Wealth management and financial advisory services in the Asia-Pacific region

Santacruz, Lujer (2018) Wealth management and financial advisory services in the Asia-Pacific region. The Journal of Wealth Management, 21 (3). pp. 95-115. ISSN 1534-7524

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: Article (Commonwealth Reporting Category C)
Refereed: Yes
Item Status: Live Archive
Additional Information: © 2018 IPR Journals. All rights reserved.
Faculty/School / Institute/Centre: Current - Faculty of Business, Education, Law and Arts - School of Commerce
Date Deposited: 24 Jan 2019 02:15
Last Modified: 24 Jan 2019 04:52
Uncontrolled Keywords: wealth management, financial advice, asia pacific
Fields of Research : 15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150203 Financial Institutions (incl. Banking)
Socio-Economic Objective: E Expanding Knowledge > 97 Expanding Knowledge > 970115 Expanding Knowledge in Commerce, Management, Tourism and Services
Identification Number or DOI: doi:https://doi.org/10.3905/jwm.2018.1.066
URI: http://eprints.usq.edu.au/id/eprint/35591

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