Table of Contents
1 Introduction
1.1 What is this Report About?
2 Wealth Sector Fundamentals
2.1 Economic Background to the Wealth Sector in India
2.2 Economic Background to the Wealth Sector in China
2.3 Political Background to the Wealth Sector in India
2.4 Political Background of the Wealth Sector in China
2.5 Benchmarking Indian Wealth in Context
2.6 Benchmarking Chinese Wealth in Context
2.6.1 Distribution of wealth
2.6.2 Alternate scenarios for China’s economy to 2015
3 Competitive Landscape of the Wealth Sector in India
3.1 Competitive Structure
3.2 Wealth Managers and Private Banks
3.2.1 Wealth managers
3.2.2 Private banks
3.2.3 Foreign banks and MNCs
3.2.4 Joint ventures
3.2.5 Domestic providers
3.3 Leading Companies in the Wealth Management Industry
3.4 Family Offices
3.4.1 Multi-family offices
3.4.2 Single-family offices
3.5 Trusts
3.6 Challenges and Opportunities for the Wealth Sector in India
3.6.1 Regulatory
3.6.2 Tax
3.6.3 Human resources
3.6.4 Move to self-management
3.6.5 Underdeveloped product offerings
3.6.6 Demands of intergenerational wealth transfer and younger clientele
3.6.7 Philanthropy
4 Competitive Landscape of the Wealth Sector in China
4.1 Competitive Structure
4.2 Wealth Management and Private Banking Industry – A Paradigm Shift
4.3 Wealth Management and Private Banking Industry – Competitive Structure
4.4 Wealth Managers and Private Banks
4.4.1 Wealth managers
4.4.2 Private banks
4.4.3 Foreign banks and MNCs
4.4.4 Joint ventures
4.4.5 Domestic providers
4.4.6 Trusts
4.5 Leading Companies in the Wealth Management and Private Banking Industry
4.6 Family Offices
4.6.1 Multi-family offices
4.6.2 Single-family offices
4.7 Offshore Wealth Management and Private Banking Industry
4.8 China Wealth Management and Private Banking Industry – Behavioral Mapping
4.9 Challenges and Opportunities for the Wealth Sector in China
4.9.1 Regulatory Environment
4.9.2 Tax
4.9.3 Human capital
4.9.4 Move away from self-management
4.9.5 Underdeveloped product offerings
4.9.6 Demand for intergenerational wealth transfer and younger clientele
4.9.7 Philanthropy
4.9.8 Business development the Chinese way
5 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regional Definitions of China
Table 2: HNWI Wealth Sector Market Attractiveness of India, 2007–2015
Table 3: Wealth Management Industry – Main Companies Operating in India
Table 4: Wealth Management Industry – Major SFOs and MFOs Operating in India
Table 5: Major Companies in China’s Wealth Management and Private Banking Industry
List of Figures
Figure 1: HNWI Wealth Sector Market Attractiveness of India, 2007–2015
Figure 2: HNWIs – India vs RoW and Asia-Pacific
Figure 3: HNWIs Wealth Sector Market Attractiveness of China, 2007–2015
Figure 4: HNWIs – China vs RoW and Asia-Pacific
Figure 5: Wealth Management Industry of India – Structure
Figure 6: Wealth Management Industry of China – Structure
Figure 7: Offshore and Onshore Wealth Management Segments in China
Figure 8: China Wealth Management Industry – Behavioral Mapping, 2011