2022-11-18-WEALTH-X-2022年世界超级财富报告_33页_1mb

Summary of World Ultra Wealth Report 2022

Core Content

The World Ultra Wealth Report 2022 provides an in-depth analysis of the ultra high net worth (UHNW) population, highlighting global trends, regional performance, and the unique characteristics of ultra wealthy women. The report is produced by Altrata, using data from Wealth-X, a leading provider of wealth intelligence.

Main Points

Global UHNW Population

• The global UHNW population fell by 6% in the first half of 2022 to 392,410 individuals, marking the first decline since 2018.
• Combined net worth of the UHNW population dropped to $41.8 trillion, a 11% decrease from previous years.
• The UHNW class accounts for 1.2% of the global high net worth (HNW) population but holds 31% of their total wealth.
• The billionaire class represents less than 1% of the UHNW population but holds over 25% of all ultra wealth.

Regional Performance

• North America saw the largest decline in UHNW numbers, with a 10% drop to 134,530 individuals, due to a slump in capital markets and rising interest rates.
• Asia experienced a 3.9% decline, but its wealth holdings dropped more sharply by 10.5%, slightly eroding 2021 gains.
• China was the only major wealth market to see an increase in UHNW population, with a 2.3% rise due to policy stimulus and limited exposure to the Russia-Ukraine conflict.
• Europe saw a 6.9% drop in UHNW population and a 11.5% decrease in combined net worth, driven by energy and inflation risks.
• The Middle East recorded a 7.4% growth in UHNW population, mainly due to rising commodity prices and increased revenue from hydrocarbon exports.
• Latin America and the Caribbean saw a 5.1% increase in UHNW population, supported by improved terms of trade.
• The Pacific and Africa both saw declines, with the Pacific down 6.5% and Africa 3.2%, despite some commodity-related gains.

UHNW Cities

• The top 10 UHNW cities account for 18.5% of the global UHNW population.
• Hong Kong slightly extended its lead over New York, although both cities recorded population declines.
• London was the only top city to see an increase in UHNW population, despite a weakening macroeconomic environment.
• US cities dominate the top 10, with six of the top cities located in the US, while China and Germany have no city representation in the top 10.

Ultra Wealthy Women

• Women make up 11% of the UHNW population, a gradually increasing share.
• UHNW women are more likely to have inherited wealth (around 25% have inherited at least some of their wealth), compared to 5% of UHNW men.
• Self-made wealth is less common among women (45%) than men (75%).
• Median wealth of UHNW women is $67 million, slightly higher than that of men ($63 million).
• UHNW women have a greater interest in philanthropy and are more likely to be involved in it directly.
• They are more inclined to own real estate and luxury goods, which make up 13% of their assets, compared to 4% for men.
• Luxury watch and jewelry ownership is 70% among UHNW women, while jets and yachts are more common among men.
• UHNW women in the US make larger political donations on average than men, with $134,100 versus $125,000.

Key Information

• Methodology: The report uses Wealth-X's Wealth and Investable Assets Model, which provides statistically significant estimates of global private wealth and UHNW populations.
• Data Sources: Includes input from Wealth-X Database, International Monetary Fund, and Morgan Stanley Capital International.
• Trends: The global UHNW population has been shrinking due to economic shocks, particularly from the Russia-Ukraine war, while China is the only major market to see growth.
• Inheritance vs. Self-Made Wealth: Inheritance plays a larger role in the wealth of women than men, and this trend is expected to continue as more intergenerational wealth transfers occur.
• Asset Allocation: UHNW women are more invested in luxury assets like art, jewelry, and watches, while men are more likely to own jets and yachts.
• Political Giving: US ultra wealthy women outpace men in political donations, with a higher frequency of giving despite slightly smaller average donations.

Conclusion

The report underscores the shifting dynamics of global wealth distribution, the impact of geopolitical and economic events, and the distinct characteristics of the ultra wealthy women demographic. As the UHNW population continues to evolve, understanding these trends is crucial for businesses and organizations aiming to engage with this influential group.