2022 High Net Worth (HNW) Offshore Investment Report: Key Challenges Facing the Industry – ResearchAndMarkets.com

DUBLIN–(COMMERCIAL WIRE)–The “High Net Worth (HNW) Offshore Investing: Drivers and Motivators for 2021” Report has been added to ResearchAndMarkets.com offering.

This report draws on the publisher’s Global Wealth Managers Survey and Financial Services Consumer Survey to analyze the drivers behind offshore investments across the wealth pyramid. It examines and contrasts offshore investment preferences across multiple jurisdictions and wealth levels, providing readers with an in-depth understanding of what motivates investors to seek offshore reservation centers. The report outlines the key challenges facing the wealth management industry in 2022, taking into account the impact of inflation, the COVID-19 pandemic and what this means for the offshore sector.

The offshore wealth management market has exploded in the wake of the COVID-19 pandemic, recovering considerably after the volatility of the first quarter of 2020. New investors have been attracted to the old niche market, while the traditional core of the market, HNW investors, have raised their allocations. The pandemic has really reshaped the profile of offshore investors and their behaviours, with the role of Asia Pacific growing as a destination for non-resident investors based primarily in North America and Europe.

Scope

  • HNW investors remain the core segment of the offshore market due to the proportion of wealth they extract, although the rate of offshore investment has increased across all wealth levels.

  • Younger, digitally savvy investors are increasingly turning to offshore investments as previous barriers such as ease of use and high asset under management (AUM) thresholds are overcome.

  • COVID-19 travel bans have restricted the size of the expat market, although it remains a key segment of the offshore investor base due to its increased acceptance of offshore accounts.

reasons to buy

  • Understand the growth sectors of the non-resident investor segment in recent years.

  • Identify which foreign investors are gaining market share amid the pandemic.

  • Learn about the factors driving retail and HNW investors offshoring.

  • Forecast HNW demand for offshore wealth management in all key markets.

  • Size of the key market segments within the offshore investment market.

  • Examine the effects of COVID-19 on HNW’s offshore investment portfolio.

Key Topics Covered:

1. Executive Summary

2. HNW offshore investors

2.1 The main segment HNW offshore is growing in most markets

2.2 Portfolio Preferences of HNW Offshore Investors

3. Retail investors abroad

3.1 Overseas retail investors come primarily from millennials in developing markets

3.2 While many people have offshore accounts, few outside the HNW customer base are worth seeking out

4. Motivations and drivers

4.1 COVID-19 encouraged more investors to offshore wealth to combat negative impacts of onshore portfolio

4.2 Business interests of HNW investors drive them to relocate

4.3 Retail investors are interested in offshoring for better returns

5. Appendix

For more information on this report, visit

Source: GlobalData

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