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市場調查報告書 - 229603

香港的富裕階級的資產分配

HNWI Asset Allocation in Hong Kong 2014

出版商 Wealthinsight
出版日期 內容資訊 英文 63 Pages
價格
香港的富裕階級的資產分配 HNWI Asset Allocation in Hong Kong 2014
出版日期: 2014年12月17日 內容資訊: 英文 63 Pages
簡介

本報告提供香港的富裕階級(HNWI)人口與財富管理(資產管理)產業調查分析、香港的富裕階級的資產分配的現狀與預測,為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 財富(資產)部門的基礎資訊

  • 資產部門的政治背景
  • 資產部門的經濟背景
  • 香港的資產市場基準
  • 富裕階級的量和資產趨勢

第4章 香港的富裕階級的投資分析

  • 各資產類別分析
    • 替代資產趨勢
    • 「藝術、葡萄酒、車」趨勢
    • 不動產的投資趨勢
    • 現金、存款的投資趨勢
    • 債權的投資趨勢
    • 股票的投資趨勢
    • 產業利益的投資趨勢
  • 外國投資分析
    • 歐洲的投資趨勢
    • 北美(含美國、墨西哥、加勒比海)的投資趨勢
    • 亞太地區的投資趨勢
    • 拉丁美洲、南美的投資趨勢
    • 中東的投資趨勢
    • 非洲的投資趨勢
  • 替代資產的明細:流動資產 vs 可投資資產
  • 香港的UHNWI投資分析

第5章 附錄

  • 香港的資產管理市場的輔助部門
    • 慈善事業(社會貢獻)
  • 稅制相關法規
  • 移民、投資、僱用相關法規
  • 主要的推動市場成長要素
    • 港幣/美金匯率
    • 實質GDP成長率
    • 人均GDP
    • 國內股市的市值
    • 商品價格指數
    • 海外直接投資(FDI)流入、流出額
    • 通貨膨脹率
    • 利率
    • 國際收支
    • 政府債務
    • 股市實際成果
  • 資產結構

第6章 關於 WealthInsight

圖表

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目錄

This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Hong Kong.

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.

Summary

This report provides the latest asset allocations of Hong Kong HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Hong Kong HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope

  • Independent market sizing of Hong Kong HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Hong Kong 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2018.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Wealth Sector Fundamentals

  • 3.1. Political Background
  • 3.2. Economic Background
  • 3.3. Benchmarking Hong Kong Wealth in Context
    • 3.3.1. Distribution of wealth in Hong Kong
  • 3.4. HNWI Volume and Wealth Trends

4. Analysis of Hong Kong HNWI Investments

  • 4.1. Analysis by Asset Class
    • 4.1.1. Trends in alternative assets
    • 4.1.2. Trends in 'art, wine and wheels'
    • 4.1.3. Trends of investments in real estate
    • 4.1.4. Trends of investments in cash and deposits
    • 4.1.5. Trends of investments in fixed-income
    • 4.1.6. Investment trends in equity
    • 4.1.7. Investments trends in business interests
  • 4.2. Analysis of Foreign Investments
    • 4.2.1. Investments in Europe
    • 4.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 4.2.3. Investments in Asia-Pacific
    • 4.2.4. Investments in Central and South America
    • 4.2.5. Investments in the Middle East
    • 4.2.6. Investments in Africa
  • 4.3. Alternative Breakdown: Liquid vs. Investable Assets
  • 4.4. Analysis of Hong Kong UHNWI Investments

