Infographic: World Wealth Report 2016
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The World Wealth Report 2016 from Capgemini has built a strong and lasting reputation as the industry benchmark for tracking High Net Worth Individuals (HNWIs) at a global, regional and country level. The report includes insights from the Global HNW Insights Survey, capturing feedback from more than 5,200 HNWIs. Explore the infographic for a summary of 2016 Report findings or dive deep in to the report by visiting our interactive website at www.worldwealthreport.com.
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Infographic: World Wealth Report 2016
- 1. Celebrating 20 years Even with the financial crisis, global HNWI wealth expanded by almost 4 times over the last 20 years HNWIs still allocate half of their assets to equities and cash The rise in regulatory oversight post-crisis Growing focus on social attitudes towards wealth Note: The chart percentages add to 101% due to rounding WHAT WE'VE LEARNED... WHAT’S NEXT? US$100 million in HNWI wealth by 2025 Persistent market volatility Service impacts caused by high volumes of wealth transfer FinTech start-up technology disruption Pressure on traditional fee models Regulatory focus on fiduciary duty Alternative Investments Fixed Income Real Estate Cash & Cash Equivalents Equity 16% 25% 18% 18% 24% WEALTH MANAGERS CUSTOMERS The success of wealth firms rides on digital Want better digital tools Are happy with what they haveof net income is at risk due to client attrition from lack of digital Say lack of digital tools may drive them to find a new job 45% 56% HNWIs now willing to use automated advisory services, versus 49% last year HNWIs are now looking peer-to-peer platforms for advice at least once weekly FINTECH INNOVATION IN WEALTH MANAGEMENT 67% 48% Joining forces with FinTechs to provide better customer experience 39% 81% Capgemini DigiWealth Maturity Model2 found: Wealth Management Firms Need to Up their Digital Maturityto Retain Profits, Clients and Managers 2 Capgemini DigiWealth Maturity Model is a robust tool that measures five maturity levels based on 34 parameters across three different areas of digital capabilities Wealth Firm Score Difference in Maturity Scores Third-Party Analyst Score Firm -0.7 Wealth Manager 0.2 Client -0.4 3.5 3.0 3.0 2.8 3.2 2.6 Copyright ©2016 Capgemini. All rights reserved. www.worldwealthreport.com Questions? wealth@capgemini.com Asia-Pacific surges ahead in both HNWI1 wealth and population Asia-Pacific now in top spot US$17.4 trillion HNWI wealth (9.9% growth), 5.1 million HNWIs (9.4% growth) North America now in 2nd place US$16.6 trillion HNWI wealth (2.3% growth), 4.8 million HNWIs (2.0% growth) Led by Asia-Pacific, global wealth is projected to reach US$100 trillion by 2025 Global HNWI wealth 4% to US$58.7 trillion Global HNWI population 5% to 16.6 million 1 HNWI represents High Net Worth Individiuals who hold US$1million or more in investable assets excluding primary residence, collectibles, consumables, and consumer durables.