香港的超富裕階級市場:∼2015年

本報告提供香港的超富裕階級(UHNWI)人口及資產管理產業的相關調查，超富裕階級市場規模，超富裕階級的人口統計分析，從2011年開始到2011年的數量，資產趨勢及2015年的預測，資產管理·私人銀行市場上發展·課題·機會等整體資料，為您概述為以下內容。

第1章 簡介

第2章 執行摘要

第3章 資產的基本市場

• 政治背景
• 經濟背景
• 市場背景

第4章 WealthInsight的超富裕階級(UHNWI)資料庫的調查結果

• 超富裕階級(UHNWI)
  • 市場概要
  • 數量分析
  • 資產趨勢分析
  • 每人的股本趨勢分析
  • 人口統計詳細內容
• 億萬富翁
  • 市場概要
  • 數量分析
  • 資產趨勢分析
  • 每人的股本趨勢分析
  • 人口統計詳細內容
  • 資產情報來源
  • 億萬富翁清單
• 百萬富翁
  • 市場概要
  • 數量分析
  • 資產趨勢分析
  • 每人的股本趨勢分析
• 富裕的百萬富翁
  • 市場概要
  • 數量分析
  • 資產趨勢分析
  • 每人的股本趨勢分析

第3章 資產市場競爭情形

• 競爭結構
  • 資產管理·私人銀行產業:競爭結構
  • 跨國公司
  • 中國銀行
  • 香港的銀行
  • 資產管理企業
  • 私人銀行
  • 合資企業
  • 投資顧問公司·獨立金融顧問
  • 信託
• 家庭辦公室
  • 混合型家庭辦公室
  • 多戶家庭辦公室
  • 單一家庭辦公室
• 境外資產管理·私人銀行產業
• 香港的資產管理·私人銀行產業:行動地圖
• 香港的資產市場上課題·機會
  • 法規環境
  • 稅金
  • 人力資源的可用性
  • 社會服務產業
  • 世代間的資產的移動·年輕客戶

第6章 附錄

• 相關法規
• 主要的經濟趨勢·促進因素

第7章 關於 WealthInsight

圖表

Synopsis

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

Summary

Hong Kong's relationship with mainland China and its status as a global financial centre makes it a prime destination for private banking. This report provides historical trends and projections of the volume and wealth of Hong Kong's UHNWIs. The report also reviews these findings in an analysis of the local Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:

• Independent market sizing of Hong Kong's UHNWI
• Most up to date and thorough analysis of the demographic breakdown of Hong Kong's UHNWI
• Volume and wealth trends from 2007 to 2011 * UHNWI volume and wealth forecasts to 2015
• Details of the development, challenges and opportunities of Hong Kong's Wealth Management and Private Banking sector
• Current insights into the drivers of HNWI wealth
• Family office information

Reasons To Buy

• The WealthInsight 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

1 Introduction

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

4 Findings from the WealthInsight HNWI Database

• 4.1 UHNWIs
• 4.1.1 Market overview
• 4.1.2 UHNWI volume trend analysis
• 4.1.3 UHNWI wealth trend analysis
• 4.1.4 UHNWI per capita net worth trend analysis
• 4.1.5 Demographic Breakdown of Hong Kong's UHNWI
• 4.2 UHNWIs - Billionaires
• 4.2.1 Market overview
• 4.2.2 Billionaire volume trend analysis
• 4.2.3 Billionaire wealth trend analysis
• 4.2.4 Billionaire per capita net worth trend analysis
• 4.2.5 Demographic Breakdown of Hong Kong's Billionaires
• 4.2.6 Sources of billionaire wealth
• 4.2.7 List of Billionaires in Hong Kong
• 4.3 UHNWIs - Centimillionaires
• 4.3.1 Market overview
• 4.3.2 Centimillionaire volume trend analysis
• 4.3.3 Centimillionaire wealth trend analysis
• 4.3.4 Centimillionaire per capita net worth trend analysis
• 4.4 UHNWI - Affluent Millionaires
• 4.4.1 Market overview
• 4.4.2 Affluent millionaire volume trend analysis
• 4.4.3 Affluent millionaire wealth trend analysis
• 4.4.4 Affluent millionaire per capita net worth trend analysis

5 Competitive Landscape of the Wealth Sector

• 5.1 Competitive Structure
• 5.1.1 Wealth management and private banking industry - competitive structure
• 5.1.2 Multinational corporations
• 5.1.3 Chinese banks
• 5.1.4 Local Hong Kong banks
• 5.1.5 Wealth managers
• 5.1.6 Private banks
• 5.1.7 Joint ventures
• 5.1.8 Boutique and independent financial advisors
• 5.1.9 Trusts
• 5.2 Family offices
• 5.2.1 Hybrid family offices
• 5.2.2 Multi-family offices
• 5.2.3 Single-family offices
• 5.3 Leading Companies in the Wealth Management and Private Banking Industry
• 5.4 Offshore Wealth Management and Private Banking Industry
• 5.5 Hong Kong Wealth Management and Private Banking Industry - Behavioral Mapping
• 5.6 Challenges and Opportunities for the Wealth Sector in Hong Kong
• 5.6.1 Regulatory environment
• 5.6.2 Tax structure
• 5.6.3 Human resource availability for the wealth management and private banking industry
• 5.6.4 Philanthropy
• 5.6.5 Intergenerational wealth transfer and younger clientele

