保险基本概念及其制度优势或性质的基础上,分析寿险公司参与财富管理业务的组织架构、产品服务和增值服务等相关内容,以供同业参考借鉴。

,AbstractEN:In 2018, with the introduction of new rules for asset management and the new measures for the new rules of insurance department, life insurance companies are returning to their roots while expanding their wealth management business, strengthening the nature of their risk management, such as introducing a risk manager division. Based on a brief description of the basic concepts of insurance and its institutional advantages or nature, this article analyzes the related content of the organizational structure, product services, and value-added services of life insurance companies participating in wealth management business for reference by the industry.,KeyWords:20420,120124,34661,76249,38402,EKeyWords:20436,70174,34663,65527,35756,SubjectWords:,LiteratureId:11425952,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_004,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:49,ShowType:putong,LogoID:0,PdfID:11425956,DownCount:37,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:人寿保险公司竞争力报告,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:人寿保险公司竞争力报告,_RowNo:6

CommonID:DIR_71006581,ID:11425960,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651115,name:第五章 公募基金业,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

公募基金是国内资产管理业的先驱,近30年的发展过程中,历经探索、起步、规范、发展和调整等不同阶段。从行业发展的角度而言,2018年资管新规的推出是整个资产管理市场的 “分水岭”，显然,净值化公募基金,银行理财子公司即银行系的又一个基金公司。本文在简述公募基金发展脉络的基础上,分析公募基金业的发展特点和创新探索,文末则是进一步发展的策略建议。

,AbstractEN:Public funds are the pioneers of the domestic asset management industry. During the past 30 years of development, they have gone through different stages of exploration, start, standardization, development and adjustment. From the perspective of industry development, the introduction of the new asset management regulations in 2018 is a “watershed” for the entire asset management market. Obviously, net worth public offering funds and bank wealth management subsidiaries are another bank-based fund company. Based on a brief description of the development of public funds, this article analyzes the development characteristics and innovative exploration of the public fund industry.,KeyWords:185630,24904,24926,5741,383713,EKeyWords:308692,550557,26759,70582,550558,SubjectWords:,LiteratureId:11425958,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_005,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:58,ShowType:putong,LogoID:0,PdfID:11425961,DownCount:47,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内公募基金业发展研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内公募基金业发展研究,_RowNo:7

CommonID:DIR_71006586,ID:11425965,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651116,name:第六章 私募证券投资基金,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

相对经济总量,国内公募和私募证券基金行业发展滞后,潜在发展空间巨大,是吸引外资布局的关键因素。鉴于此,本文从私募证券投资基金的市场概览、管理人数量、发行数量、清算数量、管理规模、外资管理人和整体业绩等维度阐释其发展特点,文末则是进一步的总结展望。

,AbstractEN:Relative to the economic aggregate, the domestic public and private equity fund industry lags behind and the potential for development is huge, which is a key factor in attracting foreign investment. In view of this, this article explains its development characteristics from the dimensions of the market overview of private equity investment funds, the number of managers, the number of issuances, the number of liquidations, the management scale, foreign managers and overall performance. At the end of the article is a further summary of the outlook.,KeyWords:550565,160787,4403,185652,22632,EKeyWords:59292,98111,33562,193403,53971,SubjectWords:,LiteratureId:11425964,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_006,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:53,ShowType:putong,LogoID:0,PdfID:11425966,DownCount:34,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内私募证券投资基金研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内私募证券投资基金研究,_RowNo:8

CommonID:DIR_71006596,ID:11425970,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651117,name:第七章 私募股权投资基金,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

中国历史上真正意义上的私募股权投资是基于2006年以后“有限合伙”这一组织形式出现的,目前经历了十多年的发展, 为了便于对行业整体的理解,本文将私募股权、风险投资等传统意义上股权投资的分类一并视为基金的投资策略,综合以股权类私募基金进行阐述,包含市场概览、发展特点、市场评述以及总结展望等内容。并在文末进行总结：目前国内股权类私募基金行业仍处于机遇与挑战并存的状态,需要政策的及时跟进,与市场包括投资者共同学习。

