WORLD WEALTH REPORT 2015
–– Asia-Pacific, North America Drove HNWI Growth in 2014 7
–– Ultra-HNWIs Continued to Outperform, Despite Drag from Latin America 9
–– Top Four Markets Generated the Majority of HNWIs 10
–– Global HNWI Wealth Expected to Surpass US$70 Trillion by 2017 12
–– Equity Investments Narrowly Overtake Cash in HNWI Portfolios 15
–– Strong Credit Demand Provides Opportunity for Firms 16
–– Conclusion 19
–– No Single Source of Social Impact Expertise For HNWIs 21
–– HNWIs Look toward Wealth Managers for a Wide Range of Assistance 22
–– Key Challenges Faced While Designing a Social Impact Plan 23
–– Social Impact Should Be Embedded into the Overall Wealth Management Approach 24
–– Conclusion 25
–– HNWIs are Largely Satisfied with Wealth Managers and Firms 27
–– Wealth Managers not Fully Attuned to Younger HNWI Needs 29
–– Wealth Manager Role Impacted by Existing Challenges and New Threats 33
–– Wealth Manager Value Proposition is Evolving 36
–– To Enable Wealth Managers, Firms Need to Understand HNWI Needs and Adapt Accordingly 38
–– Conclusion 41
About Us 45
Acknowledgements 47
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