Report cover image

China Wealth Management - Market Sizing and Opportunities to 2026

Publisher GlobalData
Published Jul 05, 2023
Length 38 Pages
SKU # GBDT18067942

Description

China Wealth Management - Market Sizing and Opportunities to 2026


Summary

This report analyzes China's wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by the number of individuals and the value of their liquid assets). The report also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by equities, mutual funds, deposits, and bonds.

China’s affluent segment (including HNW and mass affluent individuals) accounted for 5.6% of the total adult population in 2022. Despite the severe impact of COVID-19 in 2022, the country’s wealth market has remained resilient, driving affluent population growth of 6.3% in 2022. The country’s savings and investments market is observing a growing preference for robo-advice among HNW investors. Demand has been accelerated by the pandemic, which has been a catalyst for increased use of digital products and services

Scope
  • HNW individuals constituted only 0.2% of the total adult population of China in 2022.
  • An investment platform at a main bank is the preferred investment channel among Chinese investors across all affluent classes considered.
  • Equities remain the most popular investment avenue for Chinese HNW investors, indicating their preference for investment asset classes that yield high returns.
  • Chinese HNW investors’ investment portfolios are heavily skewed towards discretionary mandates.
Reasons to Buy
  • Make strategic decisions using top-level historic and forecast data on China’s wealth industry.
  • Identify the most promising client segment by analyzing the penetration of affluent individuals.
  • Receive detailed insights into retail liquid asset holdings in China.
  • Understand the changing market and competitive dynamics by learning about new competitors and recent deals in the wealth space.
  • Discover key digital disruptors in the country’s wealth market.

Table of Contents

38 Pages
    • Residents in China segmented by asset band
    • Retail onshore liquid assets segmented by asset band
    • Comparing resident and non-resident holdings
    • China investor asset allocation
    • China HNW asset allocation
    • Investment Channels
    • HNW investment style preferences
    • China investor offshore drivers
    • China HNW offshore holdings
    • Overview
    • Equities
    • Mutual funds
    • Deposits
    • Bonds
    • Digital disruptors in China
    • Key recent deals
    • Number of individuals in China segmented by asset band (000s), 2012-18
    • Number of individuals in China segmented by asset band (000s), 2019-26
    • Retail liquid assets in China segmented by asset band ($ billion), 2012-18
    • Retail liquid assets in China segmented by asset band ($ billion), 2019-26
    • Resident retail savings and investments in China ($ billion), 2012-26
    • Definitions
    • Methodology
    • Secondary sources

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Request A Sample
Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us