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ID:25226437
大小:7.86 MB
页数:97页
时间:2018-11-19
《2018全球财富报告(英文版).docx》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
1、WORLDWEALTHREPORT2018PrefaceFurtherRecordWealth,butMajorIndustryDisruptionontheHorizonDrivenbyhigh-flyingeconomicandequity-marketperformance,globalhighnetworthindividual(HNWI)1wealthgrew10.6%tosurpassUS$70trillionforthefirsttime―thesixth-consecutiveyearofgains.Alignedwithpositivegrowthtr
2、ends,Capgemini’s2018WorldWealthReport(WWR)confirmedthatglobalHNWIwealthwouldexceedUS$100trillionby2025.Highnetworthindividualsaroundtheworldenjoyedinvestmentreturnsabove20%forthesecondyearinarow,withclientsinAsia-Pacific(excl.Japan)andLatinAmericarealizingthebestreturnscomparedwithotherr
3、egions.However,oursurveyresultsindicatethatforwealthmanagerstoimprovetheirHNWclients’satisfaction,theymustinvigoratetheirpersonalconnectionwiththem.In2018,only55.5%ofHNWIssaidtheyconnected“verywell”withtheirwealthmanager,andwelearnedthatmostHNWIsgloballycouldbenefitfromanewsystemforlocat
4、ingawealthmanager.Whileoverallassetallocationremainedlargelystablesincethe2017WWR,enthusiasmfordigitalcurrencybrokeoutin2017with29.0%ofHNWIsgloballysayingtheyhadahighdegreeofinterestinpurchasingorholdingcryptocurrenciesand26.9%sayingtheyweresomewhatinterested.Despitethegrowingfervor,weal
5、thmanagementfirmshaveto-datebeenambivalentaboutofferingguidance,withonly34.6%ofHNWIsgloballysayingtheyhadreceivedcryptocurrencyinformationfromtheirwealthmanagers.Althoughregulatoryuncertaintyandfirmcautionhavesofarpreventedcryptocurrenciesfrompenetratingthewealthmanagementindustry,thestr
6、ongdemandforinformationoncryptocurrenciesfromyoungerHNWIsislikelytoforcewealthmanagementfirmstoatleastdevelopandofferapoint-of-viewduringthemonthsahead.HNWIscontinuetodemandhybridadvice,andtherewasa3.4percentagepointsincreasethisyearinthenumberofwealthmanagementfirmsthathavehybrid-advice
7、transformationprogramunderway,at57.1%offirms.However,progressisnotmovingfastenoughtokeepupwithHNWIs’appetiteformorehybridadvicepropositionsandthepotentialthreatfromBigTechs2enteringtheindustry.ThewidespreadglobalentryofBigTechsintowealthmanagementislikelytobeacaseofwhenra
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