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市場調査レポート

香港の富裕層のアセットアロケーション

HNWI Asset Allocation in Hong Kong 2016

発行 Wealthinsight 商品コード 229603
出版日 ページ情報 英文 54 Pages
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香港の富裕層のアセットアロケーション HNWI Asset Allocation in Hong Kong 2016
出版日: 2016年03月30日 ページ情報: 英文 54 Pages
概要

当レポートでは、香港の富裕層(HNWI)人口とウェルスマネジメント(資産管理)業界について調査分析し、香港の富裕層のアセットアロケーション(資産配分)の現状と予測をお届けいたします。

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 香港の基礎情報

第4章 香港の富の分配

  • 富裕層の人口と資産動向

第5章 香港の富裕層の投資分析

  • 資産クラス別の分析
    • 代替資産の動向
    • 「アート・ワイン・車」の動向
    • 不動産の投資動向
    • 現金・預金の投資動向
    • 債権の投資動向
    • 株式の投資動向
    • 事業利益の投資動向
  • 外国投資の分析
    • 欧州の投資動向
    • 北米(米国・メキシコ・カリブ海を含む)の投資動向
    • アジア太平洋地域の投資動向
    • 南米の投資動向
    • 中東の投資動向
    • アフリカの投資動向
  • 代替資産の内訳:流動資産 vs 投資可能資産
  • 香港のUHNWI投資分析

第6章 主な市場成長促進要因

  • 香港ドル/米ドル為替レート
  • 実質GDP成長率
  • 1人あたりGDP
  • 国内株式市場の時価総額
  • 商品価格指数
  • 海外直接投資(FDI)流入・流出額
  • インフレ率
  • 利子率
  • 国際収支
  • 政府債務
  • 株式市場実績
  • 資産構成

第7章 WealthInsightについて

図表

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目次
Product Code: WI0448MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Hong Kong.
  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Hong Kong HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Hong Kong 2016 is an unparalleled resource and the leading resource of its kind.Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level ofgranularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2020.

Key Highlights

  • Real estate was the largest asset class for Hong Kong HNWIs in 2015, accounting for 34.1% of total HNWI assets. This was followed by business interests with 24%, equities with 18.5%, cash and deposits with 11.4%, fixed-income with 8.2% and alternatives with 3.9%.
  • Real estate, equities and business interests recorded the highest growth during the review period, at respective rates of 67.2%, 51.7% and 22.4%.
  • Alternative assets held by Hong Kong HNWIs decreased from 5.1% to 3.9% between 2011 and 2015. HNWI allocations to commodities decreased from 2.4% to 1.2% of total assets during this period.
  • WealthInsight expects allocations in commodities to remain same over the forecast period at 1.2% of total HNWI assets by 2020.
  • Hong Kong HNWI liquid assets valued US$434.3 billion as of 2015, representing 38% of total wealth holdings.

Table of Contents

1. INTRODUCTION

  • 1.1. Details of this Report
  • 1.2. Definitions

2. EXECUTIVE SUMMARY

3. HONG KONG KEY FACTS

4. DISTRIBUTION OF WEALTH IN HONG KONG

  • 4.1. HNWI Volume and Wealth Trends

5. ANALYSIS OF HONG KONG HNWI INVESTMENTS

  • 5.1. Analysis by Asset Class
    • 5.1.1. Trends in alternative assets
    • 5.1.2. Trends in 'art, wine and wheels'
    • 5.1.3. Trends of investment in real estate
    • 5.1.4. Trends of investment in cash and deposits
    • 5.1.5. Trends of investment in fixed-income
    • 5.1.6. Investment trends in equity
    • 5.1.7. Investments trends in business interests
  • 5.2. Analysis of Foreign Investments
    • 5.2.1. Investments in Europe
    • 5.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 5.2.3. Investments in Asia-Pacific
    • 5.2.4. Investments in South America
    • 5.2.5. Investments in the Middle East
    • 5.2.6. Investments in Africa
  • 5.3. Alternative Breakdown: Liquid vs Investable Assets
  • 5.4. Analysis of Hong Kong UHNWI Investments

6. KEY DRIVERS

  • 6.1. HKD-US$ Exchange Rate
  • 6.2. Real GDP Growth
  • 6.3. Per Capita GDP
  • 6.4. Domestic Market Capitalization
  • 6.5. Commodity Index
  • 6.6. Foreign Direct Investment (FDI) - Inflows and Outflows
  • 6.7. Inflation Rate
  • 6.8. Interest Rate
  • 6.9. Balance of Payments
  • 6.1. Government Debt
  • 6.11. Stock Market Performance
  • 6.12. Wealth Breakdowns

