2010年11月10日,A公司作为一家独立第三方理财机构成功在美国纽约证券中心

挂牌,成为了一家公众公司。从此独立第三方理财A公司正式地进入了公众的视野。通

过独立第三方理财A公司的组织机构、产品结构和经营状况等方面的研究分析,对于了

解和认识独立第三方理财机构在我国的现状、运作模式以及发展前景具有着重要的意

义。本文以战略管理和营销管理领域的相关理论为基础,研究分析了独立第三方理财A

公司在中国市场的现状与发展前景。首先,分析我国独立第三方理财机构的发展现状。

其次,介绍了独立第三方理财A公司基本情况及其相关背景。接着,运用4Ps营销理论

来分析独立第三方理财A公司的基本运作模式以及其目前的经营状况,并利用SWOT模

型来分析A公司的优劣势。最后,基于以上分析,提出适合独立第三方理财A公司的发

展战略方针,并给出了相应的市场运作策略。

关键字:独立第三方理财机构;运作模式;高净值客户

Abstract

In November 10,2010,A company as an independent third party financial institutions

listed in the New York stock center American success,become a public corporation. Since the

independent third party financial A company formally into public view. Through the study of

the organization, the independent third party financial A company product structure and the

operating status of the analysis,to understand and recognize the independent third party

financial institutions, in China's mode of operation and future development is of great

significance. This paper is based on the related theory of strategic management and marketing

management as the foundation, research and analysis of the current situation and development

prospect of the independent third party financial A company in the Chinese market. Firstly, we

analyze the development status of the independent third party financial institutions in china.

Secondly, this paper introduces the basic situation of the independent third party financial

company A and its related background. Then, using the 4Ps marketing theory to analyze the

basic operation mode of the independent third party financial A company and its current

operating conditions, and use SWOT model to analyze the strengths and weaknesses of A

company. Finally,based on the above analysis, put forward development strategy suitable for

the independent third party financial A company, and gives the corresponding marketing

strategy.

Keywords: independent third party ;mode of the operation;high net worth clients