Wealth in Australia: HNW Investors 2017

2017-05-12
Price :
Published : May-2017
No. of Pages : 49

Wealth in Australia: HNW Investors 2017

Summary

“Wealth in Australia: HNW Investors 2017”, analyzes the investing preferences and portfolio allocation of Australian HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Australia is known for its multicultural landscape, which is reflected in the country’s HNW market. HNW investors in Australia stem from a range of different backgrounds and have distinctive demand patterns. The bulk of HNW individuals have accumulated their wealth through earned income, and the financial services and mining sectors are key generators of wealth. Investors show a strong affinity for equity investments, allocating almost half of their wealth into this asset class in order to benefit from Australia’s dividend imputation system. When it comes to asset management services, advisory is the preferred type of mandate, but wealth managers cannot afford to ignore the opportunity automated investment services provide

Specifically the report –
– Profiles the average Australian HNW investor in terms of their demographics and analyzes the expat opportunity in Australia.
– Analyzes which wealth management mandates are preferred among Australian HNW investors and how demand will develop going forward.
– Examines the allocation of Australian HNW investors’ portfolios into different asset classes and how the allocation is expected to develop in the future.
– Analyzes product and service demand among Australian HNW investors.

Scope

– Almost half of HNW individuals in Australia have accumulated their wealth through earned income, but entrepreneurs and family business owners are also key segments.
– While representing a slightly lower proportion than in the wider region, expats still constitute an attractive target segment in Australia, accounting for 8.3% of the country’s HNW individuals.
– A lack of time is driving uptake of professional advice, while a reluctance to relinquish control has seen advisory asset management become the service of choice.
– Australian HNW investors show strong and rising demand for tax, pension, and financial planning, but demand for all planning services is on the rise, making a multi-service proposition critical.

Reasons to buy

– Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
– Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors’ drivers for seeking investment advice vs self-directing.
– Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
– Develop your service proposition to match the product and service demand expressed by Australian HNW investors and react proactively to the forecasted changes in demand.

Filed in: Banking & Finance, Wealth Management
Publisher : GlobalData
More Reports
Title Price Buy Now

Yemen Insurance Industry – Governance, Risk and Compliance

Yemen Insurance Industry - Governance, Risk and Compliance Summary GlobalData's 'Yemen Insurance Industry - Governance, Risk and Compliance' report is the result of extensive research into the insurance regulatory framework in Yemen. It provides detailed analysis of the insurance regulations for life, property, motor, liability, personal accident and health, and marine, aviation and transit insurance. The report specifies various requirements for the establishment and operation of insurance and reinsurance companies and intermediaries. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on prevailing insurance regulations, and recent and upcoming changes in the regulatory framework, taxation and legal system in the cou......
$950

Tunisia Insurance Industry – Governance, Risk and Compliance

Tunisia Insurance Industry - Governance, Risk and Compliance Summary GlobalData's 'Tunisia Insurance Industry - Governance, Risk and Compliance' report is the result of extensive research into the insurance regulatory framework in Tunisia. It provides detailed analysis of the insurance regulations for life, property, motor, liability, personal accident and health, and marine, aviation and transit insurance. The report specifies various requirements for the establishment and operation of insurance and reinsurance companies and intermediaries. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on prevailing insurance regulations, and recent and upcoming changes in the regulatory framework, taxation and legal system in ......
$950

Iran Cards and Payments – Opportunities and Risks to 2024

Iran Cards and Payments - Opportunities and Risks to 2024 Summary GlobalData's 'Iran Cards and Payments - Opportunities and Risks to 2024' report provides detailed analysis of market trends in the Iranian cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cards, and cheques during the review-period (2016-20e). The report also analyzes various payment card markets operating in the industry, and provides detailed information on the number of cards in circulation, transaction values and volumes during the review-period and over the forecast-period (2020e-24f). It also offers information on the country's competitive landscape, including the market shares of issuers and schemes. The report brings together GlobalD......
$2750

Global Wealth Managers – Competitive Dynamics 2020

Global Wealth Managers - Competitive Dynamics 2020 Summary This report benchmarks the world's leading wealth managers by managed client assets and financial performance. The report covers the 44 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international public wealth managers with over $100bn in private client AUM are featured in the report. The leading wealth managers around the world entered 2020 in a relatively strong position with a stellar year for client assets, driven both by a buoyant market and positive client inflows. The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in cos......
$3450

Retail Banking Channels in a Pre and Post COVID-19 World

Retail Banking Channels in a Pre and Post COVID-19 World Summary This report explores the performance of retail banking channels pre- and post-COVID-19 and provides strategy actions to capitalize on the changing market. It provides insight into channel preferences by activity and explores survey data on the aspects of service for which customers are turning to digital channels. The report provides a range of recommendations for how branch services can be repurposed and augmented for the digital age, taking into account examples of successful transformation by banks in Europe and Asia, as well as discussing how the entire banking experience and ecosystem can be tailored to attract and retain different types of customers. The impact of COVID-19 during 2020 has significantly accelerated re......
$3450

Standard Chartered – Enterprise Tech Ecosystem Series

Standard Chartered - Enterprise Tech Ecosystem Series Summary Standard Chartered is a global financial institution that provides a range of personal banking, wholesale banking, private banking, SME banking, and business banking solutions. Its portfolio of products includes savings accounts, current accounts, fixed deposits, term deposits, credit cards, debit cards, personal loans, home loans, corporate loans, mortgages, investment products, life insurance, health and medical insurance, home insurance, and motor insurance. The company also offers transactional banking services, merger and acquisition advisory services, investment advisory services, wealth management services, Islamic banking services, private banking services, and e-banking services. It serves its customers through a netw......
$1495

Morocco Insurance Industry – Governance, Risk and Compliance

Morocco Insurance Industry - Governance, Risk and Compliance Summary GlobalData's 'Morocco Insurance Industry - Governance, Risk and Compliance' report is the result of extensive research into the insurance regulatory framework in Morocco. It provides detailed analysis of the insurance regulations for life, property, motor, liability, personal accident and health, and marine, aviation and transit insurance. The report specifies various requirements for the establishment and operation of insurance and reinsurance companies and intermediaries. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on prevailing insurance regulations, and recent and upcoming changes in the regulatory framework, taxation and legal system in ......
$950

Mexico PESTLE Insights – A Macroeconomic Outlook Report

Mexico PESTLE Insights - A Macroeconomic Outlook Report Summary The mining, manufacturing and utilities sector contributed 24.9% to the gross value added (GVA) in 2019, followed by wholesale, retail and hotels, and financial intermediation, real estate and business activities which contributed 20.54% and 21.37%, respectively. According to MarketLine, the three sectors are expected to decline by -4.9%, -0.1% and -3.2%, respectively, in 2020 Overall, the S&P/BMV IPC exhibited a downward trend over the last year. As of September 25, 2020, the S&P/BMV IPC stood at 36,583.71, compared to 43,014.07 on September 25, 2019. Scope - According to the Logistics Performance Index by the World Bank, Mexico's rank improved from 54th in 2016 to 51st in 2018 (out of 160 countries). - Five major feder......
$500

Portugal PESTLE Insights – A Macroeconomic Outlook Report

Portugal PESTLE Insights - A Macroeconomic Outlook Report Summary Financial intermediation, real estate and business activities contributed 26% to the gross value added (GVA) in 2019, followed by wholesale, retail and hotels (20.3%) and mining, manufacturing and utilities (16.5%). In 2020, these sectors are expected to contract by 5.0%, 5.8%, and 7.3% respectively, in nominal terms. The overall PSI20 index has recorded a downward trend over the past year. As of September 22nd, 2020 PSI20 index stood at 4158.14, compared to 5016.35 on September 22nd 2019 Scope - In January 2019, the Portuguese government announced a 10-year infrastructure investment plan (2021-2030) called the "National Investment Program 2030". - Northern Portugal and the Lisbon region together contributed 65.5% to to......
$500

Argentina Life Insurance – Key trends and Opportunities to 2024

Argentina Life Insurance - Key trends and Opportunities to 2024 Summary GlobalData's 'Argentina Life Insurance - Key trends and Opportunities to 2024' report provides in-depth market analysis, information and insights into the Argentine life insurance segment. This report provides a detailed outlook by product category for the Argentine life insurance segment. It provides values for key performance indicators such as gross written premium, claims paid and penetration during the review period (2015-2019) and forecast period (2019-2024). The report gives a comprehensive overview of the Argentine economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together GlobalData's research, modeling and analysis expertise, givin......
$3999
We use cookies to deliver the best possible experience on our website.
By continuing to use this site, or closing this box, you consent to our use of cookies. To learn more, visit our Privacy Policy