At a global level, 18.7% of HNW wealth is invested outside one’s country of residence. Almost a quarter of these assets are offshored for general geographic diversification reasons, making it the most important driver. Access to better...

Wealth in Switzerland: HNW Investors 2017 Summary Inheritors form the largest segment among Swiss HNW individuals, who have generated their wealth mainly through property and real estate, in addition to professional services. Expats in Switzerland...

Wealth in France: HNW Investors 2017 Summary “Wealth in France: HNW Investors 2017” analyzes the French investment market, with a focus on the HNW segment. The report is based on our proprietary datasets. Almost a third of French...

Wealth in Singapore: Sizing the Market Opportunity 2017 Summary “Wealth in Singapore: Sizing the Market Opportunity 2017” analyzes the Singaporean wealth and retail savings and investments markets, with a focus on the HNW segment....

Wealth in China: Sizing the Market Opportunity 2017 Summary “Wealth in China: Sizing the Market Opportunity 2017” analyzes the Chinese wealth and retail savings and investments markets, with a focus on the HNW segment. The report...

HNW Asset Allocation Trends 2017 Summary HNW investment preferences are the result of interplay between a multitude of factors, such as macroeconomic and political conditions, risk-preferences, demographic factors, and investor attitudes. Over...

Super League competitors combined wealth management client AUM slowed its expansion in 2015, improving only by 0.9% over 2014. The reduced growth is reflective of wealth managers’ divesting activity, but also challenging market conditions....

Global pot of liquid assets has been growing steadily, and its value will exceed $100tn by the end of 2017. Shortly after the 2008-09 financial crisis growth was fueled mostly by equities and mutual funds, which benefitted from the increasing...