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市場調査レポート

アジアの資産管理市場

Wealth Management in Asia

発行 Timetric 商品コード 239966
出版日 ページ情報 英文 81 Pages
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アジアの資産管理市場 Wealth Management in Asia
出版日: 2012年02月01日 ページ情報: 英文 81 Pages
概要

当レポートでは、アジア太平洋地域各国の富裕層向け資産管理市場について分析し、地域全体および域内主要国における資産分配・構成や富裕層の傾向・選好、資産管理市場の発展状況、将来見通しなどを調査・考察して、その結果を概略以下の構成でお届けします。

エグゼクティブ・サマリー

第1章 イントロダクション

  • アジア太平洋地域:世界の金融業の中核地点
  • 資産分配:アジア人が金融危機後はじめて、市場への信頼を回復する
  • アジア人は自国近くでの投資を好む傾向にある
  • 急速に成長するアジアの富裕者層:資産管理企業にとっての大きな可能性
  • アジア太平洋地域の富裕層の特徴
  • 企業経営:富裕層の資産の基本的な供給源
  • 富裕層が全資産の25%市場を支配するが、相互の関係性は薄い
  • 富裕層の投資戦略
  • アジア太平洋地域の潜在的市場の獲得に当たって克服すべき課題
  • 競争力獲得のための、経験・知識不足の克服
  • 収益と利益率への圧力
  • クライアントのニーズの充足が、資産管理産業で高いレベルの満足度を獲得するための鍵である

第2章 中国

  • 急成長を遂げる中国に資産市場
  • 不動産:中国の富裕層の最大の資産供給源
  • 資産管理市場の規模
  • 代替的資産が、今後3年間に資産管理市場でのシェアを拡大する
  • 2020年までに、中国の資産市場は現在の規模の5倍の規模にまで成長する

第3章 香港

  • 香港:国際投資にとっての最高の環境
  • 香港の成功要因:秘密などは無い
  • 資本投資の参入スキーム
  • 資産管理市場の規模
  • 国内系・外資系銀行
  • 香港の富裕層の不動産投資:2013年まで下落する見込み

第4章:台湾

  • 台湾の富裕層市場の夜明け
  • 台湾の資産管理市場の新たな傾向
  • 台湾の資産管理産業への新規参入企業
  • DBSの、台湾の資産管理市場への参入
  • 台湾の富裕階層:恵まれた状況

第5章 韓国

  • 韓国の富裕層人口と資産市場
  • 韓国の資産管理企業
  • 今後の見通し:韓国のプライベートバンキングの将来性

第6章 シンガポール

  • 経済概況
  • シンガポール国内の富裕層の密度:30世帯に1つが富裕層に属する
  • 部門間比較
  • 資産市場の規模と成長率
  • 資産分配
  • 資産管理市場の規模
  • 資産クラス別の投資額
  • シンガポールのファミリーオフィスの手腕
  • シンガポールの資産管理産業の見通しと一般的な傾向
  • オフショアセンター
  • 課題と規制:シンガポールの資産管理市場の成長と発展に影響する諸要素
  • 信託・資産運用業界への租税控除の適用可能性
  • シンガポール国内の主要企業(運用資産規模別)

第7章 マレーシア

  • マレーシアの富裕層の資産配分と投資
  • 資産管理市場の規模
  • マレーシアのイスラム資産金融市場の動向と課題

第8章 インド

  • 富裕層市場
  • インドの増大する資産と富裕階層
  • インド国内の資産の分配状況
  • インドのプライベートバンキングにおける規制の動向
  • インドのプライベートバンキングの主要企業
  • インドの資産管理産業の主な課題

第9章 インドネシア

  • インドネシアの富裕層市場:規模と成長率
  • 未開拓の中流層市場
  • インドネシアにおける富の分散化
  • 資産管理市場の規模
  • インドネシアの富裕層市場に対する課題と市場規制
  • 将来のファミリーオフィス:有望な傾向

第10章 他のアジア諸国の資産管理市場(タイ、フィリピン、ベトナム、日本)

  • タイ国内の富裕層人口
  • タイ国内での資産管理:課題と規制
  • フィリピン:非常に厳しい状態の市場
  • フィリピンでの資産管理状況
  • ベトナム
  • 日本
  • 日本の富裕層における富の分布と分配

