Top Global Wealth Reports in 2020
Find the Top Wealth Reports in 2020. Where are the billionaires, UHNWs and HNWs? How much wealth are there in the world? What are the billionaires, UHNWs, HNWs, fund managers and private bankers doing?
Step into the next client meeting, management or board meeting with confidence. Rattle off numbers like a rocket scientist. Speak like a true expert or a real economist. Impress your clients, peers and colleagues. View the Top 2020 Global Wealth Reports:
Top 2020 Wealth Reports:
- Global Wealth: Wealth-X, Boston Consulting Group, Credit Suisse, Capgemini, GIIN
- Family Office: UBS, KPMG
The Reports:
- Wealth-X: The Billionaire Census 2020
- Boston Consulting Group: Global Wealth Report 2020
- Credit Suisse: Global Wealth Report 2020
- Capgemini: Global Wealth Report 2020
- UBS: Global Family Report 2020
- KPMG: Global Family Business Tax Monitor 2020
- GIIN: Annual Impact Investor Survey 2020
Related
- Top Research Reports in 2020
- Top Global Wealth Reports in 2020
- Top Family Office Reports in 2020
- 2020 Top 10 Largest Family Office in the World
- 2020 Top 10 Largest Multi-Family Offices in the World
1. Wealth-X: The Billionaire Census 2020
Wealth-X, the world’s leading provider of data and insight on the wealthy, has released the Wealth-X Report: The Billionaire Census 2020. In its 7th edition, the report analyzes the status of the world’s billionaire population in 2019. The report also provided key intelligence from the first months of 2020 to provide early insight into the economic impact of COVID-19.
- 2,825 billionaires in the world
- 2,825 billionaires holding $9.4 trillion of wealth
- 788 billionaires are in United States, 388 billionaires are in China
- 113 billionaires are in New York, 96 billionaires are in Hong Kong
View: Report Summary
2. Boston Consulting Group: Global Wealth Report 2020
The world’s leading management consulting firm Boston Consulting Group (BCG) has released the 20th edition of the BCG Global Wealth Report 2020, titled “The future of Wealth Management – A CEO Agenda.” The BCG Global Wealth Report 2020 provides insights into global wealth growth and global wealth management industry over the last 20 years (1999 to 2019), global wealth forecast for the next 5 and 20 years and key agenda for Wealth Management CEOs.
- Millionaires grew from 8.9 million in 1999 to more than 24 million by the end of 2019
- Personal wealth grew from $80.5 trillion in 1999 to $226.4 trillion at the end of 2019
- Millionaires hold more than 50% of total financial wealth globally
- Wealth industry profit pool remained the same with $135 billion in 2019 compared with $130 billion in 2007
- Cross-border wealth surged over the past 20 years, growing from $3.1 trillion in 1999 to $9.6 trillion in 2019
View: Report Summary
3. Credit Suisse: Global Wealth Report 2020
Credit Suisse has released the Global Wealth Report 2020. The report analyzes the household wealth of 5.2 billion adult population in the world.
- No. of millionaires at the end of 2019: 51.8+ million
- United States, China and Japan have the most millionaires
- 175,000 + UHNWs (> $50 million), United States, China, Germany have most UHNWs
- Total Global Wealth in 2000: $117.9 trillion
- Total Global Wealth 2020 June: $400.18 billion
View: Report Summary
4. Capgemini: Global Wealth Report 2020
Capgemini has released the World Wealth Report 2020. The report tracks high net worth individuals (HNWIs), their wealth, and global and economic conditions that drive change in the wealth management industry. The World Wealth Report 2020 covers 71 countries, accounting for more than 98% of global gross national income and 99% of world stock market capitalization.
- There are 19.6 million HNWIs in the world at the end of 2019
- Total HNWIs in the world held $74 trillion of wealth
- The average HNWI wealth is $3.77 million
- 19.4 million HNWIs with $1 million to $30 million
- 17.6 million HNWIs with $1 million to $5 million
- 1.75 million HNWIs with $5 million to $30 million
- 183,400 are UHNWIs with $30 million or more
- United States has the most HNWIs, with 12.07 million
View: Report Summary
5. UBS Global Family Office Report 2020
UBS, one of the world’s largest wealth manager has released the UBS Global Family Office Report 2020. In the report, UBS surveyed principals and executives in 121 single family offices around the world with an average family wealth of $1.6 billion each in 35 markets. The total wealth of the 121 single family offices who participated in the report totalled $142.4 billion.
- Asset Allocation: 56% of families are closely involved in strategic asset allocation
- Succession Planning: Around one third have no plans for change of control – Current generation beneficial owners are around 60s to 70s years old
- Sustainable Investing: 39% of family offices intend to do sustainable investing
- Impact Investing: 43% of family offices prioritise investment performance
- Private Equity: 69% of family offices view private equity as key driver of returns
View: Report Summary
6. KPMG Global Family Business Tax Monitor 2020
KPMG Private Enterprise has released the report on Global Family Business Tax Monitor for 2020. The report provides a comparison of the tax regimes and explore key factors impacting family business transfers. For the report, KPMG surveyed 54 countries to examine the tax implications for the transfer of a family business, from one generation to the next, by inheritance and lifetime gift.
- Family-owned enterprises account for 2/3 or more of businesses globally, contributing around 70% to 90% of annual global GDP and 50% to 80% of global employment.
- Over the next 10 years, more than $15 trillion will pass from one generation to the next.
- 15 of the 54 countries have a inheritance / wealth tax for the intra-family transfer
- 16 of the 54 countries have a gift tax that applies for lifetime transfers
- United States have one of the highest gift or inheritance tax, before exemptions
- In Asia-Pacific, China have no gift or inheritance tax while South Korea have one of the highest tax in the world
View: Report Summary
7. GIIN: Annual Impact Investor Survey 2020
The Global Impact Investing Network (GIIN) releases the 10th edition of its 2020 Annual Impact Investor Survey, which finds the $715 billion global impact investing market maturing, even amid the worldwide pandemic. The 2020 Annual Impact Investor Survey, the most comprehensive overview of the market, provides data and insights from the GIIN’s largest number of respondents ever: 294 of the world’s leading impact investors, who collectively manage $404 billion of impact investing assets.
- $715 billion global impact investing market
- 294 world’s leading impact investors, manage $404 billion of impact investing assets
View: Report Summary
These are the Top Global Wealth Reports in 2020.
The Reports:
- Wealth-X: The Billionaire Census 2020
- Boston Consulting Group: Global Wealth Report 2020
- Credit Suisse: Global Wealth Report 2020
- Capgemini: Global Wealth Report 2020
- UBS: Global Family Report 2020
- KPMG: Global Family Business Tax Monitor 2020
- GIIN: Annual Impact Investor Survey 2020
Related
- Top Research Reports in 2020
- Top Global Wealth Reports in 2020
- Top Family Office Reports in 2020
- 2020 Top 10 Largest Family Office in the World
- 2020 Top 10 Largest Multi-Family Offices in the World
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