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市場調查報告書 - 227780

香港的富裕階級的未來(∼2015年):金融及富裕階層的中心地帶

Hong Kong - Future of HNWI to 2015: Centre of Finance, Centre of Wealth

出版商 Wealthinsight
出版日期 內容資訊 英文 nfo Pages
價格
香港的富裕階級的未來(∼2015年):金融及富裕階層的中心地帶 Hong Kong - Future of HNWI to 2015: Centre of Finance, Centre of Wealth
出版日期: 2011年11月08日 內容資訊: 英文 nfo Pages
簡介

本報告提供香港的富裕階級的各種趨勢與資產運用·私人銀行經營者的市場機會調查分析,香港的富裕階層人口規模和資產各等級的詳細內容,富裕階層人口簡介,富裕階層的資產運用·投資趨勢,資產運用部門的主要經營者與競爭環境,香港的資產運用部門的進入的市場機會與課題等彙整資料,為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 資產運用部門的基礎資訊

  • 資產運用部門的政治背景
  • 資產運用部門的經濟背景
  • 香港的資產運用市場背景

第4章 WealthInsight的富裕階級資料庫的調查結果

第5章 香港的富裕階層的投資

  • 資產各級分析
    • 流動資產的趨勢的變化
    • 替代資產
    • 藝術·葡萄酒等
    • 不動產
    • 現金存款
    • 固定收益產品
    • 股權
    • 產業利益
  • 外國投資分析
    • 中國當地
    • 其他的亞太地區各國
    • 北美·歐洲
    • 非洲·中東·南美

第6章 資產部門的競爭環境

  • 競爭結構
  • 家庭辦公室
  • 資產運用·私人銀行產業的主要企業
  • 海上資產運用·私人銀行產業
  • 香港的資產運用·私人銀行產業:行動藍圖
  • 香港的資產運用部門的市場機會與課題
    • 法律制度
    • 稅制
    • 人力資源
    • 社會服務
    • 世代間的財富的轉變的需求和年輕客戶

第7章 附錄

第8章 關於 WealthInsight

圖表

目錄

Synopsis

This report is the result of Wealth Insight's extensive research covering the HNWI population and Wealth Management industry in Hong Kong. It provides market size and forecasts of the HNWI population. By leveraging the Wealth Insight HNWI Database, it provides key demographic breakdowns.

Summary

Hong Kong offers tremendous opportunities for the private banking industry as a result its relationship with mainland China and its status as a global financial centre. This report not only provides detailed forecasts on expected HNWI asset allocation of Hong Kong's HNWI and UHNWI to 2015, but gives the reader the crucial insight necessary to effectively act on those projections. In addition to providing a comprehensive and robust background of the Hong Kong economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, the report provides robust projections of the volume, wealth and asset allocation of Hong Kong's HNWI. The report also couches these findings in an analysis of Hong Kong's Wealth Management and Private Banking sector, and the opportunities therein. But what really sets the report apart is its analysis and presentation of the demographic trends and findings of the proprietary Wealth Insight HNWI Database.

Scope

The report features:

  • Independent market sizing of Hong Kong's HNWI
  • Most up to date and thorough analysis of the demographic breakdown of Hong Kong's HNWI
  • Volume, wealth and allocation forecasts to 2015
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Hong Kong
  • Current insights into the drivers of HNWI wealth
  • Family office information

Reasons To Buy

  • The Wealth Insight HNWI Database is an unparalleled resource and the leading database of its kind. Compiled and curated by a team of expert research specialists, the HNWI Database comprises up to one hundred data-points on over 100,000 HNWI around the world. With the HNWI Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI universe in each of the countries and regions we cover.
  • Comprehensive forecasts to 2015.
  • Information on sources of wealth for HNWIs in each major city, by industry and other measures.

Table of Contents

TABLE OF CONTENTS

1 Introduction

  • 1.1 What is this Report About?

