23.2% of HNW individuals invest offshore to gain tax efficiencies

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HNW Offshore Investment Drivers and Motivations
Analyzing the drivers behind HNW offshore
investments
Published on - 22 June, 2016 Number of pages
33 Single User Price 5250
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Summary There are multiple drivers for HNW
offshore investment. At a global level, almost a
quarter of HNW individuals invest their assets
offshore to gain access to a better or wider
range of investment options, making it the most
important driver. Tax efficiencies rank second,
followed by access to better investment options.
However, bearish financial markets and strong
currency volatility in many parts of the world
are also motivating investors to seek better
returns abroad.
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• Key Findings
• Access to a better or wider range of investment
  options is a particularly strong incentive for
  offshore investments among HNW individuals in
  less mature markets. However, this driver is also
  becoming increasingly important in developed
  markets as investors are eager to seek
  international diversification in light of rising
  correlations.
• 23.2 of HNW individuals invest offshore to gain
  tax efficiencies. However, this driver is only
  prominent in a number of countries mainly those
  with unfavorable and complex tax systems.
• Recent market volatility and low interest rates
  in many countries across the globe have seen
  better returns offshore come in third as a driver
  for offshore investments.

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• Currency volatility driver number four has
  become significantly more important over the past
  year thanks to ongoing divergence in global
  monetary policies.
• Political and economic instability is a strong
  driver for HNW individuals who fear for the
  long-term future of their assets. The main
  beneficiaries are offshore destinations with
  stable economies such as the UK, the US, and
  Switzerland, as investors are looking for safe
  havens for their money.
• Synopsis
• MarketIntelReports HNW Offshore Investment
  Drivers and Motivations draws on our 2015 Global
  Wealth Managers Survey to analyze the drivers
  behind offshore investments in the HNW space. It
  examines and contrasts HNW offshore investment
  preferences across 20 countries, providing
  readers with an in-depths understanding of what
  is motivating HNW investors to look for new homes
  for their wealth.

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• Specifically the report
• Understand the global trends that are driving
  offshore investments in the HNW space.
• Compare how HNW offshore investment drivers
  differ across 20 countries.
• Learn why certain HNW offshore drivers are more
  relevant in some countries than in others and how
  this affects your business.
• Understand how to react to the constantly
  changing tax environment and adjust your offshore
  proposition accordingly.
• Understand how political and economic instability
  affects client preferences and how global markets
  shape investment behavior in the HNW space.

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report
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• Reasons To Buy
• Understand how to best promote your offshore
  proposition.
• Review your service offering, and adjust it based
  on a detailed understanding of HNW investors
  offshore investment preferences.
• Give your marketing strategies the edge required
  and capture new clients using insights from our
  data on HNW drivers for investing offshore.

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HNW Offshore Investment Drivers and Motivations
Analyzing the drivers behind HNW offshore
investments
A detailed qualitative analysis of the factors
responsible for driving and restraining growth of
HNW Offshore Investment Drivers and Motivations
Analyzing the drivers behind HNW offshore
investments are provided in the report.
Contact 1-302-684-6088 sales_at_marketintelreports.c
om www.marketintelreports.com
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Investment the Market Report