战略决策--世界财富报告2009英文，PDF.pdfVIP

World Wealth Report 2009 HNWI Population and Wealth Contract Significantly 2 2008 in Review: Financial Market Crisis Culminates in Global Economic Downturn 7 HNWIs Sought Refuge in Cash, Fixed Income and Domestic Investments in 2008 13 World’s HNWIs Scale Back on Their Investments of Passion Amid Economic Uncertainty and Rising Costs 17 Spotlight: Optimizing Client-Advisor- Firm Dynamics is Key as Wealth Management Firms Tackle Crisis Fallout 20 Wealth Management Firms Face a New Industry Reality as Crisis Tests Client Confidence and Long-Standing Business Models 20 Client Retention and Attrition Are Complex Dynamics 22 Enabling Advisors Is Key to Delivering on Business Goals 25 Firms Can Act to Rebuild Shaken Investor Confidence Through More Holistic Risk Management 27 The Way Forward 30 Appendix A: Methodology 34 Appendix B: Select Country Breakdown 35 World Wealth Report TO OUR READERS, Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2009 World Wealth Report. Our annual report, now in its 13th year, was initiated as our two firms began collaborating to analyze the macroeconomic factors that drive wealth creation, and better understand the key trends that affect High Net Worth Individuals (HNWIs) around the globe. 2008 ushered in an un