2 Executive Summary

3 Wealth Sector Fundamentals

  • 3.1 Political Background of the Wealth Sector
  • 3.2 Economic Background to the Wealth Sector
  • 3.3 Benchmarking Hong Kong Wealth in Context
    • 3.3.1 Distribution of Wealth

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2015
    • 4.1.1 HNWI Trend Analysis
    • 4.1.2 HNWI Volume Trend Analysis
    • 4.1.3 HNWI Wealth Trend Analysis
    • 4.1.4 Per Capita HNWI Net Worth Trend Analysis
    • 4.1.5 Trends of the Wealth Bands
    • 4.1.6 Demographic Breakdown of Hong Kong's HNWI
  • 4.2 UHNWI
    • 4.2.1 UHNWI Volume Trend Analysis
    • 4.2.2 UHNWI Wealth Trend Analysis
    • 4.2.3 UHNWI Per Capita Net Worth Trend Analysis
    • 4.2.4 Demographic Breakdown of Hong Kong's UHNWI
  • 4.3 UHNWI - The Billionaires
    • 4.3.1 Billionaire Volume Trend Analysis
    • 4.3.2 Billionaire Wealth Trend Analysis
    • 4.3.3 Billionaire Per Capita Net Worth Trend Analysis
    • 4.3.4 Demographic Breakdown of Hong Kong's Billionaires
    • 4.3.5 Sources of Billionaire Wealth
    • 4.3.6 List of Billionaires in Hong Kong
  • 4.4 UHNWI - The Centimillionaires
    • 4.4.1 Centimillionaire Volume Trend Analysis
    • 4.4.2 Centimillionaire Wealth Trend Analysis
    • 4.4.3 Centimillionaire Per Capita Net Worth Trend Analysis
  • 4.5 UHNWI - The Affluent Millionaire
    • 4.5.1 Affluent Millionaire Volume Trend Analysis
    • 4.5.2 Affluent Millionaire Wealth Trend Analysis
    • 4.5.3 Affluent Millionaire Per Capita Net Worth Trend Analysis
  • 4.6 Core HNWI
    • 4.6.1 Core HNWI Volume Trend Analysis
    • 4.6.2 Core HNWI Wealth Trend Analysis
    • 4.6.3 Core HNWI Per Capita Net Worth Trend Analysis
  • 4.7 Core HNWI - The Mid Tier Millionaires
    • 4.7.1 Mid Tier Millionaire Volume Trend Analysis
    • 4.7.2 Mid Tier Millionaire Wealth Trend Analysis
    • 4.7.3 Mid Tier Millionaire Per Capita Worth Trend Analysis
  • 4.8 Core HNWI - Lower Tier Millionaires
    • 4.8.1 Lower Tier Millionaire Volume Trend Analysis
    • 4.8.2 Lower Tier Millionaire Wealth Trend Analysis
    • 4.8.3 Lower Tier Millionaire Per Capita Net Worth Trend Analysis

5 Analysis of Hong Kong HNWI Investment

  • 5.1 Analysis by Asset Classes
    • 5.1.1 Changing Trends in Liquid Assets - Equity, Fixed Income and Cash and Deposits
    • 5.1.2 Trends in Alternative Assets
    • 5.1.3 Trends in "Art, Wine and Wheels"
    • 5.1.4 Trends of Investments in Real Estate
    • 5.1.5 Trends of Investments in Cash and Deposits
    • 5.1.6 Trends of Investments in Fixed Income
    • 5.1.7 Trends of Investments in Equity
    • 5.1.8 Trends of Investments in Business Interest
  • 5.2 Analysis of Foreign Investments
    • 5.2.1 Trend of Investments in Mainland China
    • 5.2.2 Trend of Investments in Rest of Asia Pacific
    • 5.2.3 Trend of Investments in North America and Europe
    • 5.2.4 Trend of Investments in Africa, Middle East and Latin America

6 Competitive Landscape of the Wealth Sector

  • 6.1 Competitive Structure
    • 6.1.1 Wealth Management and Private Banking Industry - Competitive Structure
    • 6.1.2 Multinational Corporations
    • 6.1.3 Chinese Banks
    • 6.1.4 Local Hong Kong Banks
    • 6.1.5 Wealth Managers
    • 6.1.6 Private Banks
    • 6.1.7 Joint Ventures
    • 6.1.8 Boutique and Independent Financial Advisors
    • 6.1.9 Trusts
  • 6.2 Family Offices
    • 6.2.1 Hybrid Family Offices
    • 6.2.2 Multi-Family Offices
    • 6.2.3 Single Family Offices
  • 6.3 Leading Companies in the Wealth Management and Private Banking Industry
  • 6.4 Offshore Wealth Management and Private Banking Industry
  • 6.5 Hong Kong Wealth Management and Private Banking Industry - Behavioral Mapping
  • 6.6 Challenges and Opportunities for the Wealth Sector in Hong Kong
    • 6.6.1 Regulatory Environment
    • 6.6.2 Tax structure
    • 6.6.3 Human resource availability for the wealth management and private banking industry
    • 6.6.4 Philanthropy
    • 6.6.5 Intergenerational Wealth Transfer and Younger Clientele

