2023年世界超级财富报告（英文）-Altrata_28页_4mb

报告摘要

World Ultra Wealth Report 2023 Summary

Core Content

The World Ultra Wealth Report 2023 provides a comprehensive analysis of the global ultra high net worth (UHNW) population, highlighting trends in wealth distribution, regional performance, and the characteristics of key UHNW archetypes. Published by Altrata, the report is powered by Wealth-X data and offers insights into the dynamics of wealth creation and preservation in 2022 and future projections.

Main Points

Global UHNW Trends in 2022

The global UHNW population decreased by 5.4% to 395,070 individuals, marking the first annual decline in four years and the largest contraction since 2015.
The combined net worth of the UHNW class fell by 5.5% to $45.4trn, reflecting the impact of economic turbulence, including the end of pandemic restrictions, Russia-Ukraine war, inflationary pressures, and monetary tightening.
Asia saw the largest decline in UHNW population (11%), due to Covid-19 lockdowns, Ukraine war effects, and tech sector downturns.
North America experienced a 4% fall, but its share of the global UHNW class increased slightly to 36%, outperforming Asia and Europe.
India was the only top-10 UHNW country to see an increase in its ultra wealthy population by 3%, driven by economic growth, infrastructure development, and capital inflows.
The US remained the largest UHNW market, with a 4% decline in its UHNW population, but its wealth market dominance continued.

UHNW City Performance

The top 10 UHNW cities accounted for 15.4% of the global UHNW population in 2022.
Hong Kong and New York remained the leading UHNW cities, with almost twice as many individuals as the next two cities, London and Los Angeles.
Singapore was the only city to see significant growth, with a 13% increase in UHNW population.
The UHNW population in the top 10 cities declined by 8% on average, outpacing the global decline of 5.4%.
US cities dominated the top 10, with five cities in the rankings, while China and Germany had no UHNW city representation due to more evenly distributed wealth.

Key UHNW Archetypes

Entrepreneurs, executives, and inheritors make up over 75% of the UHNW class.
Entrepreneurs have the highest net worth and 85% of their wealth is self-made.
Executives have the lowest female representation (8%), while inheritors have the highest (almost 40%) and are strongly associated with philanthropy.
Yacht ownership is most common among entrepreneurs and executives, with executives dominating private jet ownership (62 out of 100 UHNW jet owners).
Luxury car ownership shows a more diverse distribution among UHNW individuals.

Wealth Distribution and Forecast

The ultra wealthy represent 1.1% of the global high net worth (HNW) population, but hold 33% of the total wealth of HNW individuals.
Median UHNW wealth is $51m, while average wealth is $115m.
Billionaires account for less than 1% of the UHNW population but hold 24% of all ultra wealth.
The report forecasts that the global UHNW population will grow from 395,070 to 528,100 individuals over the next five years, with a combined net worth increase to $60.3trn.
Asia’s share of UHNW wealth is expected to rise to 29% by 2027 (up from 27% in 2022 and 15% in 2004), while North America will remain the largest wealth market with a 36% share.
Europe’s share is forecast to decline to 25% by 2027, slightly lagging behind Asia and North America.
Middle East and Latin America are expected to see modest growth, while Africa and the Pacific will experience below-average gains.

Regional Analysis

Region	UHNW Population Change	Wealth Change	Notes
Asia	-11%	-10.6%	Largest drop; affected by China's lockdowns, Ukraine war, and tech sector downturns
North America	-4%	-4.3%	Maintained largest share (36%); US dollar strength and consumer spending helped
Europe	-7.1%	-11.7%	Heavily impacted by energy shocks and inflation
Middle East	+15.7%	+13%	Driven by commodity prices and energy exports
Latin America and Caribbean	+17.5%	+13.8%	Strongest growth; benefited from improved terms of trade and stable capital markets
Africa and Pacific	-4.4% to -4.6%	-3.9% to -4.3%	Suffered from inflation, currency depreciation, and social unrest

Key Insights

The UHNW class is becoming more diverse, but distinct patterns exist among entrepreneurs, executives, and inheritors.
Singapore stood out as the fastest-growing UHNW city in 2022, due to its stable economy, diverse structure, and attractive regulatory environment.
Wealth preservation became the main focus for UHNW individuals in 2022 due to market volatility and geopolitical uncertainty.
Professional connections to the ultra wealthy are surprisingly high, especially among university deans and vice-deans, according to RelSci data.

Conclusion

Despite a sharp decline in 2022, the UHNW population is expected to expand over the next five years, driven by economic recovery, urbanization, rising incomes in emerging markets, and transformative technologies. While Asia continues to gain market share, North America remains the largest wealth market, and Singapore is emerging as a key player in UHNW city rankings. The report emphasizes the importance of understanding UHNW archetypes and their distinct behaviors, as well as the strategic value of professional networks in engaging with this influential group.