6 Appendix

• 6.1 Pertinent Regulations
• 6.1.1 Regulations on banks
• 6.1.2 Regulations on foreign banks
• 6.1.3 Regulations on real estate
• 6.1.4 Regulations on foreign investment
• 6.1.5 Regulations on capital investment
• 6.1.6 Regulations on leverage buyouts and M&A
• 6.1.7 Regulations on hedge funds and derivatives
• 6.1.8 Regulations related to taxes
• 6.2 Key Economic Trends and Drivers
• 6.2.1 National wealth indicators
• 6.2.2 Financial market indicators
• 6.2.3 Banking indicators
• 6.2.4 Trade indicators
• 6.2.5 Other indicators

7 About WealthInsight

List of Tables

• Table 1: HNWI Wealth Band and Group Definitions
• Table 2: UHNWIs - Volume by Wealth Band, 2007-2015
• Table 3: UHNWIs - Wealth by Wealth Band (US$ Billion), 2007-2015
• Table 4: UHNWIs - Per Capita Net Worth (US$ Million), 2007-2015
• Table 5: UHNWIs - Billionaires: Market Overview, 2007-2015
• Table 6: UHNWIs - Billionaires: Top 20
• Table 7: UHNWIs - Centimillionaires: Market Overview, 2007-2015
• Table 8: UHNWIs - Affluent Millionaires: Market Overview, 2007-2015
• Table 9: Main Companies in the Hong Kong Wealth Management Industry
• Table 10: Main Companies in the Hong Kong Wealth Management Industry
• Table 11: Real GDP Growth Rate (%), 2006-2015
• Table 12: GDP Per Capita, 2006-2015
• Table 13: Gross Savings as a Percentage of Real GDP, 2006-2015
• Table 14: Domestic Market Capitalization and P/E Ratio, 2006-2010
• Table 15: Housing Price Index, 2006-2010
• Table 16: Commodity Indices, 2006-2015
• Table 17: Foreign Direct Investment (US$ Billion), 2006-2015
• Table 18: Investments of FIIs in Equity Products, 2006-2009
• Table 19: Inflation Rate (%), 2006-2015
• Table 20: Repo Rate (%), 2006-2015
• Table 21: Balance of Payments (US$ Billion), 2006-2010
• Table 22: Stock Market Performance, 2006-2010
• Table 23: External and Fiscal Debt as Percentage of GDP, 2006-2015
• Table 24: HNWIs Wealth vs GDP Ratio, 2006-2010
• Table 25: Capital Formation as a Percentage of GDP, 2006-2015
• Table 26: Disposable Income as a Percentage of GDP, 2006-2015

List of Figures

• Figure 1: UHNWIs - Analysis of Wealth Band Evolution, 2007-2015
• Figure 2: UHNWIs - Volume by Wealth Band, 2007-2015
• Figure 3: UHNWIs - Wealth by Wealth Band (US$ Billion), 2007-2015
• Figure 4: UHNWIs - Per Capita Net Worth (US$ Million), 2007-2015
• Figure 5: UHNWIs - Average Age by Major Industry, 2011
• Figure 6: UHNWIs - Industry Distribution by Primary Source of Wealth (%), 2011
• Figure 7: UHNWIs - Industry Performance, 2007-2011
• Figure 8: UHNWIs - Industry Forecasts, 2011-2015
• Figure 9: UHNWIs - Performance by Job Title, 2007-2011
• Figure 10: UHNWIs - Billionaires: Market Overview, 2007-2015
• Figure 11: UHNWIs - Billionaires: Age Distribution, 2011
• Figure 12: UHNWIs - Billionaires: Performance per Job Title, 2007-2011
• Figure 13: UHNWIs - Billionaires: Distribution by Primary Source of Wealth (%), 2011
• Figure 14: UHNWIs - Billionaires: Performance by Industry, 2007-2011
• Figure 15: UHNWIs - Centimillionaires: Market Overview, 2007-2015
• Figure 16: UHNWIs - Affluent Millionaires: Market Overview, 2007-2015
• Figure 17: Hong Kong Wealth Management Industry - Behavioral Mapping, 2011
• Figure 18: Real GDP Growth (%), 2006-2015
• Figure 19: GDP Per Capita, 2006-2015
• Figure 20: Gross Savings as a Percentage of Real GDP, 2006-2015
• Figure 21: Domestic Market Capitalization and P/E Ratio, 2006-2010
• Figure 22: Housing Price Index, 2006-2010
• Figure 23: Commodity Indices, 2006-2015
• Figure 24: Foreign Direct Investment (US$ Billion), 2006-2015
• Figure 25: Investments of FIIs in Equity Products, 2006-2009
• Figure 26: Inflation Rate (%), 2006-2015
• Figure 27: Repo Rate (%), 2006-2015
• Figure 28: Balance of Payments (US$ Billion), 2006-2010
• Figure 29: Stock Market Performance, 2006-2010
• Figure 30: External and Fiscal Debt as Percentage of GDP, 2006-2015
• Figure 31: HNWIs Wealth vs GDP Ratio, 2006-2010
• Figure 32: Capital Formation as a Percentage of GDP, 2006-2015
• Figure 33: Disposable Income as a Percentage of GDP, 2006-2015