7 Appendix

  • 7.1 Pertinent Regulations
    • 7.1.1 Regulations on Banks
    • 7.1.2 Regulations on Foreign Banks
    • 7.1.3 Regulations on Real Estate
    • 7.1.4 Regulations on Foreign Investment
    • 7.1.5 Regulations on Capital Investment
    • 7.1.6 Regulations on Leverage Buyouts and M&A
    • 7.1.7 Regulations on Hedge Funds and Derivatives
    • 7.1.8 Regulations Related to Taxes
  • 7.2 Key Economic Trends and Drivers
    • 7.2.1 National Wealth Indicators
    • 7.2.2 Financial Market Indicators
    • 7.2.3 Banking Indicators
    • 7.2.4 Trade Indicators
    • 7.2.5 Other Indicators

8 About WealthInsight

List of Tables

LIST OF TABLES

  • Table 1: HNWI Wealth Band Definitions
  • Table 2: HNWI - Volume by Wealth Band, 2007-15
  • Table 3: HNWI - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Table 4: HNWI - Per Capita Net Worth (in US$ Million), 2007-15
  • Table 5: HNWI - Volume Distribution Wealth Pyramid, 2011
  • Table 6: HNWI - Wealth Distribution Wealth Pyramid, 2011
  • Table 7: UHNWI - Volume by Wealth Band, 2007-15
  • Table 8: UHNWI - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Table 9: UHNWI - Per Capita Net Worth (US$ Million), 2007-15
  • Table 10: UHNWI - The Billionaires - Market Overview, 2007-15
  • Table 11: UHNWI - The Billionaires - Top 20
  • Table 12: UHNWI - Centimillionaires - Market Overview, 2007-15
  • Table 13: UHNWI - The Affluent Millionaires - Market Overview, 2007-15
  • Table 14: Core HNWI - Volume by Wealth Band, 2007-15
  • Table 15: Core HNWI - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Table 16: Core HNWI - Per Capita Net Worth by Wealth Band, 2007-15
  • Table 17: Core HNWI - Mid Tier Millionaires - Market Overview, 2007-15
  • Table 18: Core HNWI - Lower Tier Millionaires - Market Overview, 2007-15
  • Table 19: HNWI - Liquid Asset Composition (%), 2007-15
  • Table 20: HNWI - Liquid Asset Composition (%), 2007-15
  • Table 21: HNWI - Trends of Investments in Alternative Assets (%), 2007-15
  • Table 22: HNWI - Alternative Asset Composition (%), 2007-15
  • Table 23: HNWI - HNWI - Trends in "Art, Wine and Wheels", 2006-10
  • Table 24: HNWI - Foreign Allocations by Asset Class, 2007-15
  • Table 25: HNWI - Trends of Foreign Investments, 2007-2015
  • Table 26: Major Companies in the Hong Kong Wealth Management Industry
  • Table 27: Major Companies in the Hong Kong Wealth Management Industry
  • Table 28: Real GDP Growth Rate, 2006-15
  • Table 29: GDP Per Capita, 2006-15
  • Table 30: Gross Savings as a % of Real GDP, 2006-2015
  • Table 31: Domestic Market Capitalization, 2006-10
  • Table 32: Housing Price Index, 2006-10
  • Table 33: Commodity Indices, 2006-15
  • Table 34: Foreign Direct Investments, 2006-2015
  • Table 35: Investments of FIIs in Equity Products, 2006-09
  • Table 36: Inflation Rate, 2006-15
  • Table 37: Repo Rate, 2006-15
  • Table 38: Balance of Payments, 2006-10
  • Table 39: Stock Market Performance, 2006-10
  • Table 40: External and Fiscal Debt as % of GDP, 2006-15
  • Table 41: HNWI Wealth vs. GDP Ratio, 2006-10
  • Table 42: Capital Formation as % of GDP, 2006-15
  • Table 43: Disposable Income as % of GDP, 2006-15

