Wealth Management and Financial Advisory Services in the Asia-Pacific Region

Santacruz, Lujer (2017) Wealth Management and Financial Advisory Services in the Asia-Pacific Region. In: 8th Global Business and Finance Research Conference, 26-28 Oct 2017, Taipei, Taiwan.

Abstract

The present paper is an industry study of wealth management and financial advisory services in the Asia-Pacific region, recognising the strong growth in personal wealth in this region. It aims to gain an understanding of the structure of the industry, current directions and opportunities thereof. The paper starts with a look at the wealth management and financial advisory services industry in the US, on which the practices in other countries are patterned and given that US financial entities are major players in the Asia-Pacific region. Examining the US industry is also a good way of introducing the terminologies used in the industry worldwide. The paper then examines the industry in Australia, which has a relatively well developed financial advisory environment before examining the industry in other major Asia-Pacific countries. For each country, the paper looks at the industry participants and the regulatory environment. Finally, the paper examines the general trends and directions that impact the industry and identifies potential opportunities.


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Item Type: Conference or Workshop Item (Commonwealth Reporting Category E) (Paper)
Refereed: Yes
Item Status: Live Archive
Additional Information: Files associated with this item cannot be displayed due to copyright restrictions.
Faculty/School / Institute/Centre: Current - Faculty of Business, Education, Law and Arts - School of Commerce (1 July 2013 -)
Faculty/School / Institute/Centre: Current - Faculty of Business, Education, Law and Arts - School of Commerce (1 July 2013 -)
Date Deposited: 26 Nov 2019 07:30
Last Modified: 29 Nov 2019 06:44
Uncontrolled Keywords: financial advisory service, financial planning, Asia-Pacific
Fields of Research : 15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150299 Banking, Finance and Investment not elsewhere classified
Socio-Economic Objective: B Economic Development > 90 Commercial Services and Tourism > 9001 Financial Services > 900199 Financial Services not elsewhere classified
URI: http://eprints.usq.edu.au/id/eprint/33919

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