2022年世界超级财富报告

WorldUltraWealthReport2022 Thoughtleadership WorldUltraWealthReport2022 JamesLavell ChiefExecutiveOfficer RichardGreen ChiefCommercialOfficer ManuelBianchi SeniorVicePresidentandGlobalHeadofSales,WealthSolutions MichaelPhillips VicePresident,MarketingandCommunications AmandaCifone SeniorMarketingDirector LeadauthorsMayaImberg SeniorDirector,HeadofThoughtLeadershipandAnalytics MaeenShaban DirectorofResearchandAnalytics Design StephanieWarburton DirectorofVisualCommunications DawnLastre VisualCommunicationsCoordinator ©AltrataNovember2022.PartoftheEuromoneyInstitutionalInvestorPLCGroup.Allrightsreserved. Thispublicationisforyourinformationonlyandisnotintendedasanoffer,orasolicitationofanoffer,tobuyorsellanyproductorotherspecificservice.Allinformationandopinionsindicatedaresubjecttochangewithoutnotice. Contents 01Executivesummary1 02Introduction2 03Ahighlyinfluentialwealthtier3 04Theultrawealthyin20226 05Regional,countryandcityperformance9 06Today’sultrawealthywomen17 07Methodology28 08AboutAltrata29 Altrata|WorldUltraWealthReport2022 Executivesummary Inthefirsthalfof2022,theglobalultrahighnetworth(UHNW)population fellby6%,to392,410individuals.Thisrepresentsasharpreversalfrom2021andthefirstdownturninUHNWnumberssince2018,aswealthportfolioswere hitbyshockwavesacrosstheglobaleconomy,triggeredbythewarinUkraine.Followinghistoricalhighsinrecentyears,combinednetworthfellby11%, to$41.8trn.Itwillbeabumpyroadinthenearterm. NorthAmericasawthemostsignificantfallofanyregioninH12022.Instarkcontrastwiththevibrantgrowthseen in2019-21,theUHNWpopulationintheworld’slargestultrawealthregion declinedbyalmost10%inthefirsthalfof2022,to134,530individuals.ThenumberofUHNWindividualsinAsiafellby3.9%;thiswasasmallerdeclinethaninNorthAmericaandEurope,allowingAsiatoconsolidateitspositionasthesecond-largestUHNWregion. ChinawastheonlymajorwealthmarkettoseeariseinitsUHNWpopulation. Ultrawealthynumbersintheworld’ssecond-largestUHNWcountryroseby2.3%overH12022.TheUSwasoneofthreecountries(theothersbeingJapanandFrance)inthetoptentorecordadouble-digitfall.Amongtheworld’spremierUHNWcities,HongKongslightlyextendeditsleadoversecond-placedNewYork,althoughbothcitiesrecordeddeclinesintheirUHNWpopulations. Womenaccountforonly11%oftheUHNWpopulation,butthisproportionisgraduallyrising.UHNWwomenare,onaverage,farmorelikelytohaveinheritedatleastsomeoftheirwealth;andhaveagreaterinterest(orbeworkingdirectly)inphilanthropy.Assetallocationalso differsbetweenultrawealthywomenandmen:realestateandluxurygoods,whichaccountfor13%ofallassetsamongUHNWwomen,isthreetimesgreaterthantheallocationamongtheirmalecounterparts. Amongluxuryassets,ultrawealthywomenhaveagreaterpreferenceforartandjewelryassetsthandotheirmalecounterparts.Assuminganequalnumberofultrawealthymenandwomen(forcomparisonpurposes),womenaccountfor70ofevery100UHNWownersofluxurywatchesandjewelry,andareslightlymoreoftentheownersofhigh-endart.JetsandyachtsarefarmorecommonlyownedbyUHNWmen.Ownershipofasecondaryresidenceworthmorethan$5misequallycommonamongUHNWmenandwomen. Onaverage,USultrawealthywomenmakelargerpoliticaldonationsthandoultrawealthymen.Individualultra wealthyfemaledonorsgave,onaverage, $134,100intheperiod2018-21,comparedto$125,000amongultrawealthymaledonors.Whiletheaveragefemalegiftisslightlysmaller,theygivemorefrequently. Introduction ThefirstWorldUltraWealthReportpublishedbyAltrata—andthetentheditionpoweredbyWealth-Xdata—providesin-depthanalysisoftheultrahighnetworth(UHNW)population—anexclusivegroupofwealthyindividualslocatedacrosstheglobe,eachwithnetworthinexcessof$30m. Webeginbyexploringthedistributionofwealthamongtheglobalrich1,andexaminetheconsiderablewealthenjoyedbytheultrawealthydemographic.AmidtheongoingharmfuleffectsthatthewarinUkraineishavingontheglobaleconomy,weassessthestatusoftheglobalultrawealthypopulationin2021andthefirsthalfof2022,identifyingthedriversandregionaltrendsofglobalwealth,andrankingtheleadingUHNWcountriesandcities. Takingalonger-termoutlook,thisreportshinesaspotlightonthecharacteristicsofthefemaleultrawealthypopulation.Globally,womenaccountforarisingshareofwealth,afactthathasmajorimplicationsforcompaniesandorganizations—frommarketingtothefemaledemographic,totheirproductsandservices,prospectingandmore.Weprofilethefemaleultrawealthyasagroup,examiningfacetsincludingage,wealthsource,primaryindustry,assetallocation,luxury-assetownershipandtopinterests,andcomparethesetothecorrespondingdatafromthemaleultrawealthypopulation.Wealsoexploretheirphilanthropicgiving,and,usinginsightsfromRelSci(anotherAltratacompany),forthefirsttime,wecomparepoliticaldonationsamongultrawealthymenandwomenintheUS. Wealth-X’scomprehensivedatabaseandnewlyupdatedWealthandInvestableAssetsModelprovideunrivaledinsightintothisselectgroupofindividuals,theircharacteristicsandtheconstantlychanginglandscapeofwealthcreation,makingitanessentialreadforanyorganizationlookingtoprospectforandengagewithindividualsinthisuniqueandexclusivedemographic. Keydefinitions Ultrahighnetworth(UHNW)individuals Thosewithanetworthof$30m