2018全球财富报告（英文版）

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1、TableofContentsPreface3ExecutiveSummary4GrowthContinuesasGlobalHNWIWealthBreakstheUS$70TrillionMark6ImprovingGlobalEconomySpursSignificantHNWIPopulationandWealthGrowth8Asia-PacificandNorthAmericaCementDominanceofGlobalWealthGrowth9PositiveStoryinEuropeContinues10TheFourLarges

2、tMarketsandUltra-HNWIsDriveGlobalHNWIPopulationGrowth10HNWIWealthonCoursetoExceedUS$100TrillionBy202512HNWIsExperiencedAnotherYearofStrongReturns,butImprovingthePersonalConnectionwithWealthManagersisKeytoIncreasingSatisfaction14WealthManagersDeliveredAnotherYearofStrongInvest

3、mentGainsforHNWClients16AllocationsRemainStable,withEquitiesandCashLargest16RealEstateRisestotheThird-RankedAssetClass,LedbyResidentialHoldings18AssetConsolidationTrendContinuesthoughHNWIsRemainMulti-Banked18SignificantInvestmentReturnsDoNotFullyCorrelatewithHNWISatisfaction2

4、0StrongerConnectionswithWealthManagersMayBoostSatisfaction21CryptocurrenciesGainedGlobalAttentionin2017,thoughYettoPenetratetheWealthManagementIndustry24CryptocurrenciesGainAttentionin2017AmidVolatileMarketConditions25HNWIsViewCryptocurrenciesasSpeculativeToolandPotentialStor

5、eofValue26MarketInfancyKeepsCryptocurrenciesfromWidespreadWealthManagementAdoption27YoungerHNWIsLikelytoDriveIncreasedFutureCryptocurrencyInterest,thoughRegulatorySupportWillDeterminePace28BigTechEntryintoWealthManagementRequiresIncumbentstoAccelerateHybridTransformationandTr

6、ansformBudgetApproaches30HNWIsAcrosstheGlobeContinuetoSeekHybridAdvice32WealthManagementFirmsAcceleratethePaceofHybridAdviceTransformation33HybridAdviceProgressLagsClientExpectationandBigTechThreat34DespiteUncertainBigTechInterest,WealthManagementEntryLikelyOnlyaMatterofTime3

7、6BigTechEntryMostLikelyas“Collaborator”orasa“Frenemy”40GoogleMostPreferredBigTechforWealthManagementGlobally44BigTechDisruptionRequiresFirmstoEvolveInvestmentandBudgetApproach46BanksWillNeedtoChange,orBigTechsWillChangetheBanks49Appendix50AboutUs53Acknowledgements54WORLDWEALT

8、HREPORT2018PrefaceFurtherRecordWealth,butMajorIndustryDisruptiononth