7. ABOUT WEALTHINSIGHT

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Hong Kong HNWIs - Assets Allocations (%), 2011-2020
  • Table 3: Hong Kong HNWIs - Holdings Growth (%), 2011-2020
  • Table 4: Hong Kong HNWIs - Alternative Asset Composition (%), 2011-2020
  • Table 5: Hong Kong HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
  • Table 6: Hong Kong Trends in 'Art, Wine and Wheels', 2011-2015
  • Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
  • Table 8: Hong Kong HNWIs - Foreign Investment Allocations (%), 2011-2020
  • Table 9: Hong Kong HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
  • Table 10: Hong Kong HNWIs - Liquidity Breakdown (%), 2011-2020
  • Table 11: Hong Kong UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Table 12: Hong Kong Exchange Rate - HKD-US$ Exchange Rate, 2011-2020
  • Table 13: Hong Kong Real GDP Growth (%), 2011-2020
  • Table 14: Hong Kong GDP per Capita (US$), 2011-2020
  • Table 15: Hong Kong Domestic Market Capitalization (US$ Billion), 2011-2015
  • Table 16: Hong Kong Commodity Indices, 2011-2020
  • Table 17: Hong Kong Foreign Direct Investment (US$ Billion), 2011-2020
  • Table 18: Hong Kong Inflation Rate (%), 2011-2020
  • Table 19: Hong Kong Money Market Rate (%), 2011-2020
  • Table 20: Hong Kong Balance of Payments (US$ Billion), 2011-2015
  • Table 21: Hong Kong Government Debt as a Percentage of GDP (%), 2011-2020
  • Table 22: Hong Kong Stock Market Performance (Index), 2011-2015
  • Table 23: Hong Kong HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Table 24: Hong Kong - Appendix One
  • Table 25: Hong Kong - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Hong Kong
  • Figure 3: Hong Kong Asset Price Performance (%), 2011-2015
  • Figure 4: Hong Kong HNWI Performance (US$ Billion and HNWI Volume), 2011-2020
  • Figure 5: Hong Kong vs Global HNWIs (%), 2011-2015
  • Figure 6: Hong Kong HNWs - Asset Class Composition (%), 2011-2020
  • Figure 7: Hong Kong HNWIs - Trends in Alternative Assets (US$ Billion), 2011-2020
  • Figure 8: Hong Kong Trends in 'Art, Wine and Wheels', 2011-2015
  • Figure 9: Hong Kong HNWIs - Foreign Investment Allocation and Growth (%), 2015
  • Figure 10: Hong Kong HNWIs - Global Distribution of Foreign Investments (%), 2011-2020
  • Figure 11: Hong Kong HNWIs - Liquidity Breakdown (%), 2011-2020
  • Figure 12: Hong Kong UHNWIs - Asset Class Composition (%), 2011-2020
  • Figure 13: Hong Kong Exchange Rate - HKD-US$, 2011-2020
  • Figure 14: Hong Kong Real GDP Growth (%), 2011-2020
  • Figure 15: Hong Kong GDP per Capita (US$), 2011-2020
  • Figure 16: Hong Kong Domestic Market Capitalization (US$ Billion), 2011-2015
  • Figure 17: Hong Kong Commodity Indices, 2011-2020
  • Figure 18: Hong Kong Foreign Direct Investment (US$ Billion), 2011-2020
  • Figure 19: Hong Kong Inflation Rate (%), 2011-2020
  • Figure 20: Hong Kong Money Market Rate (%), 2011-2020
  • Figure 21: Hong Kong Balance of Payments (US$ Billion), 2011-2015
  • Figure 22: Hong Kong Government Debt as a Percentage of GDP (%), 2011-2020
  • Figure 23: Hong Kong Stock Market Performance (Index), 2011-2015
  • Figure 24: Hong Kong HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Figure 25: Hong Kong HNWIs - Volume by Wealth Band, 2011-2020
  • Figure 26: Hong Kong HNWIs - Wealth by Wealth Band (US$ Billion), 2011-2020
  • Figure 27: Hong Kong HNWIs - Wealth per Capita (US$ Million), 2011-2020
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