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Marktanalyse - Challenges and Opportunities for the Wealth Sector in China
Wealth Insight
1 / 2012
59 Seiten
| Typ: | Marktanalyse |
| Sprache: | Englisch |
| Regionen: | China |
| Verfügbarkeit: | verfügbar |
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Synopsis
This report is the result of WealthInsight’s extensive research covering the HNWI population and Wealth Management industry in China.
Summary
This report is a thorough analysis of China’s Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. In addition to providing a comprehensive and robust background of the Chinese economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, the report provides robust projections of the volume and wealth of China’s HNWI.
Scope
The report features:
• Independent market sizing of China’s HNWI
• Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in China
• Current insights into the drivers of HNWI wealth
• Family office information
Reasons To Buy
• The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWI, private banks, wealth managers and family offices around the world. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
• Comprehensive forecasts to 2015.
Key Highlights
• There are currently 1.3 million HNWIs in China with a combined wealth of US$4.3 trillion, which equates to 26% of the total wealth held in the country.
• WealthInsight expects HNWI wealth to increase at a CAGR of 14.7% over the forecast period to reach US$7.5 trillion in 2015, while volume will grow at a CAGR of 13.5% to reach over 2.1 million in 2015.
• Our research shows that over 50,000 Chinese HNWI are looking to move abroad each year. Indeed, much of the frothiness in Hong Kong’s property market is due to demand from Chinese HNWI, who buy luxury homes in Hong Kong in order to gain Hong Kong citizenship.
• According to our analysis, HNWI assets under management (AuM) in China currently stand at approximately 17% of investable assets — US$750 billion. This is mainly made up of funds managed by asset managers. We anticipate that HNWI AuM will grow at a CAGR of 25% per year from 2011 to 2015, and that total HNWI AuM in China will stand at US$1.5 trillion by 2015.
• We estimate that 9% of Chinese HNWIs currently use private banks and wealth managers. This figure is expected to rise to over 14% by 2015.
This report is the result of WealthInsight’s extensive research covering the HNWI population and Wealth Management industry in China.
Summary
This report is a thorough analysis of China’s Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. In addition to providing a comprehensive and robust background of the Chinese economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, the report provides robust projections of the volume and wealth of China’s HNWI.
Scope
The report features:
• Independent market sizing of China’s HNWI
• Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in China
• Current insights into the drivers of HNWI wealth
• Family office information
Reasons To Buy
• The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWI, private banks, wealth managers and family offices around the world. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
• Comprehensive forecasts to 2015.
Key Highlights
• There are currently 1.3 million HNWIs in China with a combined wealth of US$4.3 trillion, which equates to 26% of the total wealth held in the country.
• WealthInsight expects HNWI wealth to increase at a CAGR of 14.7% over the forecast period to reach US$7.5 trillion in 2015, while volume will grow at a CAGR of 13.5% to reach over 2.1 million in 2015.
• Our research shows that over 50,000 Chinese HNWI are looking to move abroad each year. Indeed, much of the frothiness in Hong Kong’s property market is due to demand from Chinese HNWI, who buy luxury homes in Hong Kong in order to gain Hong Kong citizenship.
• According to our analysis, HNWI assets under management (AuM) in China currently stand at approximately 17% of investable assets — US$750 billion. This is mainly made up of funds managed by asset managers. We anticipate that HNWI AuM will grow at a CAGR of 25% per year from 2011 to 2015, and that total HNWI AuM in China will stand at US$1.5 trillion by 2015.
• We estimate that 9% of Chinese HNWIs currently use private banks and wealth managers. This figure is expected to rise to over 14% by 2015.
Table of Contents
1 Introduction
What is this Report About?
