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Asia-Pacific Wealth Report 2015

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Asia-Pacific Wealth Report 2015 From Capgemini and RBC Wealth Management HNWI Population & Wealth in the Region �4.7 million Asia-Pacific HNWIs holding USD�$15.8 trillion in 2014 Asia-Pacific HNWI population and wealth grew at rates of 8.5% and 11.4% which were the highest rates worldwide in 2014 Population and Wealth Growth Rates #2 SOUTH KOREA CHINA 17.5% $ 19.3% 6.8% $ 8.2% HONG KONG JAPAN 11.2% $ 13.1% #1 INDIA TAIWAN 26.3% $ 28.2% 11.8% $ 13.3% THAILAND 13.0% $ 14.9% 12.4% MALAYSIA 1.7% $ 3.7% SINGAPORE 2.2% $ 3.9% 6.5% 4.8% INDONESIA 15.4% $ 16.9% Rest of World Rest of Asia China & India Annualized HNWI Wealth Growth, 2006-2014 5.4% $ 6.6% AUSTRALIA 3.5% $ 4.9% Asia-Pacific (excl. Japan) HNWIs keep most assets in cash, with equity allocations gaining They are among the bigger international investors, with 14.0% 37.8% of wealth held outside 23.1% their home region 18.7% HNWIs most likely to invest internationally are under 40 or have 22.8% $20 million+ in assets 21.4% While Japanese HNWIs retain the highest cash allocations globally at 37.1%, this is down by 6.7PP as holdings in equities increased to 26.3% Top 5 Wealth Needs of Asia-Pacific HNWIs 78.1% 78.4% 58.7% 77.7% 62.9% 77.5% 61.5% 74.7% Fee transparency 55.2% 5 Rest of the World 63.1% 4 High quality support services 82.0% 3 Clear understanding of risk tolerance 81.7% Strong investment performance 81.7% 2 82.6% 1 Timely & detailed reporting 83.9% Asia-Pacific Asia-Pacific Emerging Markets1 Mature Markets2 How Can Wealth Management Firms Plan for the Future in Asia-Pacific? Key HNWI Trends 1 Wealth manager enablement Wealth Transfer 80% Actions for Wealth Firms Over the next 15 years, wealth transfer to the next generation could involve 80% of all regional wealth3 2 Evolution of Wealth Wealth generation is moving from agricultural to industry & service sectors, leading to the emergence of highly skilled industries Provide support and training in holistic financial planning to smoothly navigate through intergenerational wealth transfer Digital capabilities Leverage Asia-Pacific HNWIs’ high propensity for digital to deliver improved customer experience Lending solutions Availability of credit is extremely important with 58.7% of Asia-Pacific (excl. Japan) HNWIs saying it is key in choosing a firm www.asiapacificwealthreport.com Asia-Pacific Emerging Markets, for the purpose of Global HNW Insights Survey, includes the markets of China, India, and Indonesia Asia-Pacific Mature Markets, for the purpose of Global HNW Insights Survey, includes the markets of Japan, Australia, Singapore, Hong Kong, and Malaysia 3 “Tapping Asia’s wealth transfer potential”, http://www.hubbis.com/articles-content/163/articles, accessed June 2015 1 2 Source: Capgemini and RBC Wealth Management Global HNW Insights Survey 2015; Capgemini Wealth Manager Survey 2015 Copyright @ Capgemini and RBC Wealth Management. All Rights Reserved.


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