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市場調查報告書
商品編碼
996722

高淨值(HNW)離岸投資因素和動機:2020年

High Net Worth (HNW) Offshore Investment - Drivers and Motivations 2020

出版日期: | 出版商: GlobalData | 英文 37 Pages | 訂單完成後即時交付

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  • 簡介
  • 目錄
簡介

COVID-19大流行正在重塑離岸市場,並且在亞太地區作為主要位於北美和歐洲的非居民投資者的目的地,在亞太地區發揮著越來越重要的作用。

該報告基於2019年和2020年全球財富管理者調查,分析了高淨值行業離岸投資背後的驅動因素和製約因素,並系統化了該行業面臨的主要挑戰,並提供了信息。

目錄

目錄

第1章執行摘要

第2章離岸市場趨勢

  • 非居民投資資產創歷史新高
  • 面臨的挑戰主要是擔心政府過去的一再行動
  • 越來越多的投資者在國外預訂資產

第3章離岸投資者分析

  • 在岸投資者是離岸市場的核心
  • 許多人擁有離岸賬戶,但除了HNW的客戶群以外,其他值得追求的人。
  • 離岸投資的動力是尋求最佳投資管理的願望

第4章提供離岸服務

  • 離岸投資者投資組合偏好
  • 大多數地區精心打造的離岸財富管理
  • 數字化是海外投資市場的中心

第5章附錄

目錄
Product Code: GDFS0309IA

The offshore wealth management market has surged in the wake of the COVID-19 pandemic, rebounding sharply after the volatility of Q1 2020. The pandemic has reshaped the offshore market, with the role of Asia Pacific rising as a destination for non-resident investors mainly based in North America and Europe.

This report draws on our 2019 and 2020 Global Wealth Managers Surveys to analyze the drivers behind offshore investments in the HNW space, along with our wide-ranging 2020 Banking & Payments Survey, which offers insight into retail investors with offshore investments. It examines and contrasts offshore HNW investment preferences across multiple jurisdictions and wealth tiers, providing readers with an in-depth understanding of what is motivating HNW investors to look to offshore booking centers. The report outlines key challenges facing the wealth management industry in 2021, taking into account the impact of the pandemic and increasing digitization.

Scope

  • Non-resident investment assets reached an all-time high in Q3 2020, with further growth expected in 2021.
  • Roughly 10% of investors have offshore investments, although this figure approaches a third in the Middle East and Africa.
  • While not an overt driver, expats are a core demographic of the offshore investment market.
  • As the recovery takes hold, international trade and business supply chains are expected to increasingly drive more HNW wealth to be booked offshore.
  • COVID-19 and its effects on local markets are expected to drive more investors to offshore wealth in North America, while the pandemic has little impact on Asia Pacific's investment intentions.

Reasons to Buy

  • Understand the growth of the non-resident investor segment in recent years.
  • Identify which offshore booking centers are gaining market share amid the pandemic.
  • Gain insight into the drivers behind retail and HNW investor offshoring.
  • Forecast HNW demand for offshore wealth management in all key markets.
  • Size key market segments within the offshore investment market.
  • Map offshore product and service provision across the world.
  • Examine the effects of COVID-19 on the HNW offshore investment portfolio.

Table of Contents

Table of Contents

1. Executive Summary

  • 1.1 Market overview
  • 1.2 Key findings
  • 1.3 Critical success factors

2. Offshore Market Trends

  • 2.1 Non-resident investment assets have hit an all-time high
  • 2.2 Challenges are mostly fears of a repeat of past government action
  • 2.3 More and more investors are open to booking assets abroad

3. Profiling Offshore Investors

  • 3.1 Onshore investors are the core of the offshore market
  • 3.2 While many have offshore accounts, few outside of the HNW client base are worth pursuing
  • 3.3 Offshore investment drivers reflect a desire to seek out the best investment management

4. Offshore Service Provision

  • 4.1 Portfolio preferences of offshore investors
  • 4.2 Offshore wealth management is well developed in most regions
  • 4.3 Digitization has become central to the offshore investment market

5. Appendix

  • 5.1 Abbreviations and acronyms
  • 5.2 Definitions
  • 5.3 Methodology
  • 5.4 Secondary sources
  • 5.5 Further reading

List of Tables

List of Tables

  • Table 1: Non-resident assets growth rates, 2019-20e
  • Table 2: COVID-19 pandemic support and stimulus spending by country/market, 2020-21
  • Table 3: Top booking centers for select markets (where HNW investors are expected to offshore more AUM)

List of Figures

List of Figures

  • Figure 1: 2020 will have recorded the fourth year of growth for the offshore investment market
  • Figure 2: The world can expect more wealth to flow out of North America
  • Figure 3: Most markets expect HNW investors to increase their offshore portfolio
  • Figure 4: The pandemic and threat of recession are notable drivers in North America and Europe
  • Figure 5: Long-term drivers of offshore wealth management growth continue to influence HNW decisions
  • Figure 6: Offshore investors are mostly drawn from the wider investor client base
  • Figure 7: Internationally connected millennials are the prime offshore market - provided they invest at all
  • Figure 8: Offshore investment is not common for most investors outside of the private wealth market
  • Figure 9: Unlike the onshore market, the small proportion of HNW investors dominate offshore AUM
  • Figure 10: Expats are a core component of the offshore market
  • Figure 11: The HNW expat market is concentrated in the US and other Anglo markets
  • Figure 12: Indian HNW expats dominate the market
  • Figure 13: The connected global economy underpins offshore wealth
  • Figure 14: Latin America's political uncertain has driven many of its retail investors into the offshore market
  • Figure 15: HNW investors in North America relied on alternatives during the pandemic
  • Figure 16: The equity portion of the offshore portfolio dropped considerably due to the pandemic
  • Figure 17: The North American market is well provisioned with offshore services
  • Figure 18: Currency risk has grown over the last 10 years and is heightened in times of crisis
  • Figure 19: Most private wealth firms in the US and Canada can connect clients to offshore partners