嘉信华礴 Schwab：2023年中国新富人群财富健康指数报告（中英文版）（67页）.pdf

1、2023 CHINA RISING AFFLUENTFINANCIAL WELL-BEING INDEX新富人群财富健康指数2023年中国2023年9月September 2023About SAIFAbout Charles Schwab&Co.,Inc.and Charles Schwab ChinaThe Shanghai Advanced Institute of Finance(SAIF)was established at Shanghai Jiaotong University in 2009,with strategic and financial support from t

2、he Shanghai Municipal Government.As a member of Shanghais financial community,it strives to contribute to the development of Shanghai as a global financial center.SAIFs mission is to become a world class institution of research and advanced learning in finance and management.SAIF is committed to dev

3、eloping top talent and cutting-edge knowledge,with a focus on Chinese markets and their global connections.The Charles Schwab Corporation(“Charles Schwab”,NYSE:SCHW)is one of the United States leading providers of financial services,with more than 400 offices,36,600 employees,34.4 million active bro

4、kerage accounts,2.5 million corporate retirement plan participants,1.8 million banking accounts and USD 8.24 trillion in total client assets as of July 31,2023.Through its operating subsidiaries,Charles Schwab provides a full range of wealth management,securities brokerage,banking,asset management,c

5、ustodial,and financial advisory services to individual investors and independent investment advisors in the United States.Charles Schwab(Shanghai)Enterprise Management Consulting,Ltd.,(“Charles Schwab China”)is a Wholly Foreign Owned Enterprise owned by The Charles Schwab Corporation.Through Charles

6、 Schwab China,the company will focus on providing investor education to support public financial literacy and engagement with modern wealth management.上海高级金融学院与嘉信理财简介关于上海高级金融学院关于嘉信理财和嘉信理财中国上海交通大学上海高级金融学院是上海市人民政府为实现将上海建设成为国际金融中心的国家战略、满足上海乃至全国金融业发展并与国际接轨的迫切需要，依托上海交通大学而创建的一所按照国际一流商学院模式办学的金融学院，英文名称为Shan