CapgeminiWWR2010全球财富报告.pdfVIP

World Wealth Report 2010 State of the World’s Wealth 4 2009 in Review: Many Drivers of Wealth Rebounded, 9 but Economic Recovery is Still Nascent HNWIs Warily Returned to Markets in 2009 16 in Cautious Pursuit of Returns HNWIs Cautiously Returned to Passion Investments in 2009 20 HNWI Demand for Philanthropy-related Advisory 23 Services is Rising Spotlight: Crisis has Clearly Shifted Investor Psyche, 25 and Wealth Managment Firms are Responding Post-Crisis, Client Expectations Have Clearly Shifted; 25 Firms are Adapting Developing a Deeper Understanding of Investor Psychology 28 will Help Firms and Advisors Deal With a More Volatile and Less Certain Environment More Mainstream use of Behavioral Finance Approaches 29 Will Have a Signficant Impact Across Service Delivery Models and Platforms Many Firms are Already Adapting Advisory Processes 30 and Operating Models to Integrate Behavior into HNWI Investing Strategies While Behavioral Finance is Relevant for all Firms, 32 the Degree to Which Firms Seek to Transform will Vary A Path Forward for the Industry 34 Appendix A: Methodology 35 Appendix B: Select Country Breakdown 37 World Wealth Report TO OUR READERS, Capgemini and Merrill Lynch Wealth Management are pleased to present the 2010 World Wealth Report. Our two firms have been working together for more than 20 years to study the macroeconomic and other factors that dr