2 Wealth Sector Fundamentals
2.1 Political Background of the Wealth Sector
2.2 Economic Background to the Wealth Sector
2.3 Benchmarking Chinese Wealth in Context
2.3.1 Distribution of wealth
2.3.2 Alternate scenarios for China’s economy to 2015
3 Competitive Landscape of the Wealth Sector
3.1 Competitive Structure
3.2 Wealth Management and Private Banking Industry — A Paradigm Shift
3.3 Wealth Management and Private Banking Industry — Competitive Structure
3.4 Wealth Managers and Private Banks
3.4.1 Wealth managers
3.4.2 Private banks
3.4.3 Foreign banks and MNCs
3.4.4 Joint ventures
3.4.5 Domestic providers
3.4.6 Trusts
3.5 Leading Companies in the Wealth Management and Private Banking Industry
3.6 Family Offices
3.6.1 Multi-family offices
3.6.2 Single-family offices
3.7 Offshore Wealth Management and Private Banking Industry
3.8 China Wealth Management and Private Banking Industry — Behavioral Mapping
3.9 Challenges and Opportunities for the Wealth Sector in China
3.9.1 Regulatory Environment
3.9.2 Tax
3.9.3 Human capital
3.9.4 Move away from self-management
3.9.5 Underdeveloped product offerings
3.9.6 Demand for intergenerational wealth transfer and younger clientele
3.9.7 Philanthropy
3.9.8 Business development the Chinese way
4 Appendix
4.1 Pertinent Regulations
4.1.1 Regulations on banks
4.1.2 Regulations on foreign direct investment
4.1.3 Regulations on wealth management
4.1.4 Regulations on offshore investment
4.1.5 Regulations on foreign investment in China
4.1.6 Regulations on leveraged buyouts and mergers and acquisitions
4.1.7 Regulations on hedge funds and derivatives
4.1.8 Regulations on private equity investment
4.2 Key Economic Trends and Drivers
4.2.1 Renminbi to US dollar moving annual average exchange rate
4.2.2 Real GDP growth
4.2.3 Per-capita GDP
4.2.4 Gross savings rate as a percentage of GDP
4.2.5 Domestic Market Capitalization
4.2.6 Housing price index
4.2.7 Commodity index
4.2.8 Foreign direct investment
4.2.9 Investments of FIIs in equity products
4.2.10 Inflation rate
4.2.11 Repo rate
4.2.12 Balance of payments
4.2.13 Stock market performance
4.2.14 Fiscal position
4.2.15 HNWI wealth vs GDP
4.2.16 Capital formation as a percentage of GDP
4.2.17 Disposable income as a percentage of GDP
5 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regional Definitions
Table 3: Major Companies in China’s Wealth Management and Private Banking Industry
Table 4: RMB to US$ Moving Annual Average Exchange Rate, 2006—2015
Table 5: Real GDP Growth Rate, 2006—2015
Table 6: GDP Per Capita, 2006—2015
Table 7: Gross Savings as a Percentage of Real GDP, 2006—2015
Table 8: Domestic Market Capitalization, 2006—2010
Table 9: Housing Price Index, 2006—2010
Table 10: Commodity Indices, 2006—2015
Table 11: Foreign Direct Investments, 2006—2015
Table 12: Investments of FIIs in Equity Products, 2006—2009
Table 13: Inflation Rate, 2006—2015
Table 14: Repo Rate, 2006—2015
Table 15: Balance of Payments, 2006—2010
Table 16: Stock Market Performance, 2006—2010
Table 17: External and Fiscal Debt as Percentage of GDP, 2006—2015
Table 18: HNWI Wealth vs GDP, 2007—2015
Table 19: Capital Formation as a Percentage of GDP, 2006—2015
Table 20: Disposable Income as a Percentage of GDP, 2006—2015
List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: WealthInsight Map of China
Figure 3: HNWIs Wealth Sector Market Attractiveness, 2007—2015
Figure 4: HNWIs — China vs RoW and Asia-Pacific
Figure 5: Wealth Management Industry — Structure
Figure 6: Offshore and Onshore Wealth Management Segments in China
Figure 7: China Wealth Management Industry — Behavioral Mapping, 2011
Figure 8: INR to US$ Moving Annual Average Exchange Rate, 2006—2015
Figure 9: Real GDP Growth (%), 2006—2015
Figure 10: GDP Per Capita, 2006—2015
Figure 11: Gross Savings as a Percentage of Real GDP, 2006—2015
Figure 12: Domestic Market Capitalization, 2006—2010
Figure 13: Housing Price Index, 2006—2010
Figure 14: Commodity Indices, 2006—2015
Figure 15: Foreign Direct Investments, 2006—2015
Figure 16: Investments of FIIs in Equity Products, 2006—2009
Figure 17: Inflation Rate, 2006—2015
Figure 18: Repo Rate, 2006—2015
Figure 19: Balance of Payments, 2006—2010
Figure 20: Stock Market Performance, 2006—2010
Figure 21: External and Fiscal Debt as a Percentage of GDP, 2006—2015
Figure 22: HNWI Wealth vs GDP, 2007—2015
Figure 23: Capital Formation as a Percentage of GDP, 2006—2015
Figure 24: Disposable Income as a Percentage of GDP, 2006—2015
1 Introduction
What is this Report About?
