嘉信理财：中国新兴富裕阶层金融服务需求日益多样化

财通社10-24

10月24日，嘉信理财的总经理托马斯·皮克斯利在一次访谈中提到，中国新兴富裕阶层在财富管理方面显现出三个显著趋势：他们对投资顾问服务的接受度不断提高；对投资组合的多样化需求日益增长；以及对财务规划的需求与对其有效性的认同不断增强。根据上海交通大学上海高级金融学院与嘉信理财共同发布的《中国新兴富裕阶层财富健康指数》报告，新兴富裕阶层指的是年收入介于12.5万至100万元，且可投资资产不超过700万元...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2477656062?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-24 23:31","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2477656062","market":"us","top_or_hot":-1,"title":"嘉信理财：中国新兴富裕阶层金融服务需求日益多样化","media":"财通社","content":"<div>\n<p>10月24日，嘉信理财的总经理托马斯·皮克斯利在一次访谈中提到，中国新兴富裕阶层在财富管理方面显现出三个显著趋势：他们对投资顾问服务的接受度不断提高；对投资组合的多样化需求日益增长；以及对财务规划的需求与对其有效性的认同不断增强。根据上海交通大学上海高级金融学院与嘉信理财共同发布的《中国新兴富裕阶层财富健康指数》报告，新兴富裕阶层指的是年收入介于12.5万至100万元，且可投资资产不超过700万元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241024233231a1e77328&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>嘉信理财：中国新兴富裕阶层金融服务需求日益多样化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n嘉信理财：中国新兴富裕阶层金融服务需求日益多样化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-24 23:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241024233231a1e77328&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月24日，嘉信理财的总经理托马斯·皮克斯利在一次访谈中提到，中国新兴富裕阶层在财富管理方面显现出三个显著趋势：他们对投资顾问服务的接受度不断提高；对投资组合的多样化需求日益增长；以及对财务规划的需求与对其有效性的认同不断增强。根据上海交通大学上海高级金融学院与嘉信理财共同发布的《中国新兴富裕阶层财富健康指数》报告，新兴富裕阶层指的是年收入介于12.5万至100万元，且可投资资产不超过700万元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241024233231a1e77328&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0130102774.USD","symbol_name":"Natixis Harris Associates US Equity RA USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241024233231a1e77328&s=b","article_id":"2477656062","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241024233231a1e77328&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2477656062","pubTimestamp":1729783860,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"10月24日，嘉信理财的总经理托马斯·皮克斯利在一次访谈中提到，中国新兴富裕阶层在财富管理方面显现出三个显著趋势：他们对投资顾问服务的接受度不断提高；对投资组合的多样化需求日益增长；以及对财务规划的需求与对其有效性的认同不断增强。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4589":"SVB概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4588":"碎股","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","BK4585":"ETF&股票定投概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU0106831901.USD":"贝莱德世界金融基金A2","SCHW":"嘉信理财","BK4581":"高盛持仓","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","BK4504":"桥水持仓","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","BK4127":"投资银行业与经纪业","LU1861217088.USD":"贝莱德金融科技A2","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H"},"translate_title":"Charles Schwab: China's emerging affluent class has increasingly diversified financial service needs","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SCHW":1},"content_text":"10月24日，嘉信理财的总经理托马斯·皮克斯利在一次访谈中提到，中国新兴富裕阶层在财富管理方面显现出三个显著趋势：他们对投资顾问服务的接受度不断提高；对投资组合的多样化需求日益增长；以及对财务规划的需求与对其有效性的认同不断增强。根据上海交通大学上海高级金融学院与嘉信理财共同发布的《中国新兴富裕阶层财富健康指数》报告，新兴富裕阶层指的是年收入介于12.5万至100万元，且可投资资产不超过700万元的人群。皮克斯利强调，到了2024年，中国新兴富裕阶层的投资参与度有所提高，从上一年度的78.95分增至79.72分，这主要表现在受访者对各类金融服务的使用更加多样化，以及他们对投资顾问服务的认知和态度持续向好。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477656062"}