凯捷（Capgemini）：2018亚太财富报告（英文版）(44页).pdf

1、 Table of Contents Preface 3 Executive Summary 5 Asia-Pacific Continues to Fuel Global HNWI Population and Wealth 7 Asia-Pacific remains the worldwide leader in HNWI population and wealth 8 Emerging Asia surpasses Mature Asia in HNWI population and wealth growth 11 The regions ultra-HNWIs maintain g

2、rowth pace 12 Asia-Pacific wealth growth ahead of projections, on track to reach US$42 trillion by 2025 12 Personal Connection is Critical to Client Satisfaction and Wealth Industry Success 15 HNWIs unfazed by robust investment returns, satisfaction muted 16 Lack of holistic services and tailored so

3、lutions hold back HNWI satisfaction 16 Personal connections between HNWIs and wealth managers lag in key Asia-Pacific markets 18 Firms that improve client intimacy open the door to more assets under management 20 Equities retain preferred asset class status, but lose ground to cash and real estate 2

4、1 Hybrid Advice Model Transformation Must Be Fast-Tracked Amid Potential BigTech Disruptions 23 Firms embrace hybrid advice transformation but fail to meet HNWIs expectations 24 Asia-Pacific (excl. Japan) HNWIs value account aggregation services 25 Competition intensifies as HNWI interest in BigTech

5、 offerings rises 27 Multiple scenarios for BigTechs to enter the wealth management space 31 Wealth management firms must prepare to invest for success to cope with an evolving landscape 33 The way forward for Asia-Pacific firms 34 Appendix A 36 Appendix B 38 About Us 42 Acknowledgments 43 3 ASIA-PAC

6、IFIC WEALTH REPORT 2018 Preface Asia-Pacific continued its growth trajectory in 2017, extending its lead over other regions for high net worth individual (HNWI) population and wealth.1 A stellar performance puts the region on a comfortable path to surpassing US$42 trillion in HNWI wealth by 2025, as