海通证券高净值客户管理模式研究的中期报告.docx

海通证券高净值客户管理模式研究的中期报告
摘要：
海通证券高净值客户管理模式研究的中期报告，以海通证券为研究对象，针对其高净值客户管理模式进行了深入分析和研究。通过对海通证券高净值客户数量、构成、财富分布、服务体系、产品创新等方面进行调研、比较和分析，得出了以下几点结论：一是海通证券高净值客户主要分布在一、二线城市，客户构成比较分散；二是海通证券高净值客户财富主要集中在股票、基金等权益类产品，海外资产配置比例较低；三是海通证券高净值客户服务体系完备，从资产管理、投资咨询到财富传承等方面均有相应服务；四是海通证券高净值客户产品创新较强，不断推出新产品、新服务满足客户需求。
关键词：
海通证券，高净值客户，管理模式，服务体系，产品创新
Abstract:
Themid-termreportonthehigh-net-worthclientmanagementmodelofHaitongSecuritiesfocusesontheanalysisandresearchofthehigh-net-worthclientmanagementmodelofHaitongSecurities.Throughresearch,comparisonandanalysisofthenumberofhigh-net-worthclients,composition,wealthdistribution,servicesystem,productinnovationandotheraspectsofHaitongSecurities,thefollowingconclusionsaredrawn:First,high-net-worthclientsofHaitongSecuritiesaremainlydistributedinfirst-tierandsecond-tiercities,andcustomercompositionisrelativelyscattered;second,thewealthofhigh-net-worthclientsofHaitongSecuritiesismainlyconcentratedinequityproductssuchasstocksandfunds,witharelativelylowproportionofoverseasassetallocation;third,theservicesystemofhigh-net-worthclientsofHaitongSecuritiesiscomplete,andcorrespondingservicesareprovidedfromassetmanagement,investmentconsultingtowealthinheritance;fourth,theproductinnovationofhigh-net-worthclientsofHaitongSecuritiesisstrong,andnewproductsandservicesareconstantlybeingintroducedtomeetcustomerneeds.
Keywords:
HaitongSecurities,high-net-worthclients,managementmodel,servicesystem,productinnovation