List of Figures

LIST OF FIGURES

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: HNWI Wealth Sector Market Attractiveness, 2007-15
  • Figure 3: HNWI - Hong Kong vs. RoW and Asia-Pacific
  • Figure 4: HNWI - Growth Factor Correlation, 2007-11
  • Figure 5: HNWI - Volume by Wealth Band, 2007-15
  • Figure 6: HNWI - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Figure 7: HNWI - Per Capita Net Worth (in US$ Million), 2007-15
  • Figure 8: HNWI - Volume Distribution Wealth Pyramid, 2011
  • Figure 9: HNWI - Wealth Distribution Wealth Pyramid, 2011
  • Figure 10: HNWI - Average Age by Wealth Band, 2011
  • Figure 11: UHNWI - Analysis of Wealth Band Evolution, 2007-15
  • Figure 12: UHNWI - Volume by Wealth Band, 2007-15
  • Figure 13: UHNWI - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Figure 14: UHNWI - Per Capita Net Worth (US$ Million), 2007-15
  • Figure 15: UHNWI - Average Age by Major Sector, 2011
  • Figure 16: UHNWI - Distribution by Primary Source of Wealth, 2011
  • Figure 17: UHNWI - Sector Performance, 2007-2011
  • Figure 18: UHNWI - Sector Forecasts, 2011-2015
  • Figure 19: UHNWI - Performance by Job Title, 2007-2011
  • Figure 20: UHNWI - The Billionaires - Market Overview, 2007-15
  • Figure 22: UHNWI - The Billionaires - Age Distribution, 2011
  • Figure 23: UHNWI - The Billionaires - Performance per Job Title, 2007-2011
  • Figure 24: UHNWI - The Billionaires - Distribution by Primary Source of Wealth, 2011
  • Figure 25: UHNWI - The Billionaires - Performance by Sector, 2007-2011
  • Figure 26: UHNWI - Centimillionaires - Market Overview, 2007-15
  • Figure 27: UHNWI - The Affluent Millionaires - Market Overview, 2007-15
  • Figure 28: Core HNWI - Volume by Wealth Band, 2007-15
  • Figure 29: Core HNWI - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Figure 30: Core HNWI - Per Capita Net Worth by Wealth Band, 2007-15
  • Figure 31: Core HNWI - Mid Tier Millionaires - Market Overview, 2007-15
  • Figure 32: Core HNWI - Lower Tier Millionaires - Market Overview, 2007-15
  • Figure 33: HNWI - Asset Class Composition, 2007-15
  • Figure 34: HNWI - Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-15
  • Figure 35: HNWI - Liquid Assets Composition (US$ Billions), 2007-15
  • Figure 36: HNWI - Trends of Investments in Alternative Assets (in US$ Billion), 2007-15
  • Figure 37: HNWI - Trends in "Art, Wine and Wheels", 2006-10
  • Figure 38: HNWI - 2015 Foreign Asset Allocation vs. Growth
  • Figure 39: HNWI - Global Distribution of Foreign Investments, 2007-15
  • Figure 40: Hong Kong Wealth Management Industry - Behavioral Mapping, 2011
  • Figure 41: Real GDP Growth (%), 2006-15
  • Figure 42: GDP Per Capita, 2006-15
  • Figure 43: Gross Savings as a % of Real GDP, 2006-2015
  • Figure 44: Domestic Market Capitalization, 2006-10
  • Figure 45: Housing Price Index, 2006-10
  • Figure 46: Commodity Indices, 2006-15
  • Figure 47: Foreign Direct Investments, 2006-2015
  • Figure 48: Investments of FIIs in Equity Products, 2006-09
  • Figure 49: Inflation Rate, 2006-15
  • Figure 50: Repo Rate, 2006-15
  • Figure 51: Balance of Payments, 2006-10
  • Figure 52: Stock Market Performance, 2006-10
  • Figure 53: External and Fiscal Debt as % of GDP, 2006-15
  • Figure 54: HNWI Wealth vs. GDP Ratio, 2006-10
  • Figure 55: Capital Formation as % of GDP, 2006-15
  • Figure 56: Disposable Income as % of GDP, 2006-15
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