Overview:

Introduction

This brief focuses on onshore HNW customers, detailing their product and service needs today and in the future, and their motivations for choosing products, services, and their bank.

Scope

*Results from our proprietary Wealth Management Market Leaders Survey of 18 wealth managers in Hong Kong
*Detailed data about the demographics and investment portfolios (now and in 2 years) of Hong Kong High Net Worths
*Detailed financial services needs and decision triggers of High Net Worths in Hong Kong
*Hong Kong Wealth Managers' plans regarding Relationship Manager recruitment and retention

Highlights

Financial planning will be among the products and services that HNWs in Hong Kong will most demand in two years' time

Importance of personal relationships in doing business is high among HNWs in Hong Kong

Among the best ways to retain HNWs in Hong Kong is to be proactive with investment suggestions

Reasons to Purchase

*Build your customer targeting strategy using in-depth HNW population demographics and needs analysis
*Ensure customer retention by understanding the reasons that HNWs choose/leave their wealth manager in your country
*Assess the threats and opportunities for your business, including Relationship Manager recruitment, by understanding what your peers are planning