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Top Family Office Reports in 2020

Hong Kong, Asia’s leading financial centre

Find the Top Family Office Reports in 2020.  Where are the billionaires, UHNWs and HNWs?  How much wealth are there in the world?  What are the family office, billionaires, UHNWs, HNWs, fund managers and private bankers doing?

Step into the next client meeting, management or board meeting with confidence.  Rattle off numbers like a rocket scientist.  Speak like a true expert or a real economist.  Impress your clients, peers and colleagues.  View the Top 2020 Family Office Reports:

Top 2020 Family Office Reports:
  • Family Office: UBS, KPMG
  • Global Wealth: Wealth-X, Boston Consulting Group, Credit Suisse, Capgemini

The Reports:

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1. UBS Global Family Office Report 2020

UBS, one of the world’s largest wealth manager has released the UBS Global Family Office Report 2020.  In the report, UBS surveyed principals and executives in 121 single family offices around the world with an average family wealth of $1.6 billion each in 35 markets.  The total wealth of the 121 single family offices who participated in the report totalled $142.4 billion.

  • Asset Allocation: 56% of families are closely involved in strategic asset allocation
  • Succession Planning: Around one third have no plans for change of control – Current generation beneficial owners are around 60s to 70s years old
  • Sustainable Investing: 39% of family offices intend to do sustainable investing
  • Impact Investing: 43% of family offices prioritise investment performance
  • Private Equity: 69% of family offices view private equity as key driver of returns

View: Report Summary

 

2. KPMG Global Family Business Tax Monitor 2020

KPMG Private Enterprise has released the report on Global Family Business Tax Monitor for 2020.  The report provides a comparison of the tax regimes and explore key factors impacting family business transfers.  For the report, KPMG surveyed 54 countries to examine the tax implications for the transfer of a family business, from one generation to the next, by inheritance and lifetime gift.

  • Family-owned enterprises account for 2/3 or more of businesses globally, contributing around 70% to 90% of annual global GDP and 50% to 80% of global employment.
  • Over the next 10 years, more than $15 trillion will pass from one generation to the next.
  • 15 of the 54 countries have a inheritance / wealth tax for the intra-family transfer
  • 16 of the 54 countries have a gift tax that applies for lifetime transfers
  • United States have one of the highest gift or inheritance tax, before exemptions
  • In Asia-Pacific, China have no gift or inheritance tax while South Korea have one of the highest tax in the world

View: Report Summary

 

3. Wealth-X: The Billionaire Census 2020

Wealth-X, the world’s leading provider of data and insight on the wealthy, has released the Wealth-X Report: The Billionaire Census 2020.  In its 7th edition, the report analyzes the status of the world’s billionaire population in 2019.  The report also provided key intelligence from the first months of 2020 to provide early insight into the economic impact of COVID-19.

  • 2,825 billionaires in the world
  • 2,825 billionaires holding $9.4 trillion of wealth
  • 788 billionaires are in United States, 388 billionaires are in China
  • 113 billionaires are in New York,  96 billionaires are in Hong Kong

View: Report Summary

 

4. Boston Consulting Group: Global Wealth Report 2020

The world’s leading management consulting firm Boston Consulting Group (BCG) has released the 20th edition of the BCG Global Wealth Report 2020, titled “The future of Wealth Management – A CEO Agenda.”  The BCG Global Wealth Report 2020 provides insights into global wealth growth and global wealth management industry over the last 20 years (1999 to 2019), global wealth forecast for the next 5 and 20 years and key agenda for Wealth Management CEOs.

  • Millionaires grew from 8.9 million in 1999 to more than 24 million by the end of 2019
  • Personal wealth grew from $80.5 trillion in 1999 to $226.4 trillion at the end of 2019
  • Millionaires hold more than 50% of total financial wealth globally
  • Wealth industry profit pool remained the same with $135 billion in 2019 compared with $130 billion in 2007
  • Cross-border wealth surged over the past 20 years, growing from $3.1 trillion in 1999 to $9.6 trillion in 2019

View: Report Summary

 

5. Credit Suisse: Global Wealth Report 2020

Credit Suisse has released the Global Wealth Report 2020.  The report analyzes the household wealth of 5.2 billion adult population in the world.

  • No. of millionaires at the end of 2019: 51.8+ million
  • United States, China and Japan have the most millionaires
  • 175,000 + UHNWs (> $50 million), United States, China, Germany have most UHNWs
  • Total Global Wealth in 2000: $117.9 trillion
  • Total Global Wealth 2020 June: $400.18 billion

View: Report Summary

 

6. Capgemini: Global Wealth Report 2020

Capgemini has released the World Wealth Report 2020.  The report tracks high net worth individuals (HNWIs), their wealth, and global and economic conditions that drive change in the wealth management industry.  The World Wealth Report 2020 covers 71 countries, accounting for more than 98% of global gross national income and 99% of world stock market capitalization.

  • There are 19.6 million HNWIs in the world at the end of 2019
  • Total HNWIs in the world held $74 trillion of wealth
  • The average HNWI wealth is $3.77 million
  • 19.4 million HNWIs with $1 million to $30 million
  • 17.6 million HNWIs with $1 million to $5 million
  • 1.75 million HNWIs with $5 million to $30 million
  • 183,400 are UHNWIs with $30 million or more
  • United States has the most HNWIs, with 12.07 million

View: Report Summary

 

These are the Top Family Office Reports in 2020.

The Reports:

Related

 

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