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Top Research Reports in 2020

Hong Kong, Asia’s leading financial centre

Find the Top Research Reports in 2020 on global wealth, family office, financial services, impact investing and economic outlook.

Where are the billionaires, UHNWs and HNWs?  How much wealth are there in the world?  What are the 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 Research Reports:

Top 2020 Research Reports:
  • Global Wealth: Wealth-X, Boston Consulting Group, Credit Suisse, Capgemini
  • Family Office: UBS, KPMG
  • Financial Industry: Hong Kong Financial Services Development Council, Monetary Authority of Singapore (MAS)
  • Global Impact Investing, Economic Outlook: Global Impact Investing Network (GIIN) and International Monetary Fund (IMF)

The Reports:

Related

 


 

1. 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

 

2. 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

 

3. 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

 

4. 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

 

5. 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

 

6. 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

 

7. Hong Kong Financial Services Council Report: Greater Bay Area 2020

The Hong Kong Financial Services Development Council (FSDC) has released a research report on enhancing financial connectivity in the Greater Bay Area (Guangdong, Hong Kong and Macao).  The report provides an overview, opportunities and recommendations of financial services such as remittance, payments, loans, insurance, wealth management and investments to enhance financial connectivity in the Greater Bay Area.  The Financial Services Development Council (FSDC) report is titled “Hong Kong’s Unique Role in Enhancing Financial Connectivity in the Greater Bay Area.”

  • The Greater Bay Area (GBA) comprises of 3 territories of China – Guangdong, Hong Kong and Macao
  • Total population of 71.2 million, GDP of $1.64 trillion and GDP per capita of $23,075.
  • In 2018, financial services accounted for 19.8% of Hong Kong’s GDP (Hong Kong GDP 2018 : $361 billion)

View: Report Summary

 

8. HK SFC Annual Report 2019/2020

Hong Kong Securities and Futures Commission (SFC), which oversees Hong Kong’s securities and futures market, has released its Annual Report 2019/2020.  Learn more about the financial market in Hong Kong in 2019.  Find out the total number of licensed professionals and firms in Hong Kong, the number of IPOs, new investment funds launched, fines, disciplinary actions and many more.

  • 47,167 Licensed financial professionals and firms in Hong Kong
  • 2,728 collective investment schemes, 762 Hong Kong-domiciled funds
  • $61.8 million / HKD 479 million in fines

View: Report Summary

 

9. Monetary Authority of Singapore Asset Management Survey 2019

The Monetary Authority of Singapore (MAS) has released the result of its 2019 annual survey of the Singapore asset management industry, for the year ending 31 December 2019, with 972 respondents participating in the 2019 MAS Asset Management Survey.

  • Global AUM – $89 trillion
  • Singapore AUM – $2.96 trillion / S$4 trillion (15.7% growth)
  • 895 licensed asset managers in Singapore (108 new)
  • Alternatives AUM – $538 billion
  • Collective Investment Scheme – $95 billion
  • Almost 300 Private Equity and Venture Capital managers based in Singapore (2019)

View: Report Summary

 

10. GIIN: Annual Impact Investor Survey 2020

The Global Impact Investing Network (GIIN) releases the 10th edition of its 2020 Annual Impact Investor Survey, which finds the $715 billion global impact investing market maturing, even amid the worldwide pandemic. The 2020 Annual Impact Investor Survey, the most comprehensive overview of the market, provides data and insights from the GIIN’s largest number of respondents ever: 294 of the world’s leading impact investors, who collectively manage $404 billion of impact investing assets.

  • $715 billion global impact investing market
  • 294 world’s leading impact investors, manage $404 billion of impact investing assets

View: Report Summary

 

11. IMF: World Economic Outlook 2020

The International Monetary Fund (IMF) has released the World Economic Outlook 2020, projecting global economy to decrease by 3% (GDP) in 2020.  The IMF also classified the global pandemic (The Great Lockdown) as the worst recession since the Great Depression of 1929 to 1939. (Report 1)

  • The worst recession since the Great Depression (1929-1939)
  • The global economy is projected to decrease by 3% (GDP) in 2020.
  • The global economy is projected to have a partial recovery and to grow 5.8% (GDP) in 2021

View: Report Summary

 

12. IMF: World Economic Outlook 2020 – Forecast Revised

In June 2020, the International Monetary Fund (IMF) released the IMF 2020 Global Financial Stability Report (June Update) and the World Economic Outlook Report (2020 June), revising the 2020 Global GDP Forecast from -3% to -4.9%, due to the worsening recession caused by the COVID-19 pandemic. (Report 2)

  • 2020 Global GDP Forecast revised from -3% to -4.9%
  • Improved Financial Conditions as Risk Asset Prices Rebounded
  • Central Banks Boosted Market Sentiments with Asset Purchases
  • Disconnect between Financial Markets and Real Economy, Investor Appetite could Fade

View: Report Summary

 

These are the Top Research Reports in 2020.

The Reports:

Related




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