凯捷咨询：2015全球财富报告(英文 48页)

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WORLD WEALTH REPORT 2015

Preface 3

Executive Summary 5

Global HNWI Population and Wealth Expanded, though at a Slower Pace 6

–– Asia-Pacific, North America Drove HNWI Growth in 2014 7

–– Ultra-HNWIs Continued to Outperform, Despite Drag from Latin America 9

–– Top Four Markets Generated the Majority of HNWIs 10

–– Global HNWI Wealth Expected to Surpass US$70 Trillion by 2017 12

Equities Lead HNWI Allocations, and Credit Emerges As a Key Demand and Opportunity 14

–– Equity Investments Narrowly Overtake Cash in HNWI Portfolios 15

–– Strong Credit Demand Provides Opportunity for Firms 16

–– Conclusion 19

Social Impact: A Great Opportunity for Wealth Managers 20

–– No Single Source of Social Impact Expertise For HNWIs 21

–– HNWIs Look toward Wealth Managers for a Wide Range of Assistance 22

–– Key Challenges Faced While Designing a Social Impact Plan 23

–– Social Impact Should Be Embedded into the Overall Wealth Management Approach 24

–– Conclusion 25

Wealth Manager Role and Value Proposition Undergoing Major Evolution, Requiring Service Model and Capability Re-Think 26

–– HNWIs are Largely Satisfied with Wealth Managers and Firms 27

–– Wealth Managers not Fully Attuned to Younger HNWI Needs 29

–– Wealth Manager Role Impacted by Existing Challenges and New Threats 33

–– Wealth Manager Value Proposition is Evolving 36

–– To Enable Wealth Managers, Firms Need to Understand HNWI Needs and Adapt Accordingly 38

–– Conclusion 41

Appendix 42

About Us 45

Acknowledgements 47