Report: Targeting Expatriates in Wealth Management

Abstract

Overview

Introduction

The report looks at the targeting of expatriates with wealth management products and services. The report provides access to Datamonitor's Global Expatriate Study, which sizes expatriate populations by country of domicile and provides a breakdown of wealth level. The report looks at future opportunities for targeted services.

Scope

The report looks at the trend among financial institutions in targeting these individuals with wealth management products and services.
Datamonitor's Global Expatriate Study sizes the expatriate population by country of origin and domicile and provides a breakdown of wealth level.
The report analyses competitive dynamics in the expatriate space across the globe.

Report Highlights

Across Hong Kong, Singapore, the UAE and the UK, the majority of expatriates surveyed thought that investment advisory services were important. In the UK 64% of individuals surveyed said that investment advice was either very important or fairly important, compared to 84% in the UAE, 73% in Singapore and 78% in Hong Kong.

The concern over understanding tax implications associated with property investment was considered very or fairly important by an average of 77% respondents across the four countries studied. Respondents in the UK and the UAE found it of most concern with 80% stating it was very or fairly important.

Across the Asia-Pacific countries it is Chinese and UK expatriates that are the most prevalent, with 1.4 million and 1.2 million individuals respectively in the seven countries in this study. The next largest expatriate population originates from New Zealand with 0.5 million individuals.

Reasons to Purchase

This report is an indispensable guide to those looking to target nexpatriates anywhere in the Asia-Pacific region.
With clear exposition of market opportunities and threats, the report is an effective aid for all parties in planning competitive strategy.
Find out how large the expatriate populations are in the AP region and their breakdown by wealth level.