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Asian Wealth Management Index

Asian Wealth Management Index

The Asian Wealth Management Index tracks the sentiment, asset allocation and wealth management intentions of Asian High Net Worth Individuals (HNWIs).

The index provides key metrics on Asian HNWIs and focuses on their future intentions on issues such as asset allocation, sentiment, and choices around wealth management.

This ninth round result builds on the insights of the previous eight rounds, and is showing a number of key trends. This round also includes a series of special questions on the issue of discretionary portfolios, and the extent to which Asian HNWIs are engaging with this method of managing their wealth, along with their level of awareness.

The index captures Asian HNWIs at a crucial moment in their wealth journey from several perspectives: their engagement with service providers, their levels of optimism amid turbulent markets, and how they plan to shift allocations among asset classes to take best advantage of changing investment returns and risk variables.


Introduction
Key Market Insights
Investable Wealth
Asset Management
Asset Allocation
Discretionary Mandates in Asia
Detailed Data Analysis
List of Tables
1 Personal Wealth
2 Wealth Management
3 Change in Wealth
4 Levels of Growth Optimism
5 Changes in Asset Allocation
6 Changes in Asset Allocation
7 Private Business Interests
8 Contribution of Family Wealth to Individual Wealth
9 Use of Discretionary Portfolios
10 Proportion Wealth Managed by Discretionary Portfolios
11 Satisfaction with Discretionary Portfolio Provider
12 Familiarity with Discretionary Investment Portfolio
13 Likelihood of Investing in Discretionary Portfolios
List of Figures
1 Personal Wealth
2 Wealth Management
3 Change in Wealth
4 Levels of Growth Optimism
5 Changes in Asset Allocation
6 Private Business Interests
7 Contribution of Family Wealth to Individual Wealth
8 Use of Discretionary Portfolios
9 Proportion Wealth Managed by Discretionary Portfolios
10 Satisfaction with Discretionary Portfolio Provider
11 Familiarity with Discretionary Investment Portfolio
12 Likelihood of Investing in Discretionary Portfolios
Appendix I – Research Methodology
A Geographical Distribution
B Industry Sector Distribution of Working HNWIs
C Interviewee Gender
Appendix II – Interview Questionnaire

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