凯捷：2024年世界财富报告（英文版）（52页）.pdf

1、Intelligent strategies for winning with the ultra-wealthyBridge wealth management and family office strengths to fuel growthWorld Report Series 2024Wealth Management2Foreword 3 Executive Steering Committee 2024 4Executive summary 5Navigate HNWI wealth recovery during uncertain times 6 Leveraging beh

2、avioral finance to reconnect with HNWIs 18 Ultra-HNWIs:The most lucrative segment to attract and retain 30 Conclusion 40 Methodology 41 Partner with Capgemini 43ContentsWorld Wealth Report 2024ForewordWe are back in business!While researching,analyzing,and writing the World Wealth Report 2024,our 28

3、th edition of this report,we discovered a significant investment shift:globally,high-net-worth individuals(HNWIs)are reaching unprecedented numbers and wealth levels.And,as wealth grows,HNWIs are revisiting cautious 2022 and 2023 asset preservation tendencies.Risk aversion is subsiding,and HNWIs are

4、 slowly rebalancing between safety and growth.Despite this emerging positive trend,the global environment is not so bright,with issues ranging from geopolitics to inflation.Uncertainty is further compounded as many countries hold elections in 2024.As the market upswing unfolds,the time has come for

5、wealth management firms to dive deep into clients evolving behavior and expectations,and to prioritize meaningful and timely engagements.The road ahead isnt without hurdles:macroeconomic uncertainty,geopolitical tensions,regulatory agenda and a rise in operating costs are squeezing the bottom line.L

6、ike in all other sectors,artificial intelligence(AI)is fast emerging as a transformative force to enhance client intimacy in wealth management.From creating and then regularly updating 360-degree client profiles to leveraging behavioral finance techniques,AI is promising to help relationship manager