Taiwan (Province of China) Wealth Management – High Net Worth (HNW) Investors
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Taiwan Wealth Management Report Overview
The Taiwanese HNW population is predominantly male, accounting for more than 80% of such individuals, although there is a small proportion of males aged under 50. Despite this, wealth managers will still do well to resonate with this audience. Wealth managers should understand the preferences of young HNW individuals who are eager to pursue entrepreneurial ventures and provide them with the necessary guidance and expertise for growing their businesses.
The Taiwan wealth management report analyzes the investment preferences, service requirements, and portfolio allocations of Taiwan HNW investors. The report is based on GlobalData’s annual Global Wealth Managers Survey.
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| Key Investment Preferences |
· Advisory Asset Management
· Automated Investment Services · Discretionary Asset Management · Execution-Only Asset Management |
| Key Reasons for Expatriation |
· Better Lifestyle Conditions
· Business start-up · Tax Efficiencies · Job Transfer · Retirement |
| Key Asset Allocation Classes | · Equities
· Bonds · Real Estate · Commodities · Alternatives |
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Taiwan Wealth Management Market - Investment Preferences
The key investment preferences in the Taiwan wealth management market are advisory asset management, automated investment services, discretionary asset management, and execution-only asset management. The high demand levels across all types of asset management services emphasize the need for a varied approach. Meanwhile, advisory mandates are in high demand. Wealth managers must adapt to this growing demand for control and ensure that relationship managers are providing the necessary reassurance to retain faith in their expertise.
Taiwan Wealth Management Market Analysis by Investment Preferences, 2023
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Taiwan Wealth Management Market - Asset Allocation Classes
Equities had the highest allocation in Taiwanese HNW portfolios in 2023
The major asset allocation classes for HNW investors in the Taiwan wealth management market include equities, bonds, cash and near-cash products, real estate, commodities, and alternatives. HNW investors in Taiwan allocate the largest proportion of their onshore wealth to equities in line with the regional trend. Bonds are the second-most preferred asset class. Formosa bonds are of particular interest because they are issued in Taiwan but denominated in a currency other than the new Taiwan dollar.
Taiwan Wealth Management Market by Asset Allocation Classes, 2023 (%)
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Taiwan Wealth Management Market – Expat Analysis
Better lifestyle conditions is the leading HNW offshore expatriation driver in Taiwan
The key reasons for expatriation are better lifestyle conditions, business start-up, tax efficiencies, job transfer, and retirement.
Taiwan Wealth Management Market Analysis by HNW Expatriation Drivers, 2023 (%)
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Segments Covered in the Report
Taiwan Wealth Management Asset Allocation Classes Outlook (2023)
- Equities
- Bonds
- Real Estate
- Commodities
- Alternatives
Scope
- This report sizes the opportunity within Taiwan’s wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country’s HNW investors.
- The report is based on GlobalData’s annual Global Wealth Managers Survey.
Reasons to Buy
- Understand the Taiwan’s HNW wealth market, including the investment preferences of HNW individuals.
- Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
- Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
BNP Paribas Wealth Management
Cathay United Bank
First Commercial Bank
Alpha Fintech
Table of Contents
Frequently asked questions
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What are the key investment preferences in the Taiwan wealth management market?
The key investment preferences in the Taiwan wealth management market are advisory asset management, automated investment services, discretionary asset management, and execution-only asset management.
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What was the leading driver for HNW expatriation driver in the Taiwan wealth management market in 2023?
Better lifestyle conditions was the leading HNW expatriation driver in the Taiwan wealth management market in 2023.
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Which was the leading asset allocation class for HNW investors in the Taiwan wealth management market in 2023?
Equities accounted for the highest Taiwan wealth management market share in 2023.
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