,AbstractEN:The real private equity investment in Chinese history is based on the organizational form of "limited partnership" since 2006. It has experienced more than ten years of development. In order to facilitate the understanding of the industry as a whole, this article will cover private equity and venture capital. In the traditional sense, the classification of equity investment is considered as the investment strategy of the fund. It is comprehensively explained in terms of equity private equity funds, including market overview, development characteristics, market reviews, and summary prospects. And summarized at the end of the article: At present, the domestic private equity fund industry is still in a state of coexistence of opportunities and challenges. It needs timely follow-up of policies and learning with the market including investors.,KeyWords:70805,35124,550568,481535,40016,EKeyWords:70835,132756,550572,544834,40082,SubjectWords:,LiteratureId:11425968,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_007,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:46.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:95,ShowType:putong,LogoID:0,PdfID:11425971,DownCount:56,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:中国私募股权投资基金研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:中国私募股权投资基金研究,_RowNo:9

CommonID:DIR_71006607,ID:11425973,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651118,name:第八章 家族信托市场,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

国内家族信托市场发展始于2012年,目前的市场规模约为1500亿元,展望未来,前景可期。制度保障不足是制约目前国内家族信托市 场发展的主要瓶颈。鉴于此,本文在梳理国内家族信托市场发展文化渊源、市场概览和产品体系以及前景展望的基础上,重点梳理目前保障家族信托运行的制度障碍,进而从制度建设、监管体系和机构发展等维度给出相应的政策建议。

,AbstractEN:The development of the domestic family trust market started in 2012, and the current market size is about 150 billion yuan. Looking ahead, the future of family trusts is expected. Insufficient institutional security is the main bottleneck restricting the development of domestic family trust markets.In view of this, on the basis of sorting out the cultural origin, market overview, product system, and outlook of the domestic family trust market development, this article focuses on the current institutional obstacles to guarantee the operation of family trusts. Make corresponding policy recommendations.,KeyWords:336170,550577,36752,34976,25767,EKeyWords:341847,550579,111931,466492,434408,SubjectWords:,LiteratureId:11425972,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_008,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:47.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:46,ShowType:putong,LogoID:0,PdfID:11425976,DownCount:46,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内家族信托市场发展研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内家族信托市场发展研究,_RowNo:10

CommonID:DIR_71006646,ID:11425980,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651119,name:第九章 独立财富管理机构,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

第三方财富管理机构亦称为独立财富管理机构。据不完全统计,目前我国以“理财公司”“投资咨询公司”等名字成立的独立理财公司达上万家。不可否认,在监管缺失的情况下,部分独立理财公司发展并不规范。但同时也应注意到,一批有思想、 有谋略的独立理财公司正在崭露头角,它们为整个行业的发展提供了有益的借鉴。鉴于此,本文在概览财富管理市场发展格局的基础上,分析我国第三方财富管理机构的发展历程、组织架构、业务模式、产品服务、风险控制、系统建设、海内外比较等,以期描绘出一个相对完整的第三方财富管理市场,并给行业发展提供一些建议。

,AbstractEN:Third-party wealth managers are also called independent wealth managers. According to incomplete statistics, there are currently tens of thousands of independent financial management companies established under the names of "financial management companies" and "investment consulting companies" in China. It is undeniable that in the absence of supervision, the development of some independent financial management companies is not standardized. However, it should also be noted that a group of thoughtful and strategic independent financial management companies are emerging, and they have provided useful reference for the development of the entire industry. In view of this, based on an overview of the development pattern of the wealth management market, this article analyzes the development history, organizational structure, business model, products and services, risk control, system construction, and domestic and overseas comparison of third-party wealth management institutions in China, with a view to depicting a Relatively complete third-party wealth management market and provide some suggestions for the development of the industry.,KeyWords:550584,32797,519346,49989,219493,EKeyWords:550586,65771,550587,49020,55071,SubjectWords:,LiteratureId:11425979,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_009,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:47.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:33,ShowType:putong,LogoID:0,PdfID:11425982,DownCount:44,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内独立财富管理机构发展研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内独立财富管理机构发展研究,_RowNo:11

