This report sizes the opportunity within Taiwan's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the market's HNW investors. The report is based on the analyst's annual Global Wealth Managers Survey.
The Taiwanese HNW market is dominated by professional and high earning males, while female HNW individuals and entrepreneurs also present a lucrative target market for wealth managers. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for robo-advice coupled with increasing demand for ESG investments provide arguably the most significant growth opportunities for global wealth managers in the foreseeable future.
The Taiwanese HNW market is dominated by professional and high earning males, while female HNW individuals and entrepreneurs also present a lucrative target market for wealth managers. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for robo-advice coupled with increasing demand for ESG investments provide arguably the most significant growth opportunities for global wealth managers in the foreseeable future.
Scope
- Robo-advice accounts for 13.5% of the Taiwanese HNW portfolio and has strong current demand.
- Equities, bonds, and cash dominate the Taiwanese HNW asset portfolio.
- The average Taiwanese HNW investor offshores 30.3% of their wealth abroad and this proportion is expected to increase over the next 12 months.
Reasons to Buy
- Understand Taiwan's HNW wealth market, including the investment preferences of HNW individuals.
- Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
- Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
Table of Contents
1. Demographics2. Expats
3. Investment Style Preferences
4. Asset Allocation Preferences
5. Offshore Investment Preferences
6. Products and Services
7. Appendix
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Mega International Commercial Bank
- BNP Paribas Wealth Management
- Cathay United Bank
- First Commercial Bank
- Alpha Fintech
