【精品】2009 世界财富报告.pdf

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1、WorldWealthReport2009HNWIPopulationandWealthContractSignificantly22008inReview:FinancialMarketCrisisCulminatesinGlobalEconomicDownturn7HNWIsSoughtRefugeinCash,FixedIncomeandDomesticInvestmentsin200813World’sHNWIsScaleBackonTheirInvestmentsofPassionAmidEconomi

2、cUncertaintyandRisingCosts17Spotlight:OptimizingClient-Advisor-FirmDynamicsisKeyasWealthManagementFirmsTackleCrisisFallout20WealthManagementFirmsFaceaNewIndustryRealityasCrisisTestsClientConfidenceandLong-StandingBusinessModels20ClientRetentionandAttritionAre

3、ComplexDynamics22EnablingAdvisorsIsKeytoDeliveringonBusinessGoals25FirmsCanActtoRebuildShakenInvestorConfidenceThroughMoreHolisticRiskManagement27TheWayForward30AppendixA:Methodology34AppendixB:SelectCountryBreakdown35WorldWealthReportTOOURREADERS,Capgeminian

4、dMerrillLynchGlobalWealthManagementarepleasedtopresentthe2009WorldWealthReport.Ourannualreport,nowinits13thyear,wasinitiatedasourtwofirmsbegancollaboratingtoanalyzethemacroeconomicfactorsthatdrivewealthcreation,andbetterunderstandthekeytrendsthataffectHighNet

5、WorthIndividuals(HNWIs)aroundtheglobe.2008usheredinanunprecedentedglobaldownturnthatoriginatedin2007.Whatstartedasafinancialcrisissoonexpandedintothelargereconomy,affectingmatureandemergingmarketsalike.Worldequitymarketslostadecadeofgains,andvolatilityreached

6、recordlevels.Our2008findingsshowHNWIsbegantolosetrustinthemarkets,regulators,and,insomecases,theirfinancialadvisoryfirms.Theyalsoextendedtheirallocationstosaferinvestments—atrendthathaditsinceptionayearearlier.Asaresult,ourresearchshows,cashandfixed-incomeins

7、trumentsnowmakeup50%ofHNWIs’portfoliosoverall,andmanyHNWIshaveretreatedtofamiliardomesticmarkets.Restoringtrustandconfidenceinthemarketsandtheindustryareresoundingthemesaswemoveforward.OurSpotlightidentifiesthetrendsandforcesdrivingHNWIclientbehaviorandfocuse

8、sonspecificopportunitiesthatwealthmanagementfirmsandAdvisorscanpursuedirectlytohelpcraftmutuallyvalue-creatingrelationshipsmovingforwardintothefuture.Wearepleasedtopresentthisyear’sReport