Investment & Economykpmgresearch report

2022 China fund investment adviser Blue Book From KPMG & pioneer pilot investment consultant

The following is the 2022 China fund investment adviser Blue Book From KPMG & pioneer pilot investment consultant recommended by recordtrend.com. And this article belongs to the classification: Investment & Economy, kpmg , research report.

According to the survey, half of the users of “blue book” who have a college degree or above account for 35-82%, and the proportion of users who are married and have children of “blue book” accounts for a very high proportion. They are generally well-informed, have stable income and a certain economic foundation, and the number of people with investable assets of 100000 to 500000 accounts for 70%, but their fund investment advisers are concentrated in 1000-10000 yuan, which shows that users still focus on “tasting fresh” investment advisers.

At the same time, different from foreign mature markets, domestic users like small water test investment advisers, with per capita holding less than 10000 yuan. Their understanding of investment advisers is still in the primary stage, and their ideas are not mature. Only three adults are willing to hold them for more than one year.

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