Wealth in China: HNW Investors 2018

Market: Financial Services

China, 47 pages report, published by GlobalData

June-2018

Wealth in China: HNW Investors 2018

Summary

"Wealth in China: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of Chinese HNW investors. It is based on our proprietary Global Wealth Managers Survey.

Chinese HNW investors, who skew heavily towards entrepreneurial males across three industries, show strong demand for most forms of wealth advice and planning. A multi-service proposition underpinned by a proven ability to demonstrate returns will be key to t

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List of Figures
Figure 1: Female HNW investors tend to be younger than their male counterparts 9
Figure 2: Expats account for almost a quarter of Chinese HNW investors 10
Figure 3: Demonstrating effectiveness is crucial given the factors that drive uptake of advice 11
Figure 4: An over-reliance on direct property limits earning potential 12
Figure 5: A better range and the prospect of better returns offshore are driving HNW wealth abroad 13
Figure 6: With the exception of philanthropy, HNW indiv

List of Tables
Table 1: Cash and near-cash products: importance of asset allocation drivers 40
Table 2: Equities: importance of asset allocation drivers 40
Table 3: Bonds: importance of asset allocation drivers 41
Table 4: Property: importance of asset allocation drivers 41
Table 5: Commodities: importance of asset allocation drivers 41
Table 6: Alternatives: importance of asset allocation drivers 42

Table of Contents
1. EXECUTIVE SUMMARY 2
1.1. The maturing China wealth market offers plentiful growth potential 2
1.2. Key findings 2
1.3. Critical success factors 2
2. OVERVIEW 8
2.1. Understanding the changing demand and demographic patterns of HNW investors is critical in China’s rapidly evolving wealth market 8
2.2. Demographics: Targeting entrepreneurial males across three industries is key 9
2.3. Expats: Providers should leverage the expansive expat opportunity 10
2.4. Investment style pr