CommonID:DIR_71006672,ID:11425985,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651120,name:第十章 家族办公室,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

改革开放以来孕育的创业群体已进入第一代和第二代传承的关键时期,进而催生了国内家族办公室的发展壮大。有关国内家族办公室发展的争议颇多,但其实，国内的家族办公室也还尚未形成自己独特的业务模式和业务体系。本文在总结国际经验的基础上,阐释国内家族办公室的发展情况,以期对国内同业提供些许经验借鉴。并在文末总结道：对于家族办公室的发展, 我们是充满了信心的。每一个有志于发展家族办公室业务的从业人员,都应当不断加强自身专业能力,市场及行业应尽快建立行业规范,提供的服务内容需更多地站在高净值家庭角度来思考。

,AbstractEN:Since the reform and opening up, the entrepreneurial group bred has entered the critical period of the first and second generation inheritance, which has led to the development and expansion of domestic family offices. There are many disputes about the development of domestic family offices, but in fact, domestic family offices have not yet formed their own unique business models and business systems. On the basis of summarizing international experience, this article explains the development of domestic family offices in order to provide some experience for domestic counterparts.At the end of the article, it concludes that we are full of confidence in the development of the family office. Every employee who is interested in developing the family office business should continuously strengthen his professional ability. The market and industry should establish industry norms as soon as possible. The content of the services provided should be considered from the perspective of high net worth families.,KeyWords:455686,550589,50639,21516,89758,EKeyWords:455687,550590,60016,23441,89760,SubjectWords:,LiteratureId:11425984,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_010,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:47.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:41,ShowType:putong,LogoID:0,PdfID:11425986,DownCount:56,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内家族办公室发展研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内家族办公室发展研究,_RowNo:12

CommonID:DIR_71006695,ID:11425990,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:651121,name:第十一章 律师事务所,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:11425919,AbstractCH:

随着我国社会主义法律体系的完善,法律部门分工更加精细化,律师行业更为专业化,财富管理应运而生,出现在律师行业之中,“法商”理念开始渐入大众的视野。本文首先简要阐述了律所律师的基本概况和从事财富管理行业的基本情况。其次,简要介绍了律师从事财富管理行业的业务开展模式。最后,本文梳理了几个典型财富管理案例,以法商视角解析了案件背后财富管理相关逻辑。并总结道：律师作为财富管理中的关键一环,应充分发挥自身优势,搭建同客户间信任的桥梁,帮助其构建法商思维,树立风险意识,做好事前规划。

,AbstractEN:With the improvement of China's socialist legal system, the division of labor in the legal department has become more refined, the lawyer industry has become more professional, wealth management has emerged as the times require, and it has emerged in the lawyer industry. This article begins with a brief overview of the law firm's basic profile and the basics of engaging in the wealth management industry. Secondly, it briefly introduces the business development model of lawyers engaging in wealth management industry. Finally, this article sorts out several typical wealth management cases, and analyzes the wealth management related logic behind the case from the perspective of legal business. And summarized that: as a key part of wealth management, lawyers should give full play to their own advantages, build a bridge of trust with clients, help them to build legal thinking, establish a sense of risk, and plan well beforehand.,KeyWords:24499,34661,218553,550594,EKeyWords:26441,34663,307455,550595,SubjectWords:,LiteratureId:11425989,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120200101X20196504001_000_011,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2020-01-20 08:45:47.0,ModifyUser:Admin,ModifyTime:2021-11-03 04:16:15.0,HitCount:24,ShowType:putong,LogoID:0,PdfID:11425991,DownCount:40,AuthorInfos:,BookPublishDate:2019-12-01 00:00:00.0,SearchTitle:国内律师事务所财富管理领域的从业研究,ISBN:978-7-5201-5911-1,BookTitle:财富管理机构竞争力报告,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:国内律师事务所财富管理领域的从业研究,_RowNo:13