新期待，新挑战：中国新富理财白皮书.pdf

嘉信理财公司 Charles Schwab Academics Influential media personalities including distinguished journalists, editors, and social media opinion leaders who focus on the financial services industry. Source: Charles Schwab 2015 surveyINTRODUCING CHINAS EMERGING AFFLUENT 06 MAY 2016 SAIF - Schwab 07 6.5% 6.5% 12% 33% 42% Short term gains Increase my wealth to improve my standards of living Have enough money to support me in retirement Fund the education of my children/grandchildren Make a major expenditure(e.g., car or home improvement) Exhibit 2: Most Important Reason for Investing Exhibite 1: Demographic Situation of the Charles Schwab 2015 Survey Source: Charles Schwab 2015 survey 新期待， 新挑战：中国新富理财白皮书 CHINAS EMERGING AFFLUENT INVESTORS Male Annual Disposable Income Age Gender 125,000-499,999 RMB 500,000-1,000,000 RMB 21-29 30-39 40-49 50-59 60-65 Female 2% 12% 36% 56% 44% 26% 24% 30% 70%