Malaysia Wealth Management - High Net Worth (HNW) Investors

Malaysia Wealth Management - High Net Worth (HNW) Investors

Summary

Malaysia’s HNW population is dominated by older males, while female HNW individuals and professionals also represent lucrative target segments for wealth managers. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for alternative investments coupled with increasing demand for all planning services provide arguably the most significant growth opportunities for wealth managers.

This report sizes the opportunity within Malaysia's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary Global Wealth Managers Survey.

Scope

• Expats constitute just 8.7% of the local HNW population. However, they represent an attractive target market thanks to their more complex service requirements.
• Robo-advice accounts for just 2% of the Malaysian HNW portfolio. The demand for robo-advisory services is expected to grow at the strongest rate as compared to other investment mandates over the next year.
• The average Malaysian HNW investor offshores 18.6% of their wealth abroad. This proportion is expected to increase over the next 12 months.

Reasons to Buy

• Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
• Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
• Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.