2 Wealth Sector Fundamentals
2.1 Political Background of the Wealth Sector
2.2 Economic Background to the Wealth Sector
2.3 Benchmarking Chinese Wealth in Context
2.3.1 Distribution of wealth
2.3.2 Alternate scenarios for China’s economy to 2015
3 Competitive Landscape of the Wealth Sector
3.1 Competitive Structure
3.2 Wealth Management and Private Banking Industry — A Paradigm Shift
3.3 Wealth Management and Private Banking Industry — Competitive Structure
3.4 Wealth Managers and Private Banks
3.4.1 Wealth managers
3.4.2 Private banks
3.4.3 Foreign banks and MNCs
3.4.4 Joint ventures
3.4.5 Domestic providers
3.4.6 Trusts
3.5 Leading Companies in the Wealth Management and Private Banking Industry
3.6 Family Offices
3.6.1 Multi-family offices
3.6.2 Single-family offices
3.7 Offshore Wealth Management and Private Banking Industry
3.8 China Wealth Management and Private Banking Industry — Behavioral Mapping
3.9 Challenges and Opportunities for the Wealth Sector in China
3.9.1 Regulatory Environment
3.9.2 Tax
3.9.3 Human capital
3.9.4 Move away from self-management
3.9.5 Underdeveloped product offerings
3.9.6 Demand for intergenerational wealth transfer and younger clientele
3.9.7 Philanthropy
3.9.8 Business development the Chinese way
4 Appendix
4.1 Pertinent Regulations
4.1.1 Regulations on banks
4.1.2 Regulations on foreign direct investment
4.1.3 Regulations on wealth management
4.1.4 Regulations on offshore investment
4.1.5 Regulations on foreign investment in China
4.1.6 Regulations on leveraged buyouts and mergers and acquisitions
4.1.7 Regulations on hedge funds and derivatives
4.1.8 Regulations on private equity investment
4.2 Key Economic Trends and Drivers
4.2.1 Renminbi to US dollar moving annual average exchange rate
4.2.2 Real GDP growth
4.2.3 Per-capita GDP
4.2.4 Gross savings rate as a percentage of GDP
4.2.5 Domestic Market Capitalization
4.2.6 Housing price index
4.2.7 Commodity index
4.2.8 Foreign direct investment
4.2.9 Investments of FIIs in equity products
4.2.10 Inflation rate
4.2.11 Repo rate
4.2.12 Balance of payments
4.2.13 Stock market performance
4.2.14 Fiscal position
4.2.15 HNWI wealth vs GDP
4.2.16 Capital formation as a percentage of GDP
4.2.17 Disposable income as a percentage of GDP
5 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regional Definitions
Table 3: Major Companies in China’s Wealth Management and Private Banking Industry
Table 4: RMB to US$ Moving Annual Average Exchange Rate, 2006—2015
Table 5: Real GDP Growth Rate, 2006—2015
Table 6: GDP Per Capita, 2006—2015
Table 7: Gross Savings as a Percentage of Real GDP, 2006—2015
Table 8: Domestic Market Capitalization, 2006—2010
Table 9: Housing Price Index, 2006—2010
Table 10: Commodity Indices, 2006—2015
Table 11: Foreign Direct Investments, 2006—2015
Table 12: Investments of FIIs in Equity Products, 2006—2009
Table 13: Inflation Rate, 2006—2015
Table 14: Repo Rate, 2006—2015
Table 15: Balance of Payments, 2006—2010
Table 16: Stock Market Performance, 2006—2010
Table 17: External and Fiscal Debt as Percentage of GDP, 2006—2015
Table 18: HNWI Wealth vs GDP, 2007—2015
Table 19: Capital Formation as a Percentage of GDP, 2006—2015
Table 20: Disposable Income as a Percentage of GDP, 2006—2015
List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: WealthInsight Map of China
Figure 3: HNWIs Wealth Sector Market Attractiveness, 2007—2015
Figure 4: HNWIs — China vs RoW and Asia-Pacific
Figure 5: Wealth Management Industry — Structure
Figure 6: Offshore and Onshore Wealth Management Segments in China
Figure 7: China Wealth Management Industry — Behavioral Mapping, 2011
Figure 8: INR to US$ Moving Annual Average Exchange Rate, 2006—2015
Figure 9: Real GDP Growth (%), 2006—2015
Figure 10: GDP Per Capita, 2006—2015
Figure 11: Gross Savings as a Percentage of Real GDP, 2006—2015
Figure 12: Domestic Market Capitalization, 2006—2010
Figure 13: Housing Price Index, 2006—2010
Figure 14: Commodity Indices, 2006—2015
Figure 15: Foreign Direct Investments, 2006—2015
Figure 16: Investments of FIIs in Equity Products, 2006—2009
Figure 17: Inflation Rate, 2006—2015
Figure 18: Repo Rate, 2006—2015
Figure 19: Balance of Payments, 2006—2010
Figure 20: Stock Market Performance, 2006—2010
Figure 21: External and Fiscal Debt as a Percentage of GDP, 2006—2015
Figure 22: HNWI Wealth vs GDP, 2007—2015
Figure 23: Capital Formation as a Percentage of GDP, 2006—2015
Figure 24: Disposable Income as a Percentage of GDP, 2006—2015
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