Wealth in Hong Kong: HNW Customers

Date: 2015-11

Wealth in Hong Kong: HNW Customers analyzes the profile of HNW individuals in the country, from their investments to product demand to sources of wealth. This report is based on our 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best practice case studies on how to target HNW individuals in Hong Kong.

– Understand the major sources of HNW wealth in Hong Kong and the industries from which it has been amassed.
– Interpret the investment portfolios of HNW individuals in Hong Kong through detailed asset allocation analysis.
– Evaluate product and service demand among HNW individuals in Hong Kong from discretionary asset management to art advisory and philanthropy.
– Analyze the best method to capture new HNW clients in Hong Kong and how best to maintain communication during the client relationship.

– How do HNW individuals in Hong Kong amass their wealth?
– What investments make up an average HNW investment portfolio in Hong Kong?
– Which wealth management products and services are in demand in Hong Kong?
– How often do wealth managers in Hong Kong contact their clients through email, social media, and face-to-face meetings?
– How do HNW individuals in Hong Kong compare to their global peers?

Key Highlights
HNW investors in Hong Kong have amassed wealth mainly through business ownership, but earned income plays a larger role than elsewhere in Asia Pacific. The most prominent industries from which HNW investors have amassed wealth are manufacturing, financial services and hospitality. Expats represent a large proportion of the resident HNW population.

The HNW portfolio invests heavily into corporate bonds, deposits and equities. When it comes to most asset classes, investors prefer direct investments as opposed to funds, barring equities. Equities will be the clear winner in HNW portfolios over the next two years, benefiting the most from a modest rotation out of bonds and commodities.

HNW investors have growing demand for all asset management services, but their reluctance to relinquish control means that advisory asset management prevails in the market. Financial planning and pension advice are also in high demand. In particular, the latter should be part of every providers’s offering, as it is not well served by competitors.”

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