报告指出,经过七年的持续增长,在2018年,全球高净值人士(HNWI)的总体财富下降3%。主要是由于亚太地区(特别是中国)的财富下降,这一下降导致全球损失2万亿美元。尽管如此,财富管理公司全年的客户信任度和满意度仍保持稳定。当然,有效利用下一代技术以及更好的人脉关系仍是提高公司业绩的关键手段。2019年世界财富报告 Preface Wealth firms must strategically empower their managers and clients for deft navigation of economic and industry disruption After seven consecutive years of growth, global high-net-worth-individual (HNWI)' wealth declined in 2018, primarily driven by a slump in equity-market performance and slowing economies in key regions. Amid significant global wealthdecline, Asia-Pacific and European-region HNWIs were most affected, given declining markets and decelerating economic growth (especially for Asia-Pacific). Asia Pacific accounted for half of the USS2-trillion global wealth fallof while Europe accounted for about one-quarter of the overall decline - or US$50O billion. Most of the global HNWI wealth decline can be attributed to the higher wealthsegments. ultra- HNWIs? accounted for 75% of the decline, and mid-tier millionaires made up 20% of the total global decline. As international markets and HNWI wealth weakened, HNW clients shifted asset allocations. Cash and cash equivalents replaced equities to become the most significant asset class in Q1 2019 as HNWIs became more risk-averse in preparation for a potential market downturn and loss of equity portfolio value. At the same time, the overall wealth management industry is at crossroads. The wealth management executives we interviewed said that they face disruptive challenges as they attempt to grow their business. 【更多详情,请下载:2019年世界财富报告】 镝数聚dydata,pdf报告,小数据,可视数据,表格数据
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    2019年世界财富报告

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    价格免费
    年份2019
    来源凯捷
    数据类型数据报告
    关键字财富管理, 居民收入, 高净值人群
    店铺镝数进入店铺
    发布时间2019-07-23
    PDF下载

    数据简介

    报告指出,经过七年的持续增长,在2018年,全球高净值人士(HNWI)的总体财富下降3%。主要是由于亚太地区(特别是中国)的财富下降,这一下降导致全球损失2万亿美元。尽管如此,财富管理公司全年的客户信任度和满意度仍保持稳定。当然,有效利用下一代技术以及更好的人脉关系仍是提高公司业绩的关键手段。

    详情描述

    2019年世界财富报告
    
    Preface
    Wealth firms must strategically empower their managers and clients for deft navigation of economic and industry disruption
    After seven consecutive years of growth, global high-net-worth-individual (HNWI)' wealth declined in 2018, primarily driven by a slump in equity-market performance and slowing economies in key regions.
    Amid significant global wealthdecline, Asia-Pacific and European-region HNWIs were most affected, given declining markets and decelerating economic growth (especially for Asia-Pacific). Asia Pacific accounted for half of the USS2-trillion global wealth fallof while Europe accounted for about one-quarter of the overall decline - or US$50O billion. Most of the global HNWI wealth decline can be attributed to the higher wealthsegments. ultra- HNWIs? accounted for 75% of the decline, and mid-tier millionaires made up 20% of the total global decline.
    As international markets and HNWI wealth weakened, HNW clients shifted asset allocations. Cash and cash equivalents replaced equities to become the most significant asset class in Q1 2019 as HNWIs became more risk-averse in preparation for a potential market downturn and loss of equity portfolio value.
    At the same time, the overall wealth management industry is at crossroads. The wealth management executives we interviewed said that they face disruptive challenges as they attempt to grow their business. 
    
    【更多详情,请下载:2019年世界财富报告】

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    *本报告来自网络,如有侵权请联系删除
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