From Capgemini and RBC Wealth Capgemini and RBC Wealth Management Global HNW Insights Survey 2015; Capgemini Wealth Manager Survey 2015 Asia-Pacic Wealth Report 2015

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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 Asias 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

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