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1 Asia-Pacific Emerging Markets, for the purpose of Global HNW Insights Survey, includes the markets of China, India, and Indonesia2 Asia-Pacific Mature Markets, for the purpose of Global HNW Insights Survey, includes the markets of Japan, Australia, Singapore, Hong Kong, and Malaysia3 “Tapping Asia’s wealth transfer potential”, http://www.hubbis.com/articles-content/163/articles, accessed June 2015
Source: Capgemini and RBC Wealth Management Global HNW Insights Survey 2015; Capgemini Wealth Manager Survey 2015
Asia-Pacific Wealth Report 2015From Capgemini and RBC Wealth Management
www.asiapacificwealthreport.com
Asia-PacificEmerging Markets1
Actions for Wealth Firms
Asia-Pacific Mature Markets2
Rest of the World
Asia-Pacific (excl. Japan) HNWIs keep most assets in cash,with equity allocations gaining
23.1%
22.8%
21.4%
18.7%
14.0%
HNWIs most likely to invest internationally are under 40 or have
$20 million+ in assets
1
2
3
4
5
Timely & detailed reporting
Strong investment performance
Clear understanding of risk tolerance
High quality support services
Fee transparency
They are among the bigger international investors, with
37.8% of wealth held outside their home region
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
1Wealth
Transfer
How Can Wealth Management Firms Plan for the Future in Asia-Pacific?
Key HNWI Trends
2Evolution of Wealth
Over the next 15 years, wealth transfer to the next generation could involve 80% of all regional wealth3
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
80%
Wealth manager enablement
Leverage Asia-Pacific HNWIs’ high propensity for digital to deliver improved customer experience
Availability of credit is extremely important with 58.7% of Asia-Pacific (excl. Japan) HNWIs saying it is key in choosing a firm
Digital capabilities
Lending solutions
81.7
%81
.7%
82.0
%82
.6%
83.9
%
63.1
%55
.2%
61.5
%62
.9%
58.7
%
74.7
%77
.5%
77.7
%78
.4%
78.1
%
Population and Wealth Growth Rates
THAILAND13.0%
$ 14.9%
AUSTRALIA
3.5%$ 4.9%
MALAYSIA
1.7%$ 3.7%
TAIWAN
11.8%$ 13.3%
JAPAN
5.4%$ 6.6%
SOUTH KOREA
6.8%$ 8.2%
HONG KONG
11.2%$ 13.1%
2.2%$ 3.9%
SINGAPORE
15.4%$ 16.9%
INDONESIA
Asia-Pacific HNWI population and wealth grew at rates of 8.5% and 11.4% which were the highest rates worldwide in 2014
12.4%
6.5%
4.8%
Ann
ualiz
ed H
NW
I Wea
lth
Gro
wth
, 200
6-20
14
Chi
na &
Indi
a
Res
t of A
sia
Res
t of W
orld
HNWI Population & Wealth in the Region
17.5%$ 19.3%
#2
INDIA26.3%
$ 28.2%
#1
CHINA
�4.7 million Asia-Pacific HNWIs holding USD�$15.8 trillion in 2014
