HNW Offshore Investment: Key Trends and Motivations

HNW Offshore Investment: Key Trends and Motivations


  • Products Id :- VF0014IA
  • |
  • Pages: 51
  • |
  • |
  • |
  Request for Sample Report
  Request A Quote

Executive Summary

Summary

Developments in the global tax environment such as Foreign Account Tax Compliance Act mean a tough future for offshore centers that primarily position their offering around tax avoidance and client anonymity. However, as tax avoidance is not the main driver for high net worth (HNW) offshore investments there are plenty of opportunities for wealth managers to explore.

Synopsis

Discover the size of the offshore market and the role that HNW investment plays within this.

Analyse the key drivers for HNW offshore investments and how these vary by country.

Assess the importance of the various booking centers and which HNWs are choosing to invest there.

Reasons To Buy

How large is the offshore market for HNW investors?

What are key drivers for HNW offshore investment?

What are the geographic differences behind the motivations for offshore investment?

Which booking centers are most widely used and why?

Key Highlights

At a global level over one third of HNW individuals invest their assets offshore because they expect more promising returns on their investments, or in general broader investment opportunities than they would otherwise get onshore. At the same time, tax efficiency was only the second most common reason for investing offshore.

Verdict Financial estimates that in the 12 centers examined, over $3.1tn is held by HNW individuals. While this is an impressive number it is still more than $500bn lower than the peak in 2007, a trend that is mostly due to an outflow of deposits and mutual funds from certain centers toward the various onshore markets or other offshore markets.

Much of the booking tends to be done locally in the original region of the HNW individual; Asian investors dominate most of the Asian booking centers, with Hong Kong and Australia dominated by them, but also have significant presence in the UK and Switzerland.



Read More



Contact Us:
Ken Research
Ankur Gupta, Head Marketing & Communications

+91-9015378249

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License:
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to sales [@] kenresearch.com
 

select a license
Single User License
USD 5250 INR 385718
Site License
USD 10500 INR 771435
Corporate User License
USD 15750 INR 1157153

NEWSLETTER BY CATEGORY




Testimonials

An excellent provider. Thorough, precise and outstanding insight. They drill down to what we need and their reports are effective at integrating text with supporting graphics and charts. Their reports are a great resource to go back too. ...

Coherent, high-quality, thoroughly-researched reports. We received a very quick response to all our queries which eventually expedited the entire process....

Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed...

The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements....

This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ...



Ken Research Private Limited, Unit 14, Tower B3, Spaze I Tech Business Park, Sohna Road, sector 49
     Gurgaon, Haryana - 122001, India

download

Company Brochure

Engage with Us

sales [@] kenresearch.com