2023年世界超级财富报告英文版

WorldUltraWealthReport2023 Thoughtleadership WorldUltraWealthReport2023 JamesLavell ChiefExecutiveOfficer ManuelBianchi SeniorVicePresidentandGlobalHeadofSales,WealthSolutions MichaelPhillips VicePresident,MarketingandCommunications AmandaCifone SeniorMarketingDirector LeadauthorsMayaImberg SeniorDirector,HeadofThoughtLeadershipandAnalytics MaeenShaban DirectorofResearchandAnalytics NikolettaSzabo AssociateAnalyst,ThoughtLeadershipandAnalytics Design StephanieWarburton DirectorofVisualCommunications DawnLastre VisualCommunicationsSpecialist ©DelinianLimitedanditsaffiliatedcompanies.September2023. Thispublicationisforyourinformationonlyandisnotintendedasanoffer,orasolicitationofanoffer,tobuyorsellanyproductorotherspecificservice.Allinformationandopinionsindicatedaresubjecttochangewithoutnotice. Contents 01Executivesummary1 02Introduction2 03Theultrawealthyin20223 04Regional,countryandcityperformance6 05Theviewahead13 06UHNWentrepreneurs,executivesandinheritors15 07Connectionstotheultrawealthy22 08Methodology23 09AboutAltrata24 Altrata|WorldUltraWealthReport2023 Executivesummary In2022,theglobalultrahighnetworth(UHNW)populationfellby5.4%to395,070individuals.Thisrepresentsasharpreversalfrom2021andthefirstdownturninUHNWnumberssince2018,althoughitonlypartiallyreversedthedynamicgainsrecordedin2021.Wealthportfolioswerehitbyanotherturbulentyearfortheworldeconomy.Followinghistoricalhighsinrecentyears,combinednetworthfellby5.5%to$45.4trn. Asia’sultrawealthypopulationfellby11%in2022,themostofanyregion,to108,370individuals.China’sstrict Covidlockdown,falloutfromthewarinUkraine,disruptedregionalsupplychainsanddepressedstocksallplayedarole. Despiterecordingadeclineof4%in2022to142,990individuals,NorthAmerica–theleadingUHNWregion–sawitsshareoftheglobalUHNWclassriseslightly,to36%,asbothAsiaandEuropeexperiencedlargerrelativefallsinpopulation. Allbutone—India—oftheworld’stop10UHNWcountriesrecordedfallsintheirultrawealthypopulations. Despitea4%fall,theUSconsolidateditsstatusasbyfartheworld’slargestwealthmarket.Amongtheworld’spremierUHNWcities,HongKongandNewYorkretainedtheirlead,withalmosttwiceasmanyUHNWindividualsasthirdandfourthrankedLondonandLosAngeles.AnyrisesincityUHNWnumbersweregenerally modestbuttheoutlierwasSingapore,whichenjoyedgrowthof13%. Theshareofglobalprivatewealthheldbytheultrawealthywillcontinuetoincrease.Despiterecentvolatilityandcontinuinguncertainty,weremaincautiouslyoptimisticabouttheopportunitiesforwealthgeneration–weforecastthenumberofUHNWindividualstoincreaseoverthenextfiveyearsfrom395,070to528,100.HavingovertakenEuropein2019,Asia’sshareofUHNWwealthwillcontinuetogrow(to29%,upfrom27%in2022andjust15%in2004),whileNorthAmericawillremainthelargestwealthmarket. UHNWentrepreneurs,corporateexecutivesandsoleinheritorsaredifferentwhenitcomestotheircharacteristics,favoredinterestsandapproachtowealth.Amongtheseultrawealthyarchetypes,entrepreneurshavethehighestlevelofwealth,with85%havingentirelyself-madefortunes.Corporateexecutiveshavethelowestproportionoffemalerepresentation(8%),whilesoleinheritorshaveafargreaterproportion(atalmost40%)andstand outfortheirparticularlystronginterestinphilanthropy(itisthemostcommoninterestforallthreearchetypes). CorporateexecutivesandentrepreneursarealmostequallythemostfrequentUHNWownersofyachts,buttheformerdominatewhenitcomestoprivatejets.Executivesaccountfor62ofevery100UHNWprivatejetownersbut,amongvaluableartcollectors,entrepreneursaccountfor42outofevery100.LuxurycarownershipshowsahigherdiversityofUHNWownership. Introduction ThelatesteditionoftheWorldUltraWealthReport–thesecondtobepublishedbyAltrataandthe11thpoweredbyWealth-Xdata–providesuniqueanddetailedanalysisoftheglobalultrahighnetworth(UHNW)population.Thisexclusivegroupofwealthyindividuals,eachwithanetworthin excessof$30m,hasgrownsteadilyinsizeandinfluenceoverthepastdecadetonowholdimmensecollectivewealthofmorethan$45trn. Inwhatwasanotherturbulentyearfortheworldeconomy,weassessthechangesandimpactfeltbytheglobalUHNWclassin2022aswealthmarketsrespondedtoadiminishingglobalpandemic,anewwarinEurope,agenerationalspikeininflationandthemostaggressivemonetarytightening cycleindecades.Weexplorethemaindriversandregionaltrendsofglobalwealth,andhighlightkeydevelopmentsinourrankingsoftheleadingUHNWcountriesandcities. ThereportthenmovestoexaminekeyfacetsoftheglobalUHNWpopulationthroughananalysisofthreespecificultrawealthyarchetypes:entrepreneurs,executivesandinheritors.Together,thesemutuallyexclusivegroupsencompassmorethanthree-quartersoftheultrawealthypopulation. Wehighlighttheirdifferentcharacteristics,demographics,luxuryassetownershiptrends,wealthholdingsandpersonalinterests,providingvaluableinsightsforcompaniesandorganizationsthatengagewithandtargettheultrarich. UsinginsightsfromRelSci(anotherAltratacompany),weconcludebydetailingthesurprisinglyhighnumberofprofessionalconnectionsthatuniversitydeansandvice-deanshavetotheultrawealthy,showcasingthepowerofleveragingone’sdirectandsecond-degreelinks. Wealth-X’scomprehensivedatabaseanddetailedWe