Watch Demo

China Wealth Management - High Net Worth (HNW) Investors 2022

China Wealth Management - High Net Worth (HNW) Investors 2022
  • Publish Date:March 2022

  • Number of Pages:32

  • Report ID:6037147

  • Format:PDF

  • Publisher:GlobalData

$ 1295

Summary

China Wealth Management - High Net Worth (HNW) Investors 2022

Summary
’China Wealth Management - High Net Worth (HNW) Investors 2022’ analyzes the investing preferences and portfolio allocation of China’s HNW individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores their product and service demand. The report is based on our proprietary Global Wealth Managers Survey.

The Chinese HNW market is growing rapidly and is fiercely competitive.HNW investors mainly source their wealth through earned income and entrepreneurship, while inheritance is forecast to rise given the older age of the HNW cohort.

In addition, a multi-service proposition is a must as demand is expected to increase across all planning services and mandates. A changing regulatory landscape, a burgeoning appetite for novel options such as robo-advice, and the hot real estate sector in China present arguably the most significant growth opportunity for global wealth managers in the foreseeable future.

Scope
- Expats constitute 14.7% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
- Robo-advice accounts for 18.8% of the Chinese HNW portfolio. The market for robo-advisory services is growing rapidly in the HNW space in China.
- Equities, property and alternatives dominate the Chinese HNW asset portfolio.
- The average Chinese HNW investor offshores 38.5% of their wealth abroad. While this proportion is expected to increase over the next 12 months, the rise is expected to be less pronounced than in the wider region, indicating that many HNW investors are confident about the country’s economic recovery.

Reasons to Buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
- Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
- Develop your service proposition to match the demand expressed by Chinese HNW investors and react proactively to forecast changes in demand.

Table of contents

Demographics
Expats
Investment Style Preferences
Asset Allocation Preferences
Offshore Investment Preferences
Products and Services
Appendix

Companies Mentioned
- Alibaba
- Ant Group
- Morgan Stanley Securities China

Methodology

Our market research methodology is designed to provide the clients with comprehensive and accurate information on various industries and markets. It includes data collection, primary interviews, macro-economic factor analysis, country-level data analysis etc.

The data is gathered from a wide range of sources, including industry reports, government statistics, and company financials. This data is then analyzed and cross-referenced to ensure its accuracy and reliability. Next, primary interviews are conducted with industry experts and key stakeholders to gather their insights and perspectives on the market. This information is then combined with the data collected to provide a complete picture of the market. Macro-economic factor analysis is also carried out to understand the impact of external factors on the market. Finally, country-level data analysis is performed to understand the market dynamics in specific regions and countries.

Reportlinker's market research methodology is designed to provide clients with a clear understanding of the market, its trends, and its future potential.