The Greater Bay Area and its financial market is changing drastically at an incredible speed. The pool of investible private wealth may double, as the Chinese government runs several initiatives and programs to enhance financial ties in the region.
As the region comes to rival the Silicon Valley in innovation, it is also becoming an international financial center, where wealth management firms need to adapt quickly to seize the advantage in these dynamically evolving markets.
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What the future offerings of wealth managers should look like
To help scope out the size and nature of this market opportunity we surveyed affluent to ultra-high net worth individuals and very tech-savvy digital natives in the region to get a clear picture of what they expect from their advisors.
Smooth and efficient processes
As the Greater Bay Area enters a new era of fluidity and wealth creation, with a substantial new market of people looking for a financial advisor, Avaloq can position your firm to seize this opportunity and retain it as the future unfolds. We can help empower your teams to coordinate their efforts so you can reach your full potential.
Read more about the new opportunities in that fast evolving market in our report.
The report shines a light on the fundamentals of investor behaviour across six markets in Europe and Asia. It is based on original research carried out by Avaloq in 2023. We conducted an online survey among 3,000 mass-affluent to ultra-high net worth individuals aged 18 and above in Germany, Switzerland, the UK, Hong Kong, Japan and Singapore to understand what motivates them, which investment methods they use, what their attitude to risk is, which types of investment they favour and which sources inform their investment decisions.
The financial assets of Japanese individuals total JPY 2,000 trillion, with over half of it held in cash. However, rising inflation and regulatory changes present opportunities for diversification and modern wealth management. With an aging population and wealth gradually shifting to the next generation, the time is ripe for financial institutions in Japan to embrace digitalization and tap into this potential.
How should financial institutions react to changing investor needs? And what are the most important topics in the Front, Middle, and Back Office of today and tomorrow? Avaloq’s Front-to-Back Office Report will answer just that.
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