The World Wealth Report is an annual publication that analyses the status and trends of the financial investment service provided to the richest households globally.
The 2024 report covers 71 countries, representing more than 98% of global gross national income and 99% of global stock market capitalization.
The Capgemini 2024 Global HNW Insights Survey surveyed more than 2,500 affluent people (High Net Worth Individuals or HNWIs) in 21 major markets in North America, Latin America, Europe and the Asia-Pacific region.
The survey shows that these households have been balancing their investments between growth and preservation, gradually increasing their exposure to risk since the losses recorded in 2022.
However, they consider that the global context is not very bright, due to inflation and geopolitical issues.
The wealth management activity is being transformed by the use of artificial intelligence tools, in particular in customer profiling, behavioral finance techniques and service personalization.
Capgemini is a global leader in consulting, digital transformation, technology and engineering services.
Access here:
https://www.capgemini.com/wp-content/uploads/2024/05/WWR_2024_web.pdf
