Key findings of the Asia-Pacific Wealth Report 2015 in this infographic

1. Copyright @ Capgemini and RBC Wealth Management. All Rights Reserved.
1
Asia-Pacific Emerging Markets, for the purpose of Global HNW Insights Survey, includes the markets of China, India, and Indonesia
2
Asia-Pacific Mature Markets, for the purpose of Global HNW Insights Survey, includes the markets of Japan, Australia, Singapore, Hong Kong, and Malaysia
3
“Tapping Asia’s wealth transfer potential”, http://www.hubbis.com/articles-content/163/articles, accessed June 2015
Source: Capgemini and RBC Wealth Management Global HNW Insights Survey 2015; Capgemini Wealth Manager Survey 2015
Asia-Pacific Wealth Report 2015
From Capgemini and
RBC Wealth Management
www.asiapacificwealthreport.com
Asia-Pacific
Emerging Markets1
Actions for Wealth Firms
Asia-Pacific
Mature Markets2
Rest of the
World
Asia-Pacific (excl. Japan) HNWIs keep most assets in cash,
with equity allocations gaining
23.1%
22.8%
21.4%
18.7%
14.0%
HNWIs most likely to invest
internationally are under 40 or have
$20 million+ in assets
1
2
3
4
5
Timely & detailed
reporting
Strong investment
performance
Clear understanding
of risk tolerance
High quality
support services
Fee transparency
They are among the bigger
international investors, with
37.8% of wealth held outside
their home region
While Japanese HNWIs retain the
highest cash allocations globally at 37.1%,
this is down by 6.7PP as holdings in
equities increased to 26.3%
Top 5 Wealth Needs of Asia-Pacific HNWIs
1
Wealth
Transfer
How Can Wealth Management Firms Plan for the
Future in Asia-Pacific?
Key HNWI Trends
2
Evolution
of Wealth
Over the next 15 years,
wealth transfer to the next
generation could involve
80% of all regional wealth3
Wealth generation is moving from
agricultural to industry & service
sectors, leading to the emergence of highly
skilled industries
Provide support and training
in holistic financial planning
to smoothly navigate through
intergenerational wealth
transfer
80%
Wealth manager
enablement
Leverage Asia-Pacific HNWIs’
high propensity for digital to
deliver improved customer
experience
Availability of credit is
extremely important with
58.7% of Asia-Pacific (excl.
Japan) HNWIs saying it is
key in choosing a firm
Digital capabilities
Lending solutions
81.7%81.7%82.0%82.6%83.9%
63.1%55.2%61.5%62.9%58.7%
74.7%77.5%77.7%78.4%78.1%
Population and Wealth Growth Rates
THAILAND
13.0%
$ 14.9%
AUSTRALIA
3.5%
$ 4.9%
MALAYSIA
1.7%
$ 3.7%
TAIWAN
11.8%
$ 13.3%
JAPAN
5.4%
$ 6.6%
SOUTH KOREA
6.8%
$ 8.2%
HONG KONG
11.2%
$ 13.1%
2.2%
$ 3.9%
SINGAPORE
15.4%
$ 16.9%
INDONESIA
Asia-Pacific HNWI population and wealth grew at rates of 8.5% and 11.4%
which were the highest rates worldwide in 2014
12.4%
6.5%
4.8%
AnnualizedHNWIWealth
Growth,2006-2014
China&India
RestofAsia
RestofWorldHNWI Population & Wealth in the Region
17.5%
$ 19.3%
#2
INDIA
26.3%
$ 28.2%
#1
CHINA
�4.7 million Asia-Pacific HNWIs holding USD�$15.8 trillion in 2014