Wealth in Taiwan: HNW Customers

Date: 2015-11

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 Taiwanese HNW individuals where applicable.

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

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

Key Highlights
Family business owners and first-generation entrepreneurs together form the largest HNW client segment in Taiwan. Wealth managers need to be prepared for clients with irregular incomes, heavy exposure to single industries, and finances entwined with their manufacturing business.

Equities holdings, currently a minor element in the local HNW portfolio, are forecast to be the top draw over the next two years. Providers need to be able to provide suitable funds as well as direct market access (the asset class is relatively evenly split between direct and fund holdings) to ensure they can capture this growing investor appetite.

Few wealth managers in Taiwan are leveraging social media, despite the clear appetite for use in the broader market. With Taiwan’s wealth managers relatively poor at leveraging referrals, social media will provide a much needed boost to this critical acquisition channel, with little competition for those relationship managers able to leverage it.”


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