1.
Global Population of High Net Worth Individuals and their
Wealth Hit New Highs as Almost 1 Million Join HNWI Ranks
World Wealth Report 2015
From Capgemini and
RBC Wealth Management
920,000
new millionaires in 2014
Asia-Pacific overtakes North America HNWI1
population by slim margin ….
Expected to overtake global HNWI wealth lead by end of 2015
... China and the U.S. drove 52% of global HNWI population growth
CASH &
DEPOSITS EQUITIES
REAL
ESTATE
FIXED
INCOME
ALTERNATIVE
INVESTMENTS
27%
Global HNWI
Investing
Trends2
18%17%
26%
13%
The Credit Story
HNWI Investing Trends
Although HNWIs do not have a single
source of social impact advice, of those
HNWIs seeking advice:
Making an Impact
www.worldwealthreport.com
1
HNWIs are defined as those having investable assets of US$1 million or more, excluding primary residence, collectibles, consumables, and consumer durables.
2
Note percentages in the pie chart do not add up to 100 due to rounding.
3
Wealthiest HNWIs are those with US$20 million or more.
Source: Capgemini and RBC Wealth Management HNW Insights Survey, 2015.
Copyright @ Capgemini and RBC Wealth Management. All Rights Reserved.
HNWIs look to their wealth managers
for social impact advice across these
key areas.
Global Wealth is Forecast to Reach US$70.5 Trillion by 2017
Who’sborrowingmore?
Whyaretheyborrowing?
18% of HNWI assets financed through
borrowed money
40%
Investments
ofof assets
of assets
More assets are now invested
in equities
than held in cash
get it from
wealth managers
get it from
family members
get it from friends
Identifying key goals
Translating causes into
opportunities
Implementing different
approaches
Measuring effectiveness
of the social impact plan
Of the HNWIs
currently receiving advice,
54% are looking for more
advice from wealth managers
HNWIs
22%
Real Estate
of HNWIs
14% of HNWIs
Business
Purposes
27%
22%
HNWIs under 40
Wealthiest
HNWIs3
of assets19%
Female HNWIs
EUROPE
3.98mm POPULATION
$12.97t WEALTH
4.0%
4.7%
NORTH AMERICA
4.68mm POPULATION
$16.23t WEALTH
8.3%
9.1%
#1
LATIN AMERICA
500K POPULATION
$7.66t WEALTH
-2.1%
-0.5%
AFRICA
200K POPULATION
$1.44t WEALTH
5.2%
7.0%
ASIA-PACIFIC
4.69mm POPULATION
$15.82t WEALTH
8.5%
11.4%
#1
MIDDLE EAST
600K POPULATION
$2.28t WEALTH
7.7%
8.2%
30%
27%
22%