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市場調查報告書
亞太地區主要國家之財富管理市場
Assessing the attractiveness of key APAC wealth management markets
| 出版商 |
Datamonitor |
| 出版日期 |
2010年01月 |
商品編碼 |
111670 |
| 內容資訊 |
英文 54 pages |
| 價格 |
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亞太地區主要國家之財富管理市場 是由出版商Datamonitor在2010年01月所出版的。
這份英文市場調查報告書包含54 pages 價格從美金4495起跳。
本報告為,呼應國際規模民間企業所抱有之疑問,關注澳洲、香港、新加坡、印度與中國之財富管理,並對各國潛在之吸引力做不可或缺之分析,匯集檢證數據,以下列摘要形式闡述。
概要
實施概要
- 亞太地區市場抬頭讓全球性資產形成分佈產生遽變
- 亞太地區財富管理最具吸引力之市場為中國,接著為澳洲、印度
- 放眼全亞太地區,其財富管理市場各自極為不同
- 即使為財富之新加入者,亞太地區之富裕層對其自身財富管理服務也要求嚴格
亞太地區之資產形成
- 亞太地區市場抬頭讓全球性資產形成分佈產生遽變
- 對股市2008年前後之急速成長具有好感
- 低通貨膨脹水準顯示「單純之儲蓄產品產生實質之利益」的事實
亞太地區財富管理市場
- 亞太地區財富管理最具吸引力之市場為中國,接著為澳洲、印度
- 財富管理之未來指標
附錄
圖表
Abstract
Introduction
As international private banks search out the most promising Asia Pacific
markets for the future, this report examines the wealth management markets of
Australia, Hong Kong, Singapore, India and China, to determine which is the
single most attractive.
Scope of this research
- Provides a thorough and comprehensive analysis of the wealth management
markets in Australia, Hong Kong, Singapore, India and China
- Primary research among domestic wealth managers provides insight into HNWs
and the nature of competition
- Utilizes Datamonitor' s proprietary Wealth Management Opportunity Index to
score the attractiveness of the markets
Research and analysis highlights
Overall, Datamonitor believes that China is the most attractive country market
in the region for international private banks. While the macro business
environment in China is still difficult for foreign players, there is a vast
and ever expanding pot of wealth in the country which currently is not
particularly well serviced.
Australia is rated as being the second most attractive market for
international players because it offers many of the comforts of home to
Western players: a well developed economy, an attractive business environment
and significant numbers of sophisticated high net worth individuals (HNWs).
Perhaps controversially, India places third in Datamonitor' s rankings, let
down by key macro and institutional variables, and by the fact that its pool
of wealth is still relatively small and concentrated compared with other
countries in APAC.
Key reasons to purchase this research
- Understand APAC HNWs' attitudes and investment behaviour, and reasons for
choosing/leaving their wealth service.
- Gain insights into the competitive characteristics of the APAC wealth
management markets, and learn the factors for success.
- See how the wealth management markets of Australia, Hong Kong, Singapore,
India and China score against Datamonitor' s Opportunity Index.
Table of Contents
OVERVIEW
- Catalyst
- Summary
- Methodology
EXECUTIVE SUMMARY
- The rise of the APAC region has changed the distribution of global wealth
dramatically
- China is the most attractive wealth management market in APAC, with
Australia coming in second and India third
- The wealth management markets are very different across the APAC countries
- For all their newness to wealth, APAC HNWs are demanding when it comes to
their wealth management services
THE WEALTH OF THE APAC REGION
- The rise of the APAC region has changed the distribution of global wealth
dramatically
- The stock markets enjoyed many years of rapid growth pre- and post-2008
- Low levels of inflation have meant that simple savings products have
produced real returns
APAC' S WEALTH MANAGEMENT MARKET
- China is the most attractive wealth management market in APAC, with
Australia coming in second and India third
- The Wealth Management Opportunity Index
- Wealth management market features
- Wealth management client characteristics
APPENDIX
- Datamonitor' s Wealth Management Opportunity Index
- There are five key parameters when assessing a market for its wealth
management potential
- There are 18 components to the five key parameters of the wealth
management opportunity index
- Definitions
- The drivers of growth in the wealthy population
- Income growth (combined with inflation, changes in GDP by sector,
household savings rates and debt levels)
- Investment returns (market capitalization, interest rates and bond
yields)
- The following measures are not, in themselves, drivers of wealthy
population growth
- Market capitalization
- GDP
- The following measures are not drivers of wealthy population growth except
under very restricted circumstances
- Primary residence value growth
- Inheritance
- Bibliography
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
TABLES
- Table: Tax rates within the countries are not particularly high
- Table: Wealth Management Opportunity Index - Australia, Hong Kong,
Singapore, India and China
- Table: Wealth Management Opportunity Index with values - Australia, Hong
Kong, Singapore, India and China
- Table: Numbers of listed companies, bonds and ETFs across the five APAC
countries, November 2009
- Table: Share of the deposits market by type of banking institution in Hong
Kong (HK$m), October 2009
- Table: Breakdown of banks by local vs. foreign in Singapore, 2000 - 09
- Table: Number of banks in India of different type, 2008 - 09
- Table: Number of offices across the type of banking institutions in India,
2004 - 05 to 2008 - 09
- Table: Growth in deposits and investments across the different types of
banking institutions in India, 2004 - 05 to 2008 - 09
- Table: Status of foreign banks in China, December 2008
- Table: Business outlets and assets of foreign banks in China, 2003 - 08
FIGURES
- Figure: The economies of APAC have been among the best performing in the
world during the past decade
- Figure: Over 2005 - 09, there was positive average real wage growth across
the countries, with increases in China being particularly high
- Figure: After sharp falls in 2008, stock markets have rebounded strongly
- Figure: Ordinary deposit rates have produced real returns for investors
- Figure: Largest banks in Australia by household deposits, October 2009
- Figure: The market share picture in China has not changed markedly over
2003 - 08
- Figure: HNWs in APAC countries look for very different things when
deciding on their wealth management service
- Figure: The services in demand vary dramatically by country in the APAC
region
- Figure: Business/entrepreneurship is the source of most wealth in the APAC
region
- Figure: Appetite for risk dropped back markedly in 2009
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