Development of HNW Offshore Investment : Overview, Size and Share 2017

ALBANY, NY, May 10, 2017 : At a global level, 18.7% of HNW wealth is invested outside ones country of residence. Almost a quarter of these assets are offshored for general geographic diversification reasons, making it the most important driver. Access to better investment options ranks second, followed by tax efficiencies. Strong market volatility in many parts of the world is also motivating investors to seek better returns abroad. Yet there are notable regional differences, and wealth managers that fail to understand the drivers that motivate HNW investors in a particular country to offshore wealth will have little success growing their offshore book.

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This report draws on our 2016 Global Wealth Managers Survey to analyze the drivers behind offshore investments in the HNW space. It examines and contrasts HNW offshore investment preferences across 17 jurisdictions, providing readers with an in-depth understanding of what is motivating HNW investors to look for new homes for their wealth -
- Understand the global trends that are driving offshore investments in the HNW space.
- Compare how HNW offshore investment drivers differ across 17 countries.
- Learn why certain HNW offshore drivers are more relevant in some countries than in others and how this affects your business.
- Understand how to react to the constantly changing tax environment and adjust your offshore proposition accordingly.

Scope

- Global diversification is becoming increasingly important as correlations are on the rise, making it the number one driver to offshore HNW wealth.
- HNW investors in developing markets invest offshore to gain access to a wider range of investments, while those in developed markets seek to reduce home market bias.
- Despite a number of tax-related offshore scandals emerging in recent years, a fifth of HNW assets are still held offshore to gain tax efficiencies. However, this driver is only prominent in a number of countries - mainly those with unfavorable and complex tax systems.
- Recent market volatility and low interest rates in many countries across the globe have seen better returns offshore rank as the fourth most important driver for offshore investments.

Reasons to buy

- Understand how to best promote your offshore proposition.
- Review your service offering, and adjust it based on a detailed understanding of HNW investors offshore investment preferences.
- Give your marketing strategies the edge required and capture new clients using insights from our data on HNW drivers for investing offshore.

Table of Contents

1. EXECUTIVE SUMMARY 3
1.1. HNW offshore investment is driven by a multitude of factors 3
1.2. Key findings 3
1.3. Critical success factors 3

2. GLOBAL TRENDS DRIVING HNW OFFSHORE INVESTMENTS 9
2.1. There are multiple drivers for HNW offshore investment 9
2.1.1. Global diversification benefits rank first, followed by access to better investment options 9
2.1.2. Tax efficiencies remain important, but only in a number of countries 9
2.1.3. Bearish financial markets and strong currency volatility in many parts of the world are motivating investors to seek better returns abroad 10
2.1.4. Other drivers include expat money flows and political, economic, and currency volatility 11
2.2. Significant regional differences exist in the motivations for offshore investment 12
2.2.1. HNW offshore investment is driven by a multitude of factors requiring in-depth initial scoping by wealth managers 12

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3. DETAILED DRIVER ANALYSIS 14
3.1. Local market factors drive the variety in HNW individuals' motivations for offshore investment 14
3.2. Driver one: HNW individuals invest offshore to achieve diversification benefits 14
3.2.1. Risk mitigation is more of a developing market aim 14
3.2.2. Mature economy investors tend to globalize their portfolios to boost returns 16
3.2.3. HNW individuals investing offshore to achieve diversification benefits are more likely to opt for bond investments than their peers 17
3.3. Driver two: HNW individuals invest offshore to gain access to a broader and better range of investments 17

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This release was published on openPR.