5. Appendix

  • 5.1. Additional Components of the Wealth Sector in Hong Kong
    • 5.1.1. Philanthropy
  • 5.2. Tax Regulations
  • 5.3. Regulations Related to Immigration, Investment and Employment
  • 5.4. Key Drivers
    • 5.4.1. HKD to US$ exchange rate
    • 5.4.2. Real GDP growth
    • 5.4.3. Per capita GDP
    • 5.4.4. Domestic market capitalization
    • 5.4.5. Commodity index
    • 5.4.6. Foreign direct investments - inflow and outflow
    • 5.4.7. Inflation rate
    • 5.4.8. Interest rate
    • 5.4.9. Balance of payments
    • 5.4.10. Government debt
    • 5.4.11. Stock market performance
  • 5.5. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions in Hong Kong by Population (Volume), 2013
  • Table 3: Hong Kong Allocations of HNWI Assets (%), 2009-2018
  • Table 4: Hong Kong HNWI Holdings Growth (%), 2009-2018
  • Table 5: Hong Kong HNWI Alternative Asset Composition (%), 2009-2018
  • Table 6: Hong Kong HNWI Trends of Investments in Alternative Assets (%), 2009-2018
  • Table 7: Hong Kong Trends in 'Art, Wine and Wheels', 2009-2013
  • Table 8: Global Prime Real Estate Prices per m2 (US$), 2014
  • Table 9: Hong Kong HNWI Foreign Investment Allocations (%), 2009-2018
  • Table 10: Hong Kong HNWI Liquidity Breakdown (US$ Billion), 2009-2018
  • Table 11: Hong Kong HNWI Liquidity Breakdown (%), 2009-2018
  • Table 12: Hong Kong UHNWI Allocations and Share of HNWI Assets (%), 2013
  • Table 13: Hong Kong Income Tax Bands (HKD), 2013-2014
  • Table 14: HKD per US$ Exchange Rate, 2009-2018
  • Table 15: Hong Kong Real GDP Growth (%), 2009-2018
  • Table 16: Hong Kong GDP per Capita (US$), 2009-2018
  • Table 17: Hong Kong Domestic Market Capitalization (US$ Billion), 2009-2013
  • Table 18: Hong Kong Commodity Indices, 2009-2018
  • Table 19: Hong Kong Foreign Direct Investment (US$ Billion), 2007-2011
  • Table 20: Hong Kong Inflation Rate (%), 2009-2018
  • Table 21: Hong Kong Money Market Rate (%), 2009-2018
  • Table 22: Hong Kong Balance of Payments (US$ Billion), 2009-2013
  • Table 23: Hong Kong Government Debt as a Percentage of GDP, 2009-2018
  • Table 24: Hong Kong Stock Market Performance, 2009-2013
  • Table 25: Hong Kong HNWI Wealth vs GDP Ratio, 2009-2018
  • Table 26: Hong Kong - Appendix One
  • Table 27: Hong Kong - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Hong Kong
  • Figure 3: Hong Kong Asset Price Performance (%), 2009-2013
  • Figure 4: Hong Kong HNWI Performance (US$ Billions and HNWI Volume), 2009-2018
  • Figure 5: Hong Kong vs Global HNWIs (%), 2009-2018
  • Figure 6: Hong Kong HNWI Asset Class Composition (%), 2009-2018
  • Figure 7: Hong Kong HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
  • Figure 8: Hong Kong Trends in 'Art, Wine and Wheels', 2009-2013
  • Figure 9: Hong Kong HNWI Foreign Investment Allocation and Growth (%), 2013
  • Figure 10: Hong Kong HNWI Global Distribution of Foreign Investments (%), 2009-2018
  • Figure 11: Hong Kong HNWI Liquidity Breakdown (%), 2009-2018
  • Figure 12: Hong Kong UHNWI Asset Class Composition (%), 2009-2018
  • Figure 13: HKD to US$ Exchange Rate, 2009-2018
  • Figure 14: Hong Kong Real GDP Growth (%), 2009-2018
  • Figure 15: Hong Kong GDP per Capita (US$), 2009-2018
  • Figure 16: Hong Kong Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 17: Hong Kong Commodity Indices, 2009-2018
  • Figure 18: Hong Kong Foreign Direct Investment (US$ Billion), 2007-2011
  • Figure 19: Hong Kong Inflation Rate (%), 2009-2018
  • Figure 20: Hong Kong Money Market Rate (%), 2009-2018
  • Figure 21: Hong Kong Balance of Payments (US$ Billion), 2009-2013
  • Figure 22: Hong Kong Government Debt as a Percentage of GDP, 2009-2018
  • Figure 23: Hong Kong Stock Market Performance, 2009-2013
  • Figure 24: Hong Kong HNWI Wealth vs GDP Ratio, 2009-2018
  • Figure 25: Hong Kong HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 26: Hong Kong HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 27: Hong Kong HNWIs - Wealth per Capita (US$ Million), 2009-2018
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