資源描述:
《2018全球財(cái)富報(bào)告(英文版)》由會(huì)員上傳分享,免費(fèi)在線閱讀,更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫。
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