The World Wealth Report 2014 produced by Capgemini and RBC Wealth Management consists of more than 52 pages of data and detailed analysis regarding the current state of global wealth, as well as the behaviours and needs of high net worth individuals around the world. RBC Wealth Management, London have made the report available to fellow BABC members to assist in understanding this attractive market for doing business.

The report may be accessed by following this link.

RBC Wealth Management, London provide offshore wealth management services to Americans wanting international investment and may be contacted by using this link.

Capgemini and RBC Wealth Management are pleased to present the 2014 World Wealth Report (WWR), offering detailed analysis of high net worth individuals (HNWIs1) around the world. This year’s report, presented in five sections, assesses growth in the HNWI market and the drivers behind it, and continues with in-depth analyses of HNWI attitudes and preferences—everything from how well they trust their wealth managers, to how they invest their wealth, to how they like to drive social impact. We conclude with an examination of the disruptive force of digital channels and their impact on the wealth management industry and the service preferences of HNWIs.

The findings of this year’s report are derived from a broad range of empirical research. As in our 2013 WWR, we gained insights directly from HNWIs through the Global HNW Insights Survey we created and executed in collaboration with Scorpio Partnership. This year’s survey received responses from more than 4,500 HNWIs in 23 countries across five regions, making it the most comprehensive study of its kind. In addition, interviews with wealth management, social enterprise, and technology executives around the globe round out our direct survey results.

Our findings indicate that more than ever, the environment is right for wealth management firms to broaden and deepen their relationships with HNWIs. The population and wealth of HNWIs is growing, HNWI trust in wealth managers and firms is expanding, HNWIs are increasingly focused on wealth growth instead of preservation, and they continue to express a high degree of confidence in their ability to generate wealth. Our Global HNW Insights Survey provides a detailed understanding of the nuances of the wealth manager-HNWI relationship, helping to pinpoint the ways in which wealth management firms can better fulfill HNWI needs.

Additionally, our research found that having a positive impact on society is important to the vast majority of HNWIs. In our section on driving social impact, we present findings around the drivers and causes that motivate HNWIs to allocate their time, wealth, and expertise, as well as the mechanisms they employ to fulfill social impact goals, and how firms can play a supporting role.

Digital channels, the focus of the final section of our report, are expanding well beyond established technologies to include emerging forms of digital interaction within wealth management, such as mobile applications, video, and social media. Our research offers an unparalleled look into the demand by HNWIs for digital interaction and the disruptive force that digital technology is bringing upon firms, wealth managers, and the overall client experience. We investigate some of the transformative actions taken across the industry and present a strategic framework to help firms navigate this challenging landscape.

We hope you will find our latest report useful in understanding the demographic, competitive, and technological forces affecting the wealth management industry. Using the information in this report, we expect the industry will be better prepared to develop ongoing strategies for improved performance.

Report is no longer available for download. (6-23-2021)