凯捷：2017年全球财富报告(英文 48 页)

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Table of Contents

Preface 3

Executive Summary 5

HNWI Wealth Grows Around the Globe 6

HNWI Population and Wealth Expands on All Fronts 7

Growth Markets Dot the Globe 8

Ultra-HNWI Growth Again Boosted HNWI Wealth in 2016 9

HNWI Wealth on Track to Hit the US$100 Trillion Projected for 2025 9

Industry Must Turn Positive Momentum into Higher Satisfaction 12

Strong Investment Returns Benefit HNWIs 13

Trust and Confidence Continues its Recovery 14

Equities Leading Asset Class in HNWI Investment Portfolios 15

Fees May Play Role in Low Satisfaction Rates 18

Net Promoter Score® Raises Concerns about Lower HNWI Wealth Segments 20

BigTechs Cast Long Shadow in Wealth Management 22

HNWIs Welcome BigTechs 22

Firms Perceive BigTech Threat and Opportunity 24

Partnerships Present Way Forward 25

Hybrid Advice Sets Wealth Management on New Course 26

HNWIs Embrace Hybrid Advice 27

Nuances Shape Hybrid Advice Preferences 29

Firms Aware that Hybrid Advice is the Future 30

Benefits Await Firms that Excel at Hybrid Advice, but Progress is Slow 32

Hybrid Advice Implementation Requires Transformation on Multiple Levels 36

Hybrid Advice Models Raise New Risks 38

Conclusion 41

Appendix 42

About Us 45

Acknowledgements 46