2018年亚太地区财富报告（英文）

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1、TableofContentsPreface3ExecutiveSummary5Asia-PacificContinuestoFuelGlobalHNWIPopulationandWealth7Asia-PacificremainstheworldwideleaderinHNWIpopulationandwealth8EmergingAsiasurpassesMatureAsiainHNWIpopulationandwealthgrowth11Theregion’sultra-HNWIsmaintaingrowthpace12Asia-Pacifi

2、cwealthgrowthaheadofprojections,ontracktoreachUS$42trillionby202512PersonalConnectionisCriticaltoClientSatisfactionandWealthIndustrySuccess15HNWIsunfazedbyrobustinvestmentreturns,satisfactionmuted16LackofholisticservicesandtailoredsolutionsholdbackHNWIsatisfaction16Personalcon

3、nectionsbetweenHNWIsandwealthmanagerslaginkeyAsia-Pacificmarkets18Firmsthatimproveclientintimacyopenthedoortomoreassetsundermanagement20Equitiesretainpreferredassetclassstatus,butlosegroundtocashandrealestate21HybridAdviceModelTransformationMustBeFast-TrackedAmidPotentialBigTe

4、chDisruptions23FirmsembracehybridadvicetransformationbutfailtomeetHNWIs’expectations24Asia-Pacific(excl.Japan)HNWIsvalueaccountaggregationservices25CompetitionintensifiesasHNWIinterestinBigTechofferingsrises27MultiplescenariosforBigTechstoenterthewealthmanagementspace31Wealthm

5、anagementfirmsmustpreparetoinvestforsuccesstocopewithanevolvinglandscape33ThewayforwardforAsia-Pacificfirms34AppendixA36AppendixB38AboutUs42Acknowledgments43PrefaceASIA-PACIFICWEALTHREPORT2018Asia-Pacificcontinueditsgrowthtrajectoryin2017,extendingitsleadoverotherregionsforhi

6、ghnetworthindividual(HNWI)populationandwealth.1AstellarperformanceputstheregiononacomfortablepathtosurpassingUS$42trillioninHNWIwealthby2025,asweprojectedintheWorldWealthReport2016.Despitehighreturnoninvestments,Asia-PacificHNWIs’satisfactionwiththeirwealthmanagementfirmsremai

7、nedsignificantlylowerthanthatoftheircounterpartsintherestoftheworld.Thisdissatisfactionmaystemfromunmetdemandsforholisticwealthservicesandcustomizedsolutions,aswellasdiscomfortwithwhattheyperceiveashighfeesforthequalityofservicesdelivered.Inadditiontohighreturnsandthedeliveryo

8、fsophisticatedservices,astrongpersonalconnectionbetweenHNWIsa