第11章 中東

  • 資産市場
  • 中東における投資家の行動と資産選好

図表一覧

目次
Product Code: VR0808MR

Synopsis

  • This VRL report provides a macro overview looking at fund flows, asset allocation and investment strategies throughout the region
  • A country by country examination, from the established markets of India and China to more peripheral markets such as Indonesia, Thailand and the Philippines
  • The latest available data is shown highlighting current trends, investor behaviour and focusing on growth niches
  • Key players in the main markets are featured

Summary

The two favoured asset classes in Asia are property and equities, for the simple reason that historically they have generated superior returns. These two accounted for over 50 per cent of the total asset investments of Asia-Pacific HNWIs in 2010. Fixed income is the third largest asset class favoured, taking up around 20 per cent of regional asset allocation. Projections for 2012 show that fixed income and equity will gain traction. Property is likely to recover after the stagnant 2010-2011 time period. China, in particular, will make a solid contribution to this process due to housing transactions that rose 12 percent in December 2011, recovering from a decline the previous month. As reported by the Chinese National Bureau of Statistics, the value of homes sold in December 2011 climbed to RMB416.4 billion (USD65.4 billion), up from RMB372.3 billion in November 2011 when housing sales slumped 25 percent, the first retreat in three months.

The 2008 financial crisis left Asians much more conscious of their asset allocation, specifically a reassessment of the weighting accorded to riskier assets such as equities, derivatives and alternatives.

The number of high-net-worth individuals (HNWIs) in Asia-Pacific is accelerating both in number and by AUM. In 2010, the number of HNWIs in Asia-Pacific increased by 9.7 per cent, reaching approximately 3.3 million. This remarkable growth in the HNWI population of Asia-Pacific places it alongside highly developed regions, such as the HNWI population of North America, while exceeding that of Europe.

Scope

  • An analysis of the Asian wealth market, first from a pan-regional perspective, but also on a country-by-country basis
  • Despite paying particular attention to the key markets of China and India, the report also looks at the issues affecting smaller less covered markets like Indonesia, Malaysia and the Philippines
  • The latest available data is provided on funds flow and asset allocation
  • The report also takes a look at the regulatory environment and the trends for the future

Reasons To Buy

  • This report will allow readers to tap into the growing HNWI market in Asia
  • Gain insight into demographics, trends and challenges for the wealth management market across Asia
  • Determine how wealthy Asians can be better served
  • Understand the regulatory environment
  • Recognize the differences between Asian and western markets
  • Analyse the importance of brand identity in the wealth management market

Table of Contents

Executive Summary

1. Introduction

  • 1.1. Asia-Pacific: The Centre of Global Financial Power
  • 1.2. Asset Allocation: Asians Regain Market Confidence After The Crisis
  • 1.3. Asians Prefer Investing Close to Home
  • 1.4. Fast-growing Asian HNWIs: Great Potential For Wealth Management Firms
  • 1.5. Characteristics of Asia-Pacific HNWIs
  • 1.6. Business Ownership as the Primary Source of HNWI Wealth
  • 1.7. UHNWs Control More Than 25% of the Wealth, But Are Thinly Represented
  • 1.8. HNWI Investment Strategies
  • 1.9. Challenges to Overcome in Capturing the Asia-Pacific Potentials
    • 1.2.1. Overcoming the Lack of Expertise and Knowledge to Become Competitive
    • 1.2.2. Income and Margin Pressure
    • 1.2.3. Meeting Client Needs is Key to Higher Levels of Satisfaction in the Wealth Management Industry

2. China

  • 2.1. China's Booming Wealth Market
  • 2.2. Property: Largest Source of Wealth for China's Rich
  • 2.3. Country Assets Under Management
  • 2.4. Alternative Assets will gain a Larger Share of the Wealth Management Market over the Next Three Years
  • 2.5. By 2020, Chinese Wealth Almost Five Times Higher than Now

3. Hong Kong

  • 3.1. Hong Kong: Top Choice for International Investments
  • 3.2. No Secret to Hong Kong's Success
  • 3.3. Capital Investment Entrant Scheme
  • 3.4. Assets Under Management
  • 3.5. Domestic and Foreign Banking Players
  • 3.6. Hong Kong HNWIs Property Investments Expected to Plummet by 2013

4. Taiwan

  • 4.1. The Dawning of the Taiwanese Affluent Market
  • 4.2. Emerging Trends in Taiwan's Wealth Management Market
  • 4.3. New Entrants in Taiwan's Wealth Management Industry
  • 4.4. DBS Enters Taiwan's Financial Management Market
  • 4.5. The Rich in Taiwan - a Nice Place to be

