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Offshore Wealth Management - Market Trends and Competitive Dynamics 2021

Publisher GlobalData
Published Jul 29, 2022
Length 32 Pages
SKU # GBDT17384892

Description

Offshore Wealth Management - Market Trends and Competitive Dynamics 2021

Summary

The offshore investment market reached an all-time high in 2020, propelled by investors seeking to shelter their money from the ill effects of the pandemic as well as seeking out investment opportunities after the initial market pandemic. 2021 has been a quieter, and slightly negative, market as investors reassess and retreat from many of the offshore markets they flooded into during the volatile days of 2020. With negative outlooks increasingly driving offshore investment, further growth in offshore investment is expected in 2022.This report charts the recent growth trends of the offshore wealth market, using data from GlobalData’s Offshore Investments Analytics as well as secondary sources such as the Bank for International Settlements and the direct surveys of prominent private wealth managers in the offshore investment market.Scope
  • Offshore investment values surged almost 16% in 2020 before falling back slightly in 2021.
  • Almost all booking centers benefited from increased non-resident investment in 2020, but investors have grown more selected in 2021, with only a tiny minority increasing the value of such investment.
  • Geopolitical risk with knock-on effects for all economies is the primary offshore driver in 2022.
  • Digital wealth management is reshaping the competitive landscape even in the rarified offshore market.
  • Maximizing the appeal to select HNW groups, such as NRIs, is necessary to remain competitive.
Reasons to Buy
  • Understand the growth of the non-resident investor segment in recent years.
  • Identify which markets have investors increasingly turning to offshore centers.
  • Gain insight into the drivers behind growth in offshore investing.
  • Forecast HNW demand for offshore wealth management in all key markets.
  • Size key market segments within the offshore investment market.
  • Examine best practice in the delivery of offshore investment services to the affluent.

Table of Contents

32 Pages
    • Market overview
    • Key findings
    • Critical success factors
    • Non-resident investment assets continue to grow in a challenging environment
    • Regulation is a major cloud on the horizon
    • Geopolitical risk in the form of war is a major concern
    • Offshore wealth management is well developed in most regions
    • Digitization has become central to the offshore investment market, expanding the client base down market
    • Traditional full-service offshore wealth managers
    • Supplemental data
    • Abbreviations and acronyms
    • Definitions
    • Methodology
    • Secondary sources
    • Further reading
  • About GlobalData
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