2017全球超级财富报告（英文版）_39页-1mb

2017 World Ultra Wealth Report Summary by Wealth-X

Core Content Overview

The 2017 World Ultra Wealth Report by Wealth-X provides an in-depth analysis of the global ultra high net worth (UHNW) population and their wealth dynamics in 2016, as well as forecasts for the period up to 2021. It highlights key trends in wealth creation, regional performance, and the implications for wealth management, luxury, and not-for-profit industries.

Key Findings from 2016

Global Ultra Wealthy Population and Wealth

• The global UHNW population increased by 3.5% to 226,450 individuals in 2016, a partial recovery from a 7.1% drop in 2015.
• Total UHNW wealth rose by 1.5% to $27 trillion, but the average net worth of the ultra wealthy declined for the first time since 2013.

Regional Trends

• North America and Asia were the main growth drivers, with increases of 5.1% and 3.5% in ultra wealthy numbers, respectively.
• Latin America and the Caribbean experienced a sharp decline in both population and wealth (down 3.4% and 10.2%, respectively).
• Europe saw a marginal decline in population (0.2%) and wealth (2.4%), with the UK suffering a 14.2% drop in dollar-denominated wealth.
• Middle East and Africa had relatively flat performance, though Africa saw a 4% drop in its ultra wealthy population.

Wealth Distribution by Tier

• Almost half of the global UHNW population had a net worth between $30m and $50m.
• The number of individuals in each tier decreases as net worth increases.
• Billionaires saw a 3.1% decline in numbers and a 3.7% drop in wealth, despite their significant influence on the global ultra wealthy landscape.

Forecast to 2021

• The global UHNW population is expected to grow to 299,000 individuals by 2021, an increase of 72,550.
• UHNW wealth is projected to reach $35.7 trillion, implying $8.7 trillion of newly created wealth over the next five years.
• The trend towards a more balanced global distribution of ultra wealth is expected to continue.

Major Trends and Implications

Technology and Wealth Management

• Technology is transforming the wealth management industry, driven by a new generation of investors who are tech-savvy and demand convenience and speed.
• Robo-advisors and algorithmic software are becoming more prevalent, especially for lower-tier UHNW individuals.
• However, the need for personalized, face-to-face interaction remains high for those with complex assets and wealth transfer needs.
• The luxury real estate sector is also seeing a shift, with technology handling simpler tasks, while brokers evolve into high-level wealth advisors.

Experiential Luxury and Philanthropy

• The ultra wealthy are increasingly interested in experiential luxury, which includes new technologies such as AI, VR, and smart-home systems.
• Electric vehicles and connected-car technologies are gaining traction among UHNW individuals.
• Philanthropy is on the rise, with more UHNW individuals engaging in charitable activities, which has implications for the not-for-profit sector.

Economic and Geopolitical Factors

• Geopolitical instability and heightened risks are affecting global wealth creation, though the overall trend remains positive.
• Currency movements, particularly the strength of the US dollar, played a major role in shaping regional wealth performance.
• The globalisation slowdown and populist movements are expected to continue influencing the wealth landscape in the coming years.

Top UHNW Countries and Cities

• The top 30 UHNW countries and cities are highlighted in the report, with the US continuing to lead.
• Shanghai and New York are among the top UHNW cities, showing the concentration of wealth in major urban centers.
• China holds the third-largest UHNW population, but its wealth creation is not evenly distributed across its cities.

Methodology and Data Sources

• Wealth-X uses its proprietary Wealth and Investable Assets Model, which provides statistically significant estimates of UHNW wealth and population.
• The model is based on real wealth data rather than implied data from income distribution, enhancing its accuracy.
• The report draws on a database of over 100,000 ultra wealthy dossiers, along with insights from global economic indicators and market data.

Conclusion

The report underscores the resilience of the ultra wealthy population despite global uncertainties. It predicts continued growth in UHNW numbers and wealth, driven by technological adoption, urbanization, and rising disposable incomes. At the same time, it highlights the increasing complexity of wealth management and the evolving demands of the ultra wealthy, which will require both digital innovation and personalized services.