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富裕層(HNW)のオフショア投資市場 - 促進要因と動機(2021年)

High Net Worth (HNW) Offshore Investment - Drivers and Motivations 2021

出版日: | 発行: GlobalData | ページ情報: 英文 29 Pages | 納期: 即納可能 即納可能とは

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富裕層(HNW)のオフショア投資市場 - 促進要因と動機(2021年)
出版日: 2022年06月29日
発行: GlobalData
ページ情報: 英文 29 Pages
納期: 即納可能 即納可能とは
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
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  • 概要
  • 図表
  • 目次
概要

オフショア資産管理市場は、COVID-19の大流行後、2020年第1四半期のボラティリティの後に急回復しています。かつてニッチだった市場に新たな投資家が参入し、一方で従来の市場の中核であったHNW投資家がアロケーションを増やしています。パンデミックにより、オフショア投資家のプロファイルや行動が大きく変化し、主に北米や欧州に拠点を置く非居住者投資家の投資先として、アジア太平洋地域の役割が高まっています。

当レポートでは、世界の富裕層(HNW)のオフショア投資市場について調査し、2022年にウェルスマネジメント業界が直面する主要な課題、COVID-19の影響、今後の動向などを提供しています。

目次

目次

第1章 エグゼクティブサマリー

第2章 富裕層(HNW)のオフショア投資家

  • HNWの中核となるオフショアセグメントはほとんどの市場で成長
  • HNWのオフショア投資家のポートフォリオの好み

第3章 オフショアの個人投資家

  • オフショアの個人投資家は、主に新興市場のミレニアル世代から引き出されている
  • 多くの個人がオフショア口座を持つが、富裕層の顧客ベース以外では取り組む人はほとんどいない

第4章 動機と促進要因

  • COVID-19により、より多くの投資家が富をオフショアに移行し、オンショアのポートフォリオへの悪影響に対処
  • 富裕層投資家のビジネス上の利益が彼らをオフショアに駆り立てる
  • 個人投資家は、より良いリターンを求めてオフショアに傾倒

第5章 付録

  • 補足データ
  • 略語と頭字語
  • 定義
  • 調査手法
  • 二次情報
  • 参考文献
  • GlobalDataについて
  • お問合せ
図表

List of Tables

List of Tables

  • Table 1: Top booking centers for select markets (where HNW investors are expected to offshore more AUM), 2021
  • Table 2: Selected markets' rate of offshore investment among general population, 2020-21

List of Figures

List of Figures

  • Figure 1: Most markets expect HNW investors to increase their offshore portfolio
  • Figure 2: The HNW expat market is concentrated in the US and other Anglo markets
  • Figure 3: Indian HNW expats are the single largest nationality in the expat market
  • Figure 4: Globally, HNW investors favor alternatives over any other asset class
  • Figure 5: The equity portion of the offshore portfolio dropped considerably due to the pandemic
  • Figure 6: Offshore investing increased in all regions barring the Middle East and Africa
  • Figure 7: Offshore investment is a significant part of retail investors' portfolios in the Americas
  • Figure 8: Older consumers increasingly turned offshore over the course of the pandemic
  • Figure 9: Offshore investment is not common among investors outside of the private wealth market
  • Figure 10: Unlike the onshore market, the small proportion of HNW investors dominate offshore AUM
  • Figure 11: Expats and individuals returning home are a core component of the offshore market
  • Figure 12: The connected global economy underpins offshore wealth
  • Figure 13: The expectation of better returns rose in importance globally in 2021 compared to 2020
  • Figure 14: All regions continue to favor better returns over other offshore investment drivers
  • Figure 15: 18-34-year-olds invest a larger proportion of their wealth offshore than any other age group
目次
Product Code: GDFS0390IA

This report draws on GlobalData's Global Wealth Managers Survey and Financial Services Consumer Survey to analyze the drivers behind offshore investments across the wealth pyramid. It examines and contrasts offshore investment preferences across multiple jurisdictions and wealth tiers, providing readers with an in-depth understanding of what is motivating investors to look to offshore booking centers. The report outlines key challenges facing the wealth management industry in 2022, taking into account the impact of inflation, the COVID-19 pandemic, and what this means for the offshore sector.

The offshore wealth management market has surged in the wake of the COVID-19 pandemic, rebounding sharply after the volatility of Q1 2020. New investors have been drawn to the formerly niche market, while the traditional core of the market - HNW investors - have upped their allocations. The pandemic has truly reshaped the offshore investor profile and their behaviors, with the role of Asia Pacific growing as a destination for non-resident investors mainly based in North America and Europe.

Scope

  • HNW investors remain the core segment of the offshore market due to the proportion of wealth they offshore, although the rate of offshore investing has increased across all wealth tiers.
  • Younger, digital-savvy investors are increasingly turning to offshore investments as previous barriers - such as ease of use and high assets under management (AUM) thresholds - are overcome.
  • COVID-19 travel bans have restricted the size of the expat market, although it remains a key segment of the offshore investor base due to their greater uptake of offshore accounts.

Reasons to Buy

  • Understand the growth sectors of the non-resident investor segment in recent years.
  • Identify which offshore investors are gaining market share amid the pandemic.
  • Gain insight into the drivers behind retail and HNW investor offshoring.
  • Forecast HNW demand for offshore wealth management in all key markets.
  • Size key market segments within the offshore investment market.
  • Examine the effects of COVID-19 on the HNW offshore investment portfolio.

Table of Contents

Table of Contents

1. Executive Summary

  • 1.1 Market overview
  • 1.2 Key findings
  • 1.3 Critical success factors

2. HNW Offshore Investors

  • 2.1 The core HNW offshore segment is growing in most markets
  • 2.2 Portfolio preferences of HNW offshore investors

3. Retail Offshore Investors

  • 3.1 Retail offshore investors are mainly draw from developing market millennials
  • 3.2 While many individuals have offshore accounts, few outside of the HNW client base are worth pursuing

4. Motivations and Drivers

  • 4.1 COVID-19 encouraged more investors to offshore wealth to combat negative portfolio impacts onshore
  • 4.2 HNW investors' business interests drive them to offshore
  • 4.3 Retail investors are keen to offshore for better returns

5. Appendix

  • 5.1 Supplemental data
  • 5.2 Abbreviations and acronyms
  • 5.3 Definitions
  • 5.4 Methodology
  • 5.5 Secondary sources
  • 5.6 Further reading
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