新知一下
海量新知
6 5 2 3 1 9 7

BCG:2022年全球财富报告(R0319)

营销老司机 | 25年营销者分享营销的点点滴滴 2022/09/21 18:39
BCG波士顿咨询 非券商

波士顿咨询发布了“2022年全球财富报告”,财富管理会变得越来越繁忙。

市场规模

尽管危机重重,财富创造仍在继续

从2020年到2021年,全球金融财富增长了10.6%。两位数的增长创造了26万亿美元的新财富,使金融财富总额和实际资产池接近530万亿美元。强劲的股市推动了上涨。在健康的企业利润的推动下,标准普尔500指数在2021年飙升了26.9%,鉴于2020年的创纪录水平,这是一个显著的涨幅。过去一年,对实物资产的需求激增9.4%(22万亿美元),总需求达到256万亿美元。加在一起,这些资产现在占总财富池的近50%。

对于现在采取行动的财富管理机构来说,净零值将是一个积极因素

对于全球财富管理机构 (WM) 而言,净零值是当务之急。可持续投资的增长速度是传统投资的3-5倍。到2026年,这一资产类别将占私人投资财富的8%-17%,从现在的4%上升至11%。

1万亿美元的加密机会适合您吗?

到2021年12月底,加密资产的市值达到并超过2万亿美元,这个数字超过了加拿大的国内生产总值。预测表明,在本世纪末之前,这个价值可能会增长4-5倍。

大规模有效个性化的秘诀

正确实现个性化可能是收入增长的重要推动力。擅长定制优惠和互动的财富管理可以看到更高的客户满意度和更低的流失率。这些指标转化为客户资产和负债的回报增加,年增长率超过10%。

数字化是创造价值的途径

数字财富管理拥有巨大的市场溢价。根据资产管理规模的价格,它们的估值倍数是传统财富管理的6-7倍。尽管估值在2022年疲软,但传统财富管理和数字财富管理之间的差距仍然很大。


The Boston Consulting Group released its "2022 Global Wealth Report", and wealth management will get busier.

market size

Wealth creation continues despite crisis

From 2020 to 2021, global financial wealth increased by 10.6%. Double-digit growth created $26 trillion in new wealth, bringing total financial wealth and real asset pools to nearly $530 trillion. A strong stock market drove the gains. Driven by healthy corporate profits, the S&P 500 has surged 26.9% in 2021, which is a notable gain given the record levels in 2020. Demand for physical assets surged 9.4% ($22 trillion) over the past year, taking total demand to $256 trillion. Combined, these assets now account for nearly 50% of the total wealth pool.

Net zero will be a positive for wealth managers acting now

For global wealth managers (WMs), net zero is a priority. Sustainable investing is growing 3-5 times faster than traditional investing. This asset class will account for 8%-17% of private investment wealth by 2026, up from 4% today to 11%.

Is the $1 Trillion Crypto Opportunity Right for You?

By the end of December 2021, the market capitalization of crypto assets will reach and exceed $2 trillion, a figure that exceeds Canada’s gross domestic product. Projections suggest that this value could grow 4-5 times by the end of the century.

The secret to effective personalization at scale

Getting personalization right can be an important driver of revenue growth. Wealth managers that excel at tailoring offers and interactions can see higher customer satisfaction and lower churn. These metrics translate into increased returns on client assets and liabilities, with annual growth rates exceeding 10%.

Digitization is the way to create value

Digital wealth management has a huge market premium. Depending on the price of AUM, their valuation multiples are 6-7 times that of traditional wealth management. Despite soft valuations in 2022, the gap between traditional wealth management and digital wealth management remains wide.


新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319) 新知达人, BCG:2022年全球财富报告(R0319)

版权归原作者所有,如有侵权请后台联系我们,我们将第一时间处理

更多“财富”相关内容

更多“财富”相关内容

新知精选

更多新知精选