5. South Korea

  • 5.1. South Korea's HNWI Population and Wealth Market
  • 5.2. South Korean Wealth Management Players
  • 5.3. Looking Ahead: The Future of South Korean Private Banking

6. Singapore

  • 6.1. Economic Overview
  • 6.2. The High HNWI Density of Singapore: 1 out of 30 Individuals is a HNWI
  • 6.3. Sector Comparison
  • 6.4. Financial Sector
  • 6.5. Wealth Market, Size and Growth
  • 6.6. Wealth Allocation
  • 6.7. Assets Under Management
  • 6.8. Investments Made by Asset Class
  • 6.9. Dexterity of Family Offices in Singapore
    • 6.2.1. Outlook and Prevailing Trends in Singapore's Wealth Management
    • 6.2.2. Offshore Centres
    • 6.2.3. Challenges and Regulations: Factors Affecting Growth and Development of Wealth Management in the Republic
    • 6.2.4. Availability of Tax Exemptions to Trusts and Fund Management Industries
    • 6.2.5. Singapore's Major Players by AUM

7. Malaysia

  • 7.1. Allocation and Investment of Malaysian High-Net-Worth Population
  • 7.2. Assets under Management
  • 7.3. Trends and Challenges on Malaysia's Islamic Wealth Finance Market

8. India

  • 8.1. The Wealth Market
  • 8.2. India's Growing Wealth and the Indian Affluent
  • 8.3. Asset Diversification in India
  • 8.4. Regulatory Trends in Indian Private Banking
  • 8.5. Major Players in Indian Private Banking
  • 8.6. A Key Challenge to India's Wealth Management Industry

9. Indonesia

  • 9.1. Indonesia's Wealth Market, Size, and Growth
  • 9.2. Indonesia's Untapped Middle Class
  • 9.3. Indonesia's Wealth Diversification
  • 9.4. Assets under Management
  • 9.5. Challenges and Market Regulations in Indonesia's Wealth Market
  • 9.6. Family Offices in the Future - A Promising Trend

10. Other Asian Wealth Markets - Thailand, the Philippines, Vietnam, Japan

  • 10.1. Thailand and Its HNWI Population
  • 10.2. Thai Assets Under Management: Challenges and Regulations
  • 10.3. The Philippines: Wealth Very Tightly Held
  • 10.4. Wealth Management Status in the Philippines
  • 10.5. Vietnam
  • 10.6. Japan
  • 10.7. Wealth Allocation and Diversification of Japanese HNW

11. The Middle East

  • 11.1. The Wealth Market
  • 11.2. Investor Behaviour and Asset Preferences in the Middle East

List of Tables

  • Table 1.1: Geographic Asset Allocation of Asia-Pacific HNWIs, 2010
  • Table 2.1: Main Sources of Wealth in China, 2011
  • Table 2.2: Global Ranking by Total Wealth of Millionaire Households (2011-2020)
  • Table 2.3: Global Ranking by Total Number of Millionaire Households (2011-2020)
  • Table 3.1: List of Chinese Billionaires
  • Table 5.1: Asia ex-Japan Mutual Fund Assets Under Management by Country, 2006-2010 (USD Billion)
  • Table 5.2: South Korea: Key Wealth Estimates
  • Table 6.1: Comparison of Economic Growth and Development in Singapore (per quarter, 2010-2011)
  • Table 6.2: Major Wealth Management Players in Singapore
  • Table 8.1: Number of Billionaires Around the World
  • Table 8.2: Expansion in Investable Wealth in India, 2005-2010
  • Table 8.3: Alternative Assets in India
  • Table 8.4: Major Regulatory Changes Since 1992
  • Table 8.5: Key Wealth Management Players in India
  • Table 8.6: Wealth Management Objectives and Channel Preferences
  • Table 9.1: Merging Market Millionaires 2011 and Est. 2016
  • Table 11.1: Assets per Segment, 2010 (USD Billion)

