State of the World’s Wealth......................................... 2
HNWIs Retrench to Safer,
More Familiar Investments.......................................... 14
Green Investing Gains Traction in 2007...................................................... 18
HNWIs’ Pursuit of “Passion Investments”
Is Not Deterred By Economic Volatility ....................................................... 21
Spotlight: Wealth Management Firms
Adapt to Meet Unique Needs
of Growth Markets............................................................... 24
Aligned Service-Delivery Models Can Drive Significant Value........................ 26
A Rightly-Sized and Executed IT Strategy
Can Reduce Risks of Entering a New Growth Market.................................. 28
Wealth Management Firms Encounter New Challenges
When Addressing Growth-Market Needs.................................................... 30
The War For Talent Intensifies.................................................................... 31
Appendix A: Methodology............................................. 34
Appendix B: Select Country Breakdown......... 35