Offshore Wealth Management Market Analysis by Investor Drivers and Motivations
Powered by ![]()
All the vital news, analysis, and commentary curated by our industry experts.
Reasons to buy the ‘Offshore Wealth Management’ market report:
- Gain a comprehensive understanding of the offshore wealth management market.
- Gain insights into offshore investment preferences across multiple jurisdictions and wealth tiers to assess investors’ motivation to offshore wealth.
- Identify the key factors driving the HNW offshore investors.
- Learn the key takeaways from a comprehensive analysis of the offshore wealth management market.
How is our report unique from other reports in the market?
Use this report to:
- Understand growth sectors within the non-resident investor segment in recent years.
- Gain insight into the drivers behind retail and HNW investor offshoring.
- Forecast HNW demand for offshore wealth management in all key markets.
- Learn the size of key market segments within the offshore investment market.
- Understand how best to promote your offshore proposition.
- Review and adjust your proposition based on a detailed understanding of the different segments that make up the offshore investment market.
We recommend this valuable source of information to anyone involved in:
- Bankers/Fintech Companies/Lending Companies
- Digital Payment companies/Insurance Companies/Retail Banks
- Financial Service Technology Leaders and Startups
- Business Development and Market Intelligence
- Investment Analysts and Portfolio Managers
- Professional Services – Investment Banks, PE/VC firms
- M&A/Investment, Management Consultants, and Consulting Firms
To Get a Snapshot of the Offshore Wealth Management Report
Offshore Wealth Management Market Report Overview
Globally, offshore investment penetration increases from 10% among mass market investors to 45% among the mass affluent. As a result, mass market investors are unattractive to offshore wealth managers.
Proportion of Segment With Offshore Holdings, 2023 (%)
Buy the Full Report for More Offshore Wealth Management Insights
This offshore wealth management market report draws on GlobalData’s proprietary surveys to analyze the drivers behind offshore investments. The report examines and contrasts offshore investment preferences across multiple jurisdictions and wealth tiers, providing readers with an in-depth understanding of what motivates investors to offshore wealth.
| Key Investment Drivers | · Business Interests
· Better Returns · Better Range of Investments · General Geographic Diversification · Tax Efficiency |
| Enquire & Decide | Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase. |
Offshore Wealth Management - The HNW Offshore Portfolio
The average HNW offshore investment portfolio is well-diversified. With a narrow lead over equities, real estate accounts for the largest component of the average global HNW offshore portfolio. The diversification opportunities and tax efficiencies are critical drivers. Some of the other investment preferences are alternatives, cash and near cash, bonds, and commodities.
Home market bias and an expectation of better returns abroad are key drivers of equity investments, which constitute a fifth of HNW offshore wealth. Looking at regional stock market performances, there have been notable differences in recent years. The US outshone other jurisdictions over the past few years. Europe is also drawing in more offshore stock market investors thanks to strong market performance and a wider range of value stocks, which appeal to the older HNW segment.
HNW Onshore and Offshore Portfolios by Region, 2023 (%)
Buy the Full Report for More Insights into HNW Onshore and Offshore Portfolios by Region
Offshore Wealth Management - Offshore Drivers
A wide range of considerations drive HNW investors to channel offshore investments including business interests, better returns, better range of investments, general geographic diversification, and tax efficiency. Business interests are the number one reason HNW investors hold wealth offshore.
Globally, there are more than 3 million HNW entrepreneurs (including both entrepreneurs and individuals who have inherited and continued a business). This equates to more than 20% of the global HNW population. As a result, entrepreneurs are a key target market for most of the world’s wealth management giants. The likes of BNP Paribas, UBS, and Julius Baer have declared entrepreneurs a key segment.
Global HNW Offshore Investment Drivers, 2023 (%)
Buy the Full Report for More Insights into Global HNW Offshore Investment Drivers
Key Highlights
- At a global level, over 40% of global HNW wealth is booked offshore.
- Globally, offshore investment penetration increases among mass market investors to mass affluent.
- Real estate accounts for the largest component of the average global HNW offshore portfolio, driven by diversification opportunities and tax efficiencies.
- While return on investment considerations are important across wealth segments, they are notably more important among retail (i.e., non-HNW) investors.
FINEXITY
Table of Contents
Table
Figures
Frequently asked questions
-
Which is the most preferred investment in the global HNW offshore portfolio?
With a narrow lead over equities, real estate accounts for the largest component of the average global HNW offshore portfolio.
-
What is driving HNW investors to channel offshore investments?
A wide range of considerations drive HNW investors to channel offshore investments including business interests, better returns, better range of investments, general geographic diversification, and tax efficiency.
-
Why do HNW investors hold wealth offshore?
Business interests are the number one reason HNW investors hold wealth offshore.
-
How many HNW entrepreneurs are there across the globe?
Globally, there are more than 3 million HNW entrepreneurs (including both entrepreneurs and individuals who have inherited and continued a business)
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Related reports
View more Wealth Management reports


