安永（EY）：2025年全球财富研究报告（英文版）（103页）.pdf

1、2025 EY Global Wealth Research Report Welcome from the EY wealth 3 management leadership teamExecutive summary 4Setting the scene 8Chapter 1:Client sentiment 12Chapter 2:Client behavior 26Chapter 3:Client preferences 48 for product offeringsChapter 4:Client preferences 58 for service offeringsChapte

2、r 5:Wealth transfer 66Chapter 6:Strategic implications of AI 80Chapter 7:Outlook 92Chapter 8:Methodology 94Contact and contributors 98ContentsWelcome32025 EY Global Wealth Research ReportAsia-PacificEMEIAGlobal&AmericasElliott ShadforthEY Asia-Pacific Wealth&Asset Management Leader Hermin Hologan EY

3、 EMEIA Wealth&Asset Management Leader Jun Li Global and Americas Wealth&Asset Management Leader Sample size:Our sample size has increased by 900 participants,bringing the total to approximately 3,600 wealthy clients worldwide including greater representation of high net worth(HNW),very high net wort

4、h(VHNW)and ultra-high net worth(UHNW)clients.Geographic coverage:Our research now includes five additional markets in Southeast Asia,along with more comprehensive coverage in Europe,the Middle East and India,capturing a broader range of market-specific nuances.Clientprofiling:In addition to traditio

5、nal attributes such as age,gender,occupation,primary residence and investable assets,wealthy clients are now profiled by additional dimensions such as primary sources of wealth,use of onshore and offshore investing,life stages,and behavioral profiles.Respondents were also asked familiarity with vari

6、ous financial products and preparedness to achieve their financial goals.Multiyear perspective:As in previous editions,we researched client sentiment,needs,preferences and opinions along with clients actions,plans and intentions allowing us to track key developments in demand and shifts of assets.St