Wealth Management Framework Experienced in Korean Financial Enterprises

• 발행기관: 한국통상정보학회
• 저자명: 김학민(Hak-Min Kim)
• 간행물 정보: 『통상정보연구』제8권 제1호, 1~19쪽, 전체 19쪽
• 주제분류: 사회과학 > 무역학
• 파일형태: PDF
• 발행일자: 2006.03.30

영문 초록

A Systematic Wealth Management Framework (SWMF) was developed as a private banking management tool to enable more integrative personal finance management of personal wealth. It is a reference model that provides an unified framework for development, operation, and management and makes provision for personal financial services in today’s complex financial environment. This study suggested some practical results from banks and insurance companies that have established SWMF as the differentiation business strategy for wealthy customers. The focus of this manuscript is on capturing the methodological approach most financial institutions in Korea adopted to execute new e-finance planning and implementation based on the SWMF. The alignment between the wealth management business goals and information system architecture at an organization constitutes the main theoretical basis of the study. Relevant discussions are made on the wealth management framework as a general business model for financial industry, on the functional relationship between new information systems and business organizations. Finally, lessons learned from the SWMF implementation are discussed.

목차

Ⅰ. Introduction

Ⅱ. Research Methods and Theories

Ⅲ. Motivations of SWMF

Ⅳ. Systematic Wealth Management Framwork

Ⅴ. Lessons Learned

Ⅵ. Conclusion

References

Abstract

키워드

Financial Planning & Investment Management Private Banking Wealth Management Framework Implementation