2017亿万富翁普查报告_30页-1mb

Summary of Wealth-X Billionaire Census 2017

Core Content

The Wealth-X Billionaire Census 2017 provides an in-depth analysis of the global billionaire population in 2016, highlighting trends in wealth distribution, regional performance, industry composition, and the challenges facing billionaires in the evolving global landscape.

Main Points

• Global Billionaire Population and Wealth Declined in 2016
  The total number of billionaires fell by 3.1% to 2,397 individuals, marking the first annual decline since the global financial crisis.
  Combined wealth of the global billionaire population also dropped by 3.7% to $7.4 trillion, though still higher than 2014 levels.

• Regional Performance

  • The Americas were the only region to see an increase in both the number of billionaires and their total wealth.
  • Asia-Pacific experienced the largest decline in both population and wealth, down by 6.8% and 6.3%, respectively.
  • Europe, the Middle East and Africa (EMEA) saw a decline in both population (4.5%) and wealth (6.8%), with Europe being the most affected.

• US Dominance
  The United States was the only major billionaire country to see an increase in both population and wealth in 2016.
  The US dollar's strength and a robust tech sector were key factors behind this growth.
  American billionaires held $2.6 trillion in net worth, equivalent to the combined wealth of Europe and the Middle East.

• Wealth Distribution

  • Over half of all billionaires had a net worth of less than $2 billion, with 95% holding between $1 billion and $10 billion.
  • The top 1.5% of billionaires controlled 15% of all global billionaire wealth.
  • The $5bn-$10bn wealth tier was the only one to expand in size in 2016, due to a net movement of billionaires from the $10bn-$25bn tier.

• Volatility in Wealth

  • Just under three-quarters of billionaires experienced a 5%+ change in personal wealth.
  • One in five saw a 20%+ fluctuation in their net worth.
  • 282 individuals lost more than 20% of their net worth, while 243 gained over 20%.

• New and Lost Billionaires

  • 207 new billionaires emerged in 2016, with some inheriting wealth and others achieving it through personal success.
  • New billionaires showed a higher proportion of self-made individuals, often with concentrated assets in a single company.
  • The tech sector was a major contributor to new billionaires, with 9% of new entrants being from this industry compared to 4.8% in the general population.

• Geopolitical and Economic Outlook

  • The shift away from globalisation in 2016 raised concerns about protectionism, trade restrictions, and regulatory changes.
  • US policy and UK Brexit were significant factors in this shift.
  • Billionaires are now more focused on wealth transfer, succession planning, and philanthropy as part of their long-term strategies.

• Technological Disruption

  • The tech sector has become a major force in wealth creation, with $5.2 billion average net worth for tech billionaires compared to $3.1 billion for the general population.
  • Digital disruption is affecting traditional industries, with 95% of non-tech billionaires feeling the pressure.
  • Tech firms are leading in innovation and market dominance, with companies like Apple, Alphabet, Microsoft, Amazon, and Facebook being among the largest in terms of market capitalisation.

• Philanthropy and Responsibility

  • Over half of all billionaires are either engaged in or interested in philanthropy.
  • The Giving Pledge has seen 150 individuals sign up, though 94% of the global population have not.
  • Billionaires are increasingly using data-driven methods to evaluate the effectiveness of their philanthropy.

• Top 30 Billionaire Countries

  • The United States remained the largest billionaire country with 620 billionaires and $2,580 billion in total wealth.
  • China was second, with 249 billionaires and $670 billion in total wealth, though both population and wealth saw declines.
  • Germany, Russia, and the UK also had significant billionaire populations, but saw declines in wealth.
  • India and Hong Kong showed mixed trends, with India experiencing a 3.4% drop in wealth and Hong Kong a 18.9% drop.
  • Switzerland, Singapore, and Saudi Arabia were notable for their relatively stable or modest growth in billionaire numbers.

• Top 30 Billionaire Cities

  • New York remained the top billionaire city.
  • San Francisco rose to fifth place, adding 10 billionaires in 2016, more than any country except the US.
  • Cities in the US and Europe dominated the list, with tech hubs being particularly influential in wealth creation.

Key Information

• Wealth-X is a leading provider of applied wealth intelligence, offering insights into the global billionaire population.
• The report includes data on asset holdings, industry focus, gender, and wealth sources, as well as trends in wealth creation and preservation.
• Geopolitical changes and technological disruption are identified as major challenges for billionaires in 2017 and beyond.
• The tech sector is a growing force in wealth creation, though still less represented than the finance and investment industries.
• Philanthropy is becoming an important part of the billionaire agenda, with data-driven approaches being increasingly adopted.
• New York and San Francisco are among the most influential cities for billionaires, with New York holding more billionaires than most countries.

Conclusion

The Billionaire Census 2017 underscores the volatility and complexity of extreme wealth in a changing global environment. It highlights the importance of regional dynamics, technological shifts, and philanthropy in shaping the future of the billionaire class.