List of Figures

  • Figure 1.1: Percentage Distribution of GDP in Terms of Purchasing Power Parity (PPP) in Asia-Pacific, 2010
  • Figure 1.2: Real GDP Growth Rate, Global and Asia-Pacific, 2008-2012
  • Figure 1.3: Asia-Pacific HNWI Population (thousands), 2007-2010 (by Market)
  • Figure 1.4: Asia-Pacific HNWI Population Per Cent Change in Growth Rate, 2009-2010 (by Market)
  • Figure 1.5: Asia-Pacific HNWI Wealth (USD Billion), 2007-2010 (by Market)
  • Figure 1.6: Asia-Pacific HNWI Wealth Per Cent Change in Growth Rate, 2007-2010 (by Market)
  • Figure 1.7: The Recovering Asia-Pacific Property (Current & Forecast Asia-Pacific Investment Volumes), USD Billion
  • Figure 1.8: The Evolution of the Singapore Banking System (Number of Institutions)
  • Figure 1.9: The Volatile Hong Kong Stock Market
  • Figure 1.10: The Singapore Most Recent Stock Market TrendFigure 2.1: HNWI Annual Population Rates in China, 2007-2010
  • Figure 2.2: The Number of Millionaires in China, 2009-2011
  • Figure 2.3: Ultra-High-Net-Worth Individuals 2011: Selected Countries
  • Figure 2.4: Profession Composition of China HNWIs (%), 2011
  • Figure 2.5: Soufun Property Price Index
  • Figure 2.6: Total Individual Investable Assets in China, 2008-2011
  • Figure 2.7: Diversified Asset Allocation by Chinese HNWIs
  • Figure 2.8: The Rising Chinese Wealth Management Market Share of Alternative Assets (USD Billion)
  • Figure 3.1: The Growth of the Wealth Management Sector in Hong Kong
  • Figure 3.2: Hong Kong with the Fastest Growing HNWI Population in Asia-Pacific
  • Figure 3.3: Combined Fund Management Businesses (USD Billion)
  • Figure 3.4: Growth in the Number of Millionaire Households by Wealth Cohort
  • Figure 4.1: HNWI Population in Taiwan, 2007-2010
  • Figure 4.2: Total Financial Wealth of Taiwanese HNWIs, 2007-2010
  • Figure 4.3: Growth in the Number of Taiwanese Millionaire Households by Wealth Tier (2011-2020)
  • Figure 5.1: Wealth Levels in Asia, 2010
  • Figure 5.2: Asia ex-Japan Mutual Fund Assets Under Management by Country, 2006-2010 (in USD Billion)
  • Figure 5.3: Global Ranking by Total Number of Millionaire Households (2011-2020)
  • Figure 5.4: Global Ranking by Total Wealth Among Millionaire Households (2011-2020)
  • Figure 6.1: HNWI Wealth Sector Market Attractiveness in Singapore, 2007-2015
  • Figure 6.2: Assets under Management in Singapore, 2005-2010 (USD Billion)
  • Figure 6.3: Funds Investment by Asset Class
  • Figure 6.4: Rates of Wealth Confidence Levels in Various Asian Countries
  • Figure 7.1: Comparison of 2009 and 2010 Malaysian HNWI Asset Allocation
  • Figure 7.2: Comparison of Malaysian HNWI Asset Allocation, Luxury Investments, 2009-2010
  • Figure 7.3: Distribution of Assets in Malaysia (by Asset Class)
  • Figure 8.1: Growth of Individual Wealth in India
  • Figure 8.2: Growth of Assets Under Management in India
  • Figure 8.3: Asset Breakdown of Individual Wealth
  • Figure 8.4: Asset Breakdown of Individual Wealth in India - Equities, Debt and Alternative Assets (%)
  • Figure 8.5: Wealth Management Market Share of Organised and Unorganised Sectors
  • Figure 8.6: HNWI Demographic Distribution by Age Group
  • Figure 9.1: Comparison of Wealth per Adult between 2000 and 2010 (USD)
  • Figure 9.2: Indonesian HNWI Population, 2007-2010
  • Figure 9.3: Urbanisation Trends in Indonesia
  • Figure 9.4: Percentage Comparison of Indonesian Population Living Below the Poverty Line, 2000-2009
  • Figure 9.5: Indonesia's Percentage Distribution of Assets per Class, 2010
  • Figure 11.1: Evidence of Short Time Horizon Among Middle East Investors
  • Figure 11.2: Most Preferred Asset Classes in the Middle East
  • Figure 11.3: Changes in Time Horizon and Risk Appetite
  • Figure 11.4: Expat Groups in GCC Countries, 2010
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