Wealth in China: HNW Investors 2017

2017-06-01
Price :
Published : Jun-2017
No. of Pages : 44

Wealth in China: HNW Investors 2017

Summary

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

The Chinese private banking industry is difficult to penetrate, but wealth managers that are aware of the local makeup of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their wealth through a mixture of first-generation entrepreneurship and business ownership. While the largest chunk of HNW wealth is held via discretionary mandates, a noteworthy proportion remains up for grabs. The average portfolio is heavily invested into cash and near-cash products and property, and this is not expected to change in the near future. Chinese HNW clients also show moderate to strong demand for auxiliary services; in particular, financial and pension planning are popular, and demand for all planning services is forecast to rise. As a result, a multi-service proposition is critical in China.

Specifically the report –
– Profiles the average Chinese HNW investor in terms of their demographics and analyzes the expat opportunity in China.
– Analyzes which wealth management mandates are preferred among Chinese HNW investors and how demand will develop looking forward.
– Examines the allocation of Chinese HNW investors’ portfolios into different asset classes and how this will change in the future.
– Analyzes product and service demand among Chinese HNW investors.

Scope

– Business owners are a lucrative segment, accounting for over 61% of the local HNW population.
– Expats also represent a noteworthy proportion of the Chinese resident HNW population, with the largest number stemming from the US.
– HNW investors allocate an above-average and growing proportion of their wealth into cash and near-cash products and real estate.
– 41% of HNW wealth is kept in discretionary mandates, but demand for automated investment services is on the rise.
– Financial and pension planning are particularly sought after, and should be part of every wealth manager’s offering.

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 Chinese HNW investors and react proactively to forecasted changes in demand.

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

Employee Benefits in Chile 2018

Employee Benefits in Chile 2018 Summary Chile was one of the first countries in the Americas to set up state-sponsored social security coverage. The country's pension system consists of multiple pillars - a non-contributory first pillar, a fully funded second pillar and a voluntary third pillar. In 1981, a new privatized system was introduced to carry out social security schemes. Private sector insurance companies called pension fund managers administer these programs and the state is in charge of the regulations. Under this new system, formal employees are mandated to contribute to the personal account, which is managed by a pension fund manager. The report provides in-depth industry analysis, information and insights of the employee benefits in Chile, including: overview of the state ......
$1495

The Insurance Industry in Namibia, Key Trends and Opportunities to 2022

The Insurance Industry in Namibia, Key Trends and Opportunities to 2022 Summary GlobalData's 'The Insurance Industry in Namibia, Key Trends and Opportunities to 2022' report provides detailed analysis of the market trends, drivers and challenges in the Namibian insurance industry. It provides key performance indicators such as written premium and claims during the review period (2013-2017) and forecast period (2017-2022). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Namibian 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, giving insurers access to information on segment dynamics and......
$1450

Employee Benefits in Kazakhstan 2018

Employee Benefits in Kazakhstan 2018 Summary Kazakhstan's social security system consists of social insurance system and social assistance system. The social security system covers a large proportion of the population and offers a wide range of social benefits and allowances to its people. The Kazakhstan Agency for Financial Market and Financial Organizations, the Ministry of Labor and Social Protection (MOLSP) and the Ministry of Health are the most important organizations responsible for the management and supervision of social security benefits. Both the state and private benefits in Kazakhstan are undergoing transformation, and are expected to improve in the near future as the government is aiming to diversify its economy. The report provides in-depth industry analysis, information ......
$1495

Governance, Risk and Compliance – The Taiwanese Insurance Industry

Governance, Risk and Compliance - The Taiwanese Insurance Industry Summary GlobalData's 'Governance, Risk and Compliance - The Taiwanese Insurance Industry' report is the result of extensive research into the insurance regulatory framework in Taiwan. 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......
$1495

Governance, Risk and Compliance – The Ecuadorian Insurance Industry

Governance, Risk and Compliance - The Ecuadorian Insurance Industry Summary GlobalData's 'Governance, Risk and Compliance - The Ecuadorian Insurance Industry' report is the result of extensive research into the insurance regulatory framework in Ecuador. 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 le......
$1495

Governance, Risk and Compliance – The Kazakhstani Insurance Industry

Governance, Risk and Compliance - The Kazakhstani Insurance Industry Summary GlobalData's 'Governance, Risk and Compliance - The Kazakhstani Insurance Industry' report is the result of extensive research into the insurance regulatory framework in Kazakhstan. 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 a......
$1495

Governance, Risk and Compliance – The Luxembourg Insurance Industry

Governance, Risk and Compliance - The Luxembourg Insurance Industry Summary GlobalData's 'Governance, Risk and Compliance - The Luxembourg Insurance Industry' report is the result of extensive research into the insurance regulatory framework in Luxembourg. 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......
$1495

Strategic Market Intelligence: Life Insurance in Pakistan – Key Trends and Opportunities to 2022

Strategic Market Intelligence: Life Insurance in Pakistan - Key Trends and Opportunities to 2022 Summary GlobalData's 'Strategic Market Intelligence: Life Insurance in Pakistan - Key Trends and Opportunities to 2022' report provides a detailed outlook by product category for the Pakistani life insurance segment, and a comparison of the Pakistani life insurance with its regional counterparts. It provides values for key performance indicators such as written premium, incurred loss, claims paid, commissions and expenses, combined ratio, total assets, total investment income and net earned premium during the review period (2013-2017) and forecast period (2017-2022). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Pakistani econ......
$3999

Strategic Market Intelligence: General Insurance in Pakistan – Key Trends and Opportunities to 2022

Strategic Market Intelligence: General Insurance in Pakistan - Key Trends and Opportunities to 2022 Summary GlobalData's 'Strategic Market Intelligence: General Insurance in Pakistan - Key Trends and Opportunities to 2022' report provides a detailed outlook by product category for the Pakistani general insurance segment, and a comparison of the Pakistani general insurance with its regional counterparts. It provides values for key performance indicators such as written premium, incurred loss, loss ratio, commissions and expenses, combined ratio, total assets, total investment income and net earned premium during the review period (2013-2017) and forecast period (2017-2022). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Pak......
$3999

PESTLE Insights: Macroeconomic Outlook Report – Norway

PESTLE Insights: Macroeconomic Outlook Report - Norway Summary Financial intermediation, real estate and business activities contributed 17.6% to the gross value added (GVA) in 2017, followed by mining, manufacturing and utilities (10.2%), and wholesale, retail and hotels (9.7%). In nominal terms, the three sectors are expected to grow by 6.3%, 4.5% and 5.8%, respectively, in 2018. Over 2018-2029 period, the Norwegian government plans to develop infrastructure by spending NOK1,064 bn (US$128.6 bn) on roads, shipping, railways, aviation, and public transport. Scope - Four major regions in Norway generate around 52.8% of the country's GDP and comprise 27.5% of the country's population - FDI inflows towards Norway has been witnessing a declining trend over the past three years, with mini......
$500
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