凯捷：《2016全球财富报告》( 英文 48页)

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Table of Contents

Preface

Executive Summary 

Asia-Pacific Growth Offsets Deceleration in Global HNWI Wealth Growth 

– Building on Momentum, Asia-Pacific Becomes Largest HNWI Market 

– Latin America Drags Down Ultra-HNWI Growth 

– Asia-Pacific Should Continue to Fuel Global HNWI Wealth Expansion through 2025 

Strong Opportunity Exists for Wealth Managers to Gain More HNWI Assets – Significant Liquid HNWI Wealth Remains Up for Grabs for Wealth Managers 

– HNWIs Open to Consolidating Wealth with Wealth Managers 

– Investment Philosophies Drive Allocation Decisions 

– HNWIs’ Equity Allocation Dominated by Individual Stocks and Mutual Funds 

– Investments with Social Impact Considerations Gaining Significant Traction 

Looking Back and Ahead: 20 Years of the World Wealth Report

– Striking HNWI Wealth Growth Marks Last 20 Years 

– Numerous Predictions Pan Out 

– Five Unexpected Trends Unfolded 

– Disruption Will Span Four Key Areas of Wealth Management for the Next Decade – Transformation Takes a Backseat to Day-to-Day Needs 

Digital Maturity Remains Elusive Goal 

– Wealth Manager Demand for Digital Tools Runs High, but Satisfaction Falls Short – Low Digital Maturity Threatens Profits 

– FinTechs Make Rapid Gains 

– Wealth Manager Engagement and FinTech Collaboration Can Push Digital Agenda – Digital Leaders Set the Pace 

– In Summary: Digital Maturity Feeds Profitability