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展望未来，中国私人财富市场增长动力强劲，市场资本化催生的“新钱、
新财富”将持续涌入，新兴行业企业家和金领人群比例将持续上升；高净值人
群财富传承意识将进一步增强，部分家庭开始全盘考虑规划家族治理；高净值
人群对数字化手段更为熟悉并逐步接受，金融科技也将深度融入私人银行服务
和财富管理。财富管理机构应当找准自身定位，明确目标细分客户群及其产品、
服务需求，建设清晰的差异化竞争模式和相应的核心能力，避免盲目追求大而
全的全覆盖策略。只有顺势而动，从客户的核心需求出发，积极打造差异化竞II
争模式和核心能力，强化境内外联动的综合金融服务平台，财富管理机构才能
赢得客户的长期信任，在激烈的市场竞争中脱颖而出。如何抓住巨大的市场机
会、克服竞争威胁，并实现快速发展，是杭州巨鲸财富管理有限公司目前面的
主要问题
本文以杭州巨鲸财富管理有限公司为主要研究对象，运用战略管理理论及
相关的分析工具，对巨鲸财富发展战略中的公司发展概况、现状和存在问题以
及解决方案做出了系统性的研究。同时结合中国未来财富管理市场发展趋势，
构建杭州巨鲸财富战略发展方向，首先介绍课题的研究背景与意义、研究的内
容与方法以及涉及到的文献及理论基础；其次对巨鲸财富的发展现状进行介绍，
并总结企业发展中面临的问题和分析问题的主要原因；再者，通过对巨鲸财富
外部环境及内部环境进行分析，识别发展战略环境的关键要素，通过 SWOT 分
析工具得出可供巨鲸财富选择的战略方案组合；然后制定杭州巨鲸财富管理有
限公司的战略目标及对发展战略进行选择，并对其发展战略实施途径及实施保
障进行深入研究。最后，对本课题研究的结论做出说明，并对巨鲸财富发展战
略进行展望
关键词：
巨鲸财富，私人财富，发展战略III
Abstract
Research on the development strategy of
Hangzhou Jujing Wealth Management Limited
Private wealth management industry is the new industry China economic and
financial development, has a history of hundreds of years of development has been in
Europe and other developed countries, there are more than ten years in the process of
development of Chinese, by the end of 2016 Chinese high net worth individuals can
the overall scale of investment assets reached 165 trillion yuan. China&39;s private wealth
market grew five times in ten years, continuing to release considerable growth
potential and huge market value. The effect of The Belt and Road, entrepreneurship
and innovation continue to further boost, regional development, regional distribution
of population of high net worth is more balanced. Along with the economic
development of ten years, the population of high net worth wealth more yuan,
succession and innovation to promote the further differentiation of population
structure, their investment behavior is also showing the characteristics of more mature
attitude, a broader vision, more long-term considerations . The wealth goal of the
high net worth crowd is more mature, the awareness of asset allocation is enhanced,
and the cognition and reflection of the wealth inheritance needs are more thorough.
First of all, wealth goals evolved from early creating more wealth into wealth
protection and heritage of wealth as the primary consideration. Second, the asset
allocation is more rational and more open, and the dialectical understanding of risk
makes the high net worth crowd no longer limited to traditional investment varieties,
and begin to pay more attention to and try alternative investment products. Thirdly,
considering the risk of diversification and the opportunity to capture the investment
market, the proportion of people with overseas allocation has been increasing, and the
proportion of offshore assets allocation per capita has been stable in recent years.
Finally, the heritage of wealth has become a hot spot, high net worth people generally
recognized the needs of the heritage of material wealth, and gradually recognized theIV
spirit of wealth inheritance and the need for enterprise heritage design.
In the future, Chinese private wealth market growth momentum, the market
capitalization of the birth of the new money, new wealth will continue into the new
industry, the proportion of entrepreneurs and Jinling crowd will continue to rise; the
population of high net worth wealth inheritance will further enhance the
consciousness, part of the family began to consider the overall planning of family
governance; the high net worth population of digital means the more familiar and
gradually accepted, financial technology will also depth into the private banking and
wealth management services. Wealth management institutions should identify their
own position, clear goals and its products, service demand of clients, the core
competence construction clearly differentiated competition pattern and the
corresponding, avoid blind pursuit of large and full coverage strategy. Only take
advantage of the opportunity, starting from the core needs of customers, and actively
create competitive mode and core competence, comprehensive financial services
platform to strengthen the inside and outside linkage, wealth management institutions
in order to win the long-term customer trust, talent shows itself in the fierce
competition in the market. How to seize the huge market opportunities, overcome the
threat of competition, and achieve rapid development, the main problem is the current
Hangzhou Jujing wealth management limited.
This paper takes Hangzhou Jujing Wealth Management Limited as the main
research object, using strategic management theory and analysis tools, make a
systematic study on the development situation, the whale wealth development
strategy in the company of the status quo and existing problems and solutions. At the
same time, combined with the development trend of future China wealth management
market, constructing the development direction of Hangzhou Jujing wealth strategy,
introduces the contents and methods of the research background and significance of
the topic, as well as the literature and basic theory related to the development of
wealth; secondly whales were introduced, the main reasons and summarizes and
analyses the problems faced in the development of enterprises furthermore, the; based
on whale wealth of external environment and internal environment analysis, the key
elements of developing strategic environment recognition, the selection strategy forV
whale wealth portfolio through SWOT analysis tools; and then develop the strategic
goal of Hangzhou Jujing Wealth Management Limited and the selection of
development strategy, and the implementation way of development the strategy and
implementation of security research; finally, in the conclusion of this paper is to
explain, And the whale wealth development strategy outlook.
Key words：
The Whale of Wealth, Private Wealth, Development StrategyVI
目 录
第 1 章 绪论....... 1
1.1 研究背景与意义 .... 1
1.2 研究内容与方法 .... 3
1.3 文献综述与理论基础 ........ 3
第 2 章 杭州巨鲸财富管理有限公司发展现状........... 9
2.1 巨鲸财富发展概况9
2.2 巨鲸财富战略现状分析
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