The World Wealth Report 2016 from Capgemini has built a strong and lasting reputation as the industry benchmark for tracking High Net Worth Individuals (HNWIs) at a global, regional and country level. The report includes insights from the Global HNW Insights Survey, capturing feedback from more than 5,200 HNWIs. Explore the infographic for a summary of 2016 Report findings or dive deep in to the report by visiting our interactive website at www.worldwealthreport.com.

1. Celebrating 20 years
 Even with the financial crisis, global HNWI wealth
expanded by almost 4 times over the last 20 years
 HNWIs still allocate half of their assets to equities
and cash
 The rise in regulatory oversight post-crisis
 Growing focus on social attitudes towards wealth
Note: The chart percentages add to 101% due to rounding
WHAT WE'VE LEARNED...
WHAT’S NEXT?
 US$100 million in HNWI wealth
by 2025
 Persistent market volatility
 Service impacts caused by high
volumes of wealth transfer
 FinTech start-up
technology disruption
 Pressure on traditional
fee models
 Regulatory focus on
fiduciary duty
Alternative
Investments
Fixed
Income
Real Estate Cash & Cash
Equivalents
Equity
16%
25%
18%
18%
24%
WEALTH MANAGERS
CUSTOMERS
The success of wealth firms
rides on digital
Want better digital tools
Are happy with what
they haveof net income is at risk due to client
attrition from lack of digital Say lack of digital tools may
drive them to find a new job
45%
56%
HNWIs now willing to use
automated advisory services,
versus 49% last year
HNWIs are now looking
peer-to-peer platforms for
advice at least once weekly
FINTECH INNOVATION IN WEALTH MANAGEMENT
67%
48%
Joining forces with FinTechs to provide better customer experience
39%
81%
Capgemini DigiWealth Maturity Model2
found:
Wealth Management Firms Need to Up their Digital Maturityto Retain Profits, Clients and Managers
2 Capgemini DigiWealth Maturity Model is a robust tool that measures five maturity levels based on 34 parameters across three different areas of digital capabilities
Wealth Firm Score
Difference in
Maturity Scores
Third-Party Analyst Score
Firm -0.7
Wealth Manager 0.2
Client -0.4
3.5
3.0
3.0
2.8
3.2
2.6
Copyright ©2016 Capgemini. All rights reserved.
www.worldwealthreport.com
Questions? wealth@capgemini.com
Asia-Pacific surges ahead in
both HNWI1
wealth and population
Asia-Pacific now
in top spot
US$17.4 trillion
HNWI wealth
(9.9% growth),
5.1 million HNWIs
(9.4% growth)
North America
now in 2nd
place
US$16.6 trillion
HNWI wealth
(2.3% growth),
4.8 million HNWIs
(2.0% growth)
Led by Asia-Pacific,
global wealth is
projected to reach
US$100 trillion
by 2025
Global HNWI wealth
4%
to US$58.7 trillion
Global HNWI population
5%
to 16.6 million
1 HNWI represents High Net Worth Individiuals who hold US$1million or more in investable assets excluding primary residence, collectibles, consumables, and consumer durables.