汇丰银行：2025年全球富裕投资者洞察：生活质量专项报告（英文版）（45页）.pdf

1、A Quality of Life special reportAffluent Investor Snapshot 2025Introduction23Affluent Investor Snapshot 2025Behind every portfolio lies a story not just of capital,but of ambitions,priorities,and the decisions that shape our financial journeys and lives.These priorities are always evolving and often

2、 pull in different directions between where we are today and where we want to be.This years Affluent Investor Snapshot our second annual report continues our analysis of how affluent investors are navigating investment and wealth decision-making,and how these choices are reflected in the way they bu

3、ild their portfolios to address short,medium,and longer-term goals.Among the findings,two things stand out for me.Firstly,affluent investors are becoming more intentional in how they manage their wealth.They are investing more,diversifying across a wider range of asset classes,and using a wider rang

4、e of instruments to construct their portfolios.Younger generations are also showing increased confidence in their approach to wealth and investment decision-making.Secondly,in this information-rich environment,investors are happy to source knowledge from a much broader base including social media bu

5、t place greater value on where they look for guidance.In this regard,quality expertise matters more than ever.I hope the insights in this latest Affluent Investor Snapshot provide you with useful perspectives and food for thought on your own financial journey.ForewordLavanya ChariHead of Wealth and

6、Premier Solutions,International Wealth and Premier Banking,HSBCAffluent Investor Snapshot 2025Introduction45Younger generations are investing in their financial futures with greater confidence and control8 out of 10 Gen Z and Millennial affluent